Three-in-a-row now – another jobs report that defies both expectations and evidence.
Donald L. Luskin
On the July FOMC
Wednesday, July 27, 2016
“Risk” has “diminished,” but “uncertainty” rules post-Brexit and pre-election. No hikes.
Oil’s Brexit Crisis
Tuesday, July 26, 2016
Demand growth wasn’t going to come from Europe. We still say oil is headed to $65.
On Bernanke’s Helicopter Money for Japan
Thursday, July 14, 2016
It’s a veil for fiscal stimulus in which the government prints money by itself, for itself.
Brexit: Who Won, Who Lost, What’s Next?
Monday, July 11, 2016
Yes, it turned out to be a buying opportunity. In some ways it still is, more than ever.
On the June Jobs Report
Friday, July 8, 2016
For a data-dependent Fed obsessed with uncertainty, data itself emerges as new source of it.
Brexit Panic: It’s The Italian Banks, Stupid
Wednesday, June 29, 2016
Italy missed Europe’s bail-out window. Now Renzi is using the crisis to open it again.
Post-Brexit Europe Passes Its First Test
Monday, June 27, 2016
Defying polls and “prediction markets,” Spain votes not to turn itself into the next Greece.
On the Brexit Referendum
Friday, June 24, 2016
A big “screw EU.” But good for the UK, and ultimately Europe too. It’s a buying opportunity.
Trump’s Pro-Growth Path to Victory
Tuesday, June 21, 2016
After 16 years of malaise, voters are responding to his call to make America competitive again.