Misses at three big banks haven't changed the overall earnings outlook.
Donald L. Luskin
Good Problems to Have
Friday, January 14, 2011
The Fed won't go broke (at least not on paper), and rising rates won't squelch growth.
On the December Jobs Report
Friday, January 7, 2011
ADP's crystal ball turned out to be cloudy. Jobs growth will have to wait for 2011.
A Question of Sentiment
Thursday, January 6, 2011
After the 4th-best December in 110 years, stocks haven't gotten ahead of themselves.
How We Didn't Blow It in 2010
Tuesday, December 28, 2010
We didn't abort the recovery from the Great Recession -- now, some modest expansion.
Gold is a Hold
Monday, December 20, 2010
Not a buy, not a sell. The best bull case has weakened, but other upside factors are in play.
On the December FOMC
Tuesday, December 14, 2010
The FOMC keeps a low profile, and QE2 becomes business as usual.
Tax Cut Endgame
Monday, December 13, 2010
The compromise tax bill will pass. Little warts and all, this is a pro-growth landmark.
To Get Rich is Glorious Again
Tuesday, December 7, 2010
The extension of the Bush-era tax cuts symbolizes that capital is still welcome in America.
On the November Jobs Report
Friday, December 3, 2010
Labor market to the critics: do you still think QE2 wasn't necessary?