Where on Lenin's Tomb do Fed officials have to stand to signal their hawkish bias?
Donald L. Luskin
The Frustrated Fed
Thursday, September 28, 2006
Wednesday, September 20, 2006
Consumers will stay strong -- bad news for the Fed, good news for the GOP.
Weak Gold, Strong Inflation
Wednesday, September 13, 2006
Gold would have to drop another $200 to truly relieve inflation pressures.
Thursday, September 7, 2006
Modest positives rule the near term, but inevitable negatives are just over the horizon.
Update to Our US Equity Forecast
Wednesday, August 23, 2006
Why the bullish short term can only be so good, and why the bearish long term might only be so bad.
If Only It Were This Easy
Friday, August 18, 2006
We're delighted to see stocks up and gold down -- but don't break out the champagne just yet.
Monday, August 7, 2006
The Fed will cause a real recession by trying to prevent an illusory one.
Thursday, August 3, 2006
Tuesday's FOMC meeting will be pivotal for markets and the economy.
Depending on Undependable Data
Friday, July 28, 2006
Today's GDP report may take away the Fed's "wrong reason" to do the "right thing."
Inflection Point Deflected
Tuesday, July 11, 2006
Equities need the Fed to find the courage and credibility to deal with inflation risk.