Donald L. Luskin

Is This 2016, or 2008?
Friday, January 15, 2016
Donald L. Luskin
As we test the August lows, capitulation is in the air, from Soros to Summers to Bullard.
On the December Jobs Report
Friday, January 8, 2016
Donald L. Luskin
Jobs strong, markets weak. It means labor statistics look backward, markets look forward.
The Recession Caused by Low Oil Prices
Friday, January 8, 2016
Donald L. Luskin
Misery for oil incumbents from the fracking boom is spilling into the global economy. But there is cause for optimism.
2016: Two Charts, Six Words, One Man
Thursday, December 31, 2015
Donald L. Luskin
The New Year is going to start out rough. And then there’s Donald Trump.
On the December FOMC
Wednesday, December 16, 2015
Donald L. Luskin
The funds rate is hiked, but the dots go down. It’s a mistake, but at least a gentle one.
Trumped!
Monday, December 14, 2015
Donald L. Luskin
Long Treasuries aren't budging as "liftoff" nears: it's going to be "one-or-two and reversed."
Thank God for Yellen's Conundrum
Thursday, December 10, 2015
Donald L. Luskin
Long Treasuries aren't budging as "liftoff" nears: it's going to be "one-or-two and reversed."
On the November Jobs Report
Friday, December 4, 2015
Donald L. Luskin
With the ECB's move, enough to justify a "liftoff" mistake. But it could be "one and reversed."
One Small Step -- In the Wrong Direction
Monday, November 23, 2015
Donald L. Luskin
The Fed seems committed to a deflationary policy error. Hopefully it will be a small one.
On the Paris Terror Attacks
Monday, November 16, 2015
Donald L. Luskin
Animal spirits in the aftermath offset the "terror tax." If only it had driven oil prices higher.

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