Donald L. Luskin

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.
On Q3 GDP
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.
On the September Jobs Report
Tuesday, October 22, 2013
Donald L. Luskin
Jobs Tuesday is eerily like every Jobs Friday in the Not So Great Expansion.
Europe's Ghosts of Stress Tests Past
Tuesday, October 22, 2013
Donald L. Luskin and Lorcan Roche Kelly
A risk-off spasm over ECB bank tests ignores the euro area's quantum turnaround.
On the Shutdown and Debt Limit Deal
Thursday, October 17, 2013
Donald L. Luskin
A contrarian case: the GOP won! Either way, stalwart markets prove the era of risk-off is over.
Down to the Wire, and Beyond
Tuesday, October 15, 2013
Donald L. Luskin
Almost there: another 2013 risk-event with no contagion -- plus the GOP gets a do-over.
On Yellen for Fed Chair
Wednesday, October 9, 2013
Donald L. Luskin
It means Obama is scared. The GOP offer to put sequesters into play will start negotiations.

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