Already nervous stocks have been discounting deepening political risks.
Donald L. Luskin
What's Spooked Stocks?
Friday, October 7, 2005
Wednesday, October 5, 2005
The pro-energy and anti-consumer consensus is ripe for reversal.
Monetary Step Forward, Fiscal Step Backward
Thursday, September 29, 2005
Grassley puts tax cuts at risk, while Greenspan gives himself one more vote.
The McCain Mutiny
Friday, September 23, 2005
A deficit hawk has emerged as the unlikely man at the margin on tax cuts.
So Far So Good
Thursday, September 15, 2005
Pro-growth policy is still on track, despite post-Katrina economic and spending shocks.
Tuesday, September 6, 2005
The post-Katrina risks to markets are mostly political, not economic.
Water In The Streets
Thursday, September 1, 2005
Katrina could trigger important revaluations in stocks, bonds, and oil.
Oil In Perspective
Thursday, August 25, 2005
The risk from record oil prices is less than meets the eye -- or, at least, different.
The Fed's Oil Crisis
Monday, August 15, 2005
The oil spike has a strong inflationary component -- yet it may make the Fed less vigilant.
Are Stocks Protected from Protectionism?
Thursday, August 4, 2005
The market has celebrated deliverance from the China tariff crisis -- but is it really over?