Donald L. Luskin

On the February Jobs Report
Friday, March 4, 2011
Donald L. Luskin
Paradox -- the unemployment rate falls, yet Fed tightening expectations recede.
An Oil Shock Tipping Point?
Thursday, March 3, 2011
Donald L. Luskin
You'd think we'd already be there, but stocks and gold are clearly saying we're not.
The Libyan Connection
Tuesday, February 22, 2011
Donald L. Luskin
The systemic risk from Libya points to Europe and to gold.
This Hawk has Flown
Friday, February 11, 2011
Donald L. Luskin
With Kevin Warsh's departure, the Fed loses is best-respected voice for tightening.
On the January Jobs Report
Friday, February 4, 2011
Donald L. Luskin
Look through the bad headline and the statistical distortions -- this was a strong report.
Are We Running Out of Armageddons?
Thursday, February 3, 2011
Donald L. Luskin
Stocks are not vulnerable on value or sentiment, and Egypt is likely not a systemic risk.
On the January FOMC
Wednesday, January 26, 2011
Donald L. Luskin
A slight growth upgrade, a hat-tip to inflation, and no dissents -- overall dovish.
Gold Acts Leaden
Tuesday, January 25, 2011
Donald L. Luskin
Why has gold dropped $100 when everyone's suddenly worried about inflation?
Banks Slow the Slow-Motion Melt-Up
Friday, January 21, 2011
Donald L. Luskin
Misses at three big banks haven't changed the overall earnings outlook.
Good Problems to Have
Friday, January 14, 2011
Donald L. Luskin
The Fed won't go broke (at least not on paper), and rising rates won't squelch growth.

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