The bond market is wrong if it sees recession -- but this was no 3.2% quarter.
Donald L. Luskin
What you're not hearing about Q1-2019 GDP
Friday, April 26, 2019
The Perfect Moment to Take Out Iran
Tuesday, April 23, 2019
A "Saudi call" and a million more barrels/day from the Permian mean little upside risk for oil.
What you're not hearing about oil and the Iran sanctions
Monday, April 22, 2019
Taking more of Iran's production off the market won't cause a shortage, it will prevent a glut.
What you're not hearing about Chinese growth
Wednesday, April 17, 2019
China's economy isn't "strengthening" or "rebounding." At best, it's desperately holding together while trade talks drag on.
So About That Recession
Monday, April 15, 2019
Everything causing a recession has stopped causing it. 10-year yields finally realize that.
What you're not hearing about Cain, Moore and the gold standard
Monday, April 8, 2019
If Alan Greenspan and Stanley Fischer can talk about gold as a policy tool, why can't Trump's nominees?
On the March Jobs Report
Friday, April 5, 2019
A relief from February’s recession warning. Then why aren’t bond yields backing up?
What Jay Powell should be telling you about the inverted yield curve
Monday, April 1, 2019
Trump and Kudlow are baiting Powell to cut rates -- but Powell himself said he would listen to an inverted yield curve.
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.