Donald L. Luskin

Dollar Strength: A Crude Connection
Thursday, April 23, 2015
Donald L. Luskin
Two quarters of earnings-wrecking dollar strength is all about oil -- so it's about over.
V(Q)E-Day
Thursday, April 16, 2015
Donald L. Luskin
The DICK-tators at the ECB declare a QE victory for a recovery already in place for years.
From March Badness to a Monday Miracle
Tuesday, April 7, 2015
Donald L. Luskin
No, Wisconsin! But how about the market's reaction to that bad miss on March jobs?
On the March Jobs Report
Friday, April 3, 2015
Donald L. Luskin
Payrolls fall to earth, while hourly wages climb. Will Yellen see this as "full employment"?
On the March FOMC
Wednesday, March 18, 2015
Donald L. Luskin
Patient (the word) is dead. Long live patience (the concept).
Patient is a Virtue
Monday, March 16, 2015
Donald L. Luskin
Will she or won't she? Our FOMC language sweepstakes entry: Yellen will keep the word in.
Houston, You're the Problem
Monday, March 9, 2015
Donald L. Luskin
Thanks to oil, forward earnings have rolled over with the highest PE for stocks in 11 years.
On the February Jobs Report
Friday, March 6, 2015
Donald L. Luskin
Neither sleet nor snow in Boston nor layoffs in Houston can slow down this labor market.
On Yellen's Senate Testimony
Tuesday, February 24, 2015
Donald L. Luskin
Jobs? Check! "Liftoff" hinges on inflation now. But wait, the inflation outlook is just fine.
I Have Seen the Future, and It Fracks
Tuesday, February 24, 2015
Michael Warren and Donald Luskin
EOG's earnings missed big, but it points the way to a new Moore's Law for energy.

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