A "Saudi call" and a million more barrels/day from the Permian mean little upside risk for oil.
Donald L. Luskin
So About That Recession
Monday, April 15, 2019
Everything causing a recession has stopped causing it. 10-year yields finally realize that.
On the March Jobs Report
Friday, April 5, 2019
A relief from February’s recession warning. Then why aren’t bond yields backing up?
The Curve Inverts, and a “Growth Hawk” for the Fed
Monday, March 25, 2019
Maybe there’d be no inversion at all if Trump had picked Moore instead of Powell.
On the March FOMC
Wednesday, March 20, 2019
Powell brings the whole FOMC on his apology tour. Mystery remains for the balance sheet.
Inside Our 2020 Presidential Election Prediction Model
Monday, March 18, 2019
Trump’s huge predicted win is robust to a cooling economy, but not to even a mild recession.
On the February Jobs Report
Friday, March 8, 2019
The biggest miss in 5 years, completely contradicting other labor data. It’s wrong. Just wrong.
Fail in Hanoi, Win in Beijing
Monday, March 4, 2019
Trump walked away from a Chinese trap, making a trade deal more likely and better.
Extending the Tariff Deadline, Moving the Goalposts
Monday, February 25, 2019
Trump reaches to snatch more victory from the jaws of victory.
Why Aren’t Oil Prices Higher?
Tuesday, February 12, 2019
We can sanction Venezuela all we want. All the oil market cares about is growth in China.