Donald L. Luskin

Equity Risk Premium: Regime Change Accomplished
Tuesday, October 25, 2022
Donald L. Luskin
It doesn’t mean stocks are expensive: just that there was an historic bear market in bonds.
Or How I Learned To Love September CPI
Thursday, October 13, 2022
Donald L. Luskin
By most measures, the reality remains that inflation has peaked. The Fed likely doesn’t care.
On the September Jobs Report: Dear God, What Does Powell Want?
Friday, October 7, 2022
Donald L. Luskin
The weakest payrolls this year, and 1.8 million openings gone. Is the labor market still tight?
It’s Starting to Feel a Lot Like Brexit
Wednesday, September 28, 2022
Donald L. Luskin
Another phony politicized media narrative, when stocks and bonds are deeply undervalued.
U.K. Energy Policy Is a Flop
Sunday, September 25, 2022
Donald L. Luskin
It will keep inflation high—and markets know it.
On the September FOMC: Dotsaster
Wednesday, September 21, 2022
Donald L. Luskin
The dots blew through expectations into a higher-longer tightening cycle.
Sorry, But We’re All Out of Deflation Today
Tuesday, September 13, 2022
Donald L. Luskin
We just lost a month in the death race between receding inflation and contractionary policy.
The Tide Turns in Ukraine
Monday, September 12, 2022
Donald L. Luskin
If Russia doesn’t nuke Ukraine on the way out, here’s where the negotiations begin.
Demand and Supply and Things Like That
Friday, September 9, 2022
Donald L. Luskin
Stocks are hinting that falling inflation is going to win the death-race with recession. 
On Powell at Jackson Hole
Friday, August 26, 2022
Donald L. Luskin
Powell is willfully blind to the fact that inflation has peaked, and has no idea why. 

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