It's only a "framework." But historic tax reform started that way, too.
Donald L. Luskin
China Trade: A Deal Takes Shape
Monday, May 21, 2018
Iran Deal: More Fire, More Fury, Pure Trump
Wednesday, May 9, 2018
Don’t panic. Still 180 days till sanctions take 2 million barrels/day out of the oil market.
On the April Jobs Report
Friday, May 4, 2018
Payrolls weren’t really a miss. The unemployment rate didn’t really go down. Other than that...
On the May FOMC
Wednesday, May 2, 2018
Ignore those data anomalies! Inflation doesn’t even need to be closely monitored anymore!
The 10-year at 3% – Bring It On!
Wednesday, April 25, 2018
The risk isn’t that the 10-year yield moves above 3%. The risk is that it doesn’t last.
Oil’s Bullish Bottlenecks
Tuesday, April 24, 2018
The upside case for crude isn’t OPEC cuts, but America’s infrastructure capacity limits.
Risk-Back-On in a Week of Tape-Bombs
Monday, April 16, 2018
The February bottom has been tested, with valuations having fallen further than equities.
On the March Jobs Report, and New China Tariffs
Friday, April 6, 2018
I'll see your $50 billion and raise you $100 billion. Oh, and a disappointing jobs report.
Wednesday, March 28, 2018
Political hysteria engulfs the FANG stocks, but there’s no fundamental threat here.
On the China Tariffs
Thursday, March 22, 2018
Trump didn’t take yes for an answer from Li, so now comes China’s threat of retaliation.