As Romney flails, trial balloons from Washington point to volatility and bad compromises.
Donald L. Luskin
Rethinking QE3
Tuesday, September 18, 2012
Less than meets the eye for the economy, but more than meets the eye for gold.
On the September FOMC
Thursday, September 13, 2012
Has Bernanke joined John Roberts as a Bush appointee working to re-elect Obama?
On the August Jobs Report
Friday, September 7, 2012
This won't call the election -- ambiguous conditions on the ground will.
On Bernanke at Jackson Hole
Friday, August 31, 2012
An open door to QE. But with the election near and the economy stable, no promises.
On Ryan at the RNC
Thursday, August 30, 2012
The battle is joined. Volatility is too cheap coming into what is now a referendum election.
New High, Fat Tail
Wednesday, August 22, 2012
Fully recovered, stocks look better than ever -- but political risk is greater than ever, too.
On Ryan as VP Nominee
Monday, August 13, 2012
If this gambit works, the fiscal cliff goes away. If it fails, the risk is even greater.
On the August FOMC
Wednesday, August 1, 2012
The Fed may have just decided the election -- which may be the most it can do for growth.
Cupertino, We Have a Problem
Wednesday, July 25, 2012
Not just Apple: sales are missing and forwards are falling amidst global political uncertainty.