Politics thwarted the Starwood bid – but China will be back: it still has $1.7 trillion to spend.
Donald L. Luskin
More Anbang For the Buck
Wednesday, April 13, 2016
PIF the Magic Aramco IPO
Monday, April 4, 2016
Read the prospectus: twilight in the desert, or dawn? Or reaction to the “Obama doctrine”?
On the March Jobs Report
Friday, April 1, 2016
Manufacturing payrolls fall, and unemployment ticks up, confirming Yellen’s "uncertainty."
Yellen Adds “Uncertainty”
Wednesday, March 30, 2016
…and in changing the title of her speech, confesses “liftoff” was an error. One and done.
Trump May Be First Since Reagan To Unleash America’s Animal Spirits
Tuesday, March 29, 2016
Will Trump be a madman for capitalism?
On the March FOMC
Wednesday, March 16, 2016
After all the brave talk about “first stirrings” of inflation, the “dots” come down -- again.
Oil’s Bull Market in a Month
Tuesday, March 15, 2016
It turns out that everything the oil market thought it knew was wrong.
DisTrumption: What I Saw In Chicago
Monday, March 14, 2016
It was carefully staged, based on a stable game-theoretic position that works for all sides.
On the March ECB Policy Decision
Thursday, March 10, 2016
Is an easier ECB what the euro area needs? Even Draghi doesn’t really believe that.
On the February Jobs Report
Friday, March 4, 2016
More people are working fewer hours for less pay. The inflation risk in that is what, exactly?