A dinner. A done deal. A dove. The system works.
Donald L. Luskin
On the January Jobs Report
Friday, February 1, 2019
A messy beat, but a big one, showing the economy has been robust to the Q4 threats.
On the January FOMC
Wednesday, January 30, 2019
Promises kept. A dovish pause with “patience,” and the balance sheet off “automatic pilot.”
Next Stop on the Jay Powell Apology Tour
Monday, January 28, 2019
A planted story sets up Powell to sound both dovish and smart about the balance sheet.
The Most Annoying Fed Chair Ever
Thursday, January 10, 2019
He’s on a tight leash. But he’s still way over his head, ignorant, arrogant and tone-deaf.
On the December Jobs Report
Friday, January 4, 2019
A huge beat relieves the stench of impending recession. We face the risks from strength.
On Powell in Rehab
Friday, January 4, 2019
He knows he blew it bad in December, and did everything he could to make it right.
2019 Outlook: Confidence Rots from the Head Down
Monday, December 31, 2018
Stocks are cheapest since 2013, driven by Trump’s high-risk games with China and Powell.
Did Powell Just Cut a Deal?
Sunday, December 23, 2018
From firing threat Friday to denials Saturday, Trump may have solved his Powell problem.
It’s Not “Quantitative Tightening” – It’s Powell
Thursday, December 20, 2018
He’s gone rogue and lost the market’s confidence. One way or the other, he’s got to go.