Inflation makes strange bedfellows. Suddenly the administration is out of love with Iran.
Donald L. Luskin
On the June FOMC
Wednesday, June 15, 2022
A panic based on a fallacy based on misinterpretation of data. At least it’s over.
An Open Letter to Jerome Powell
Tuesday, June 14, 2022
Why accelerate tightening when inflation data has improved since the May FOMC?
FOMC Preview: Yes, There Was Some Good News in Friday’s CPI
Monday, June 13, 2022
...and Powell’s post-confirmation confirmation bias will make him recognize it.
On the May Jobs Report
Friday, June 3, 2022
Fed-unfriendly? Fortunately the Fed isn’t primarily watching jobs now.
Was That Another Powell Bottom?
Monday, May 16, 2022
Pro Tempore no longer, the confirmed Chair is politically free to reveal his inner dove.
The Fed/China Doom Loop
Tuesday, May 10, 2022
China’s lockdowns are doing the Fed’s demand-side work – but adding to inflation.
On the April Jobs Report
Friday, May 6, 2022
A mixed bag of contradictions that won’t make hawks dovish or doves hawkish.
On the May FOMC
Wednesday, May 4, 2022
Powell needed to back off the ledge of ultra-hawkishness. He did.
So Six Questions for Jerome Powell
Monday, May 2, 2022
Prep for the Chair Pro Tempore on how to help stocks to put in a bottom Wednesday.