Debt ceiling action moves to the Senate as we learn this recovery is weaker than we knew.
Donald L. Luskin
On the Debt Ceiling Deadlock, Volume 2
Thursday, July 28, 2011
Two nearly identical plans on table -- now everyone just needs to agree to say "done."
On the Debt Ceiling Deadlock
Monday, July 25, 2011
The bargaining asymmetries are clear now -- a favorable resolution is within reach.
Stand Down
Thursday, July 21, 2011
The Gang of Six and the McConnell compromise: paths to peace with honor in the debt war.
Plan B-Plus for Gold
Thursday, July 14, 2011
Gold at new all-time highs is about the euro, not the Fed or the debt ceiling.
On the June Jobs Report
Friday, July 8, 2011
Truly bad, but politically useful. Probably a wash-out marking the end of the soft-spot.
Footprints of the Black Swans
Thursday, June 30, 2011
Keep it simple. Two factors caused this slowdown. And we're moving past both of them.
FOMC Preview: In Praise of Ben Bernanke
Wednesday, June 22, 2011
QE2 complete -- the Fed's just right. No QE3 unless unemployment rises or inflation falls.
Chaos in Athens, Progress in Washington
Monday, June 20, 2011
A more pro-growth tone in the spending debate, and the oil peace dividend comes closer.
The Post-Osama Slow-Motion Drip-Down
Friday, June 10, 2011
The existential implications of bin Laden's death, and what gold is telling us now.