Donald L. Luskin

What you're not hearing about Q1-2019 GDP
Friday, April 26, 2019
Donald L. Luskin
The bond market is wrong if it sees recession -- but this was no 3.2% quarter.
The Perfect Moment to Take Out Iran
Tuesday, April 23, 2019
Michael Warren and Donald Luskin
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
Donald L. Luskin
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
Donald L. Luskin
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
Donald L. Luskin
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
Donald L. Luskin
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
Donald L. Luskin
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
Donald L. Luskin
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
Donald L. Luskin
Maybe there’d be no inversion at all if Trump had picked Moore instead of Powell.
On the March FOMC
Wednesday, March 20, 2019
Donald L. Luskin
Powell brings the whole FOMC on his apology tour. Mystery remains for the balance sheet.