Donald L. Luskin

The Deflation Hoax
Thursday, January 8, 2015
Donald L. Luskin
A 10-year yield below 2% doesn't imply a blow to growth, nor monetary deflation.
2015: Oil Change for the Global Economy, Non-US Edition
Wednesday, December 31, 2014
Donald L. Luskin
Break up the BRICs -- BR losers, IC winners. Abe gets a do-over, and the EA gets QE.
2015: Oil Change for the Global Economy, US Edition
Wednesday, December 31, 2014
Donald L. Luskin
We won the oil lottery in 2014. In 2015, we cash in the ticket. We expect a good year.
Here Come Greek Elections -- and QE from the ECB
Tuesday, December 30, 2014
Donald L. Luskin and Lorcan Roche Kelly
This Greek crisis is not a euro crisis. And sovereign bond purchases will make sure of it.
On the December FOMC
Wednesday, December 17, 2014
Donald L. Luskin
From "considerable time" to "patient." It doesn't matter -- lift-off is still on for mid-year.
Oilmageddon
Tuesday, December 16, 2014
Donald L. Luskin
After the falling knife, a new equilibrium -- below the crippling oil prices of the last decade.
Yes, It's Another Greece Crisis
Wednesday, December 10, 2014
Donald L. Luskin and Lorcan Roche Kelly
But the world has moved on, and even in the worst case the euro currency is secure.
On the November Jobs Report
Friday, December 5, 2014
Donald L. Luskin
In the sixth year of the cycle, and despite freezing weather, the best November yet.
Failure to Launch at the ECB
Wednesday, December 3, 2014
Donald L. Luskin and Lorcan Roche Kelly
Six months in the making, Draghi's pet ABS purchase program is an embarrassing flop.
Buy More Stuff
Friday, November 21, 2014
Donald L. Luskin and Lorcan Roche Kelly
Dear Mario: All is forgiven. Love, Bundesbank. PS: Big ABS purchases start today

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