Donald L. Luskin

Yellen and Screamin' at the Fed
Thursday, December 5, 2013
Donald L. Luskin
Bernanke may taper in January, to defer the day when the FOMC rejects Yellen's leadership.
Regime Change for Equities
Tuesday, November 26, 2013
Donald L. Luskin
The mean equity risk premium will shift lower -- which means that stocks are still cheap.
Japan Breaks Out -- Does It Matter?
Tuesday, November 19, 2013
Donald L. Luskin
Abe had the guts to back off from carbon targets -- but so far it's his only profile in courage.
So Welcome to the Yellen Years
Friday, November 15, 2013
Donald L. Luskin
Rigid, dogmatic, nervous, poorly prepped -- and willing to deny the facts to defend policy.
On the October Jobs Report
Friday, November 8, 2013
Donald L. Luskin
Another upside surprise, in a world that is suddenly less risky and more growth-friendly.
On the November ECB Policy Decision
Thursday, November 7, 2013
Donald L. Luskin and Lorcan Roche Kelly
With QE ruled out, the ECB has pretty much fired all its bullets. The euro area is on its own.
On the Elections in New Jersey, Virginia and Alabama
Wednesday, November 6, 2013
Donald L. Luskin
We told you -- post-shutdown, the GOP can hold the House and make gains in the Senate.
Wednesday, November 6, 2013
Donald L. Luskin
Big upside surprise, small downpayment on the output gap. Therein lies the opportunity.
On the October FOMC
Wednesday, October 30, 2013
Donald L. Luskin
An increasingly Yellen-dominated FOMC takes a victory lap. Why aren't markets happier?
Inflation in Fashion
Tuesday, October 29, 2013
Donald L. Luskin
A less risky economy, Yellen, and the politics of her confirmation put inflation back in play.