Obama loses his rock-star status, driving an historic comeback for stocks.
Donald L. Luskin
2010's Great Debate: Inflation or Deflation?
Tuesday, December 22, 2009
Both! Deflationary forces continue to bear down, so the Fed will inflate all the more.
Sucker Trade: Inflation for Jobs
Thursday, December 17, 2009
Citing the lessons of the 1970s, the Fed seems ready to repeat its mistakes of the 1970s.
The Case for Ambivalence, Volume Two
Monday, December 14, 2009
We stick with our call for a sluggish recovery -- there's no evidence for anything else.
No Game-Changer
Tuesday, December 8, 2009
Markets and the Fed have quite correctly shrugged off last week's upside jobs surprise.
On the November Jobs Report
Friday, December 4, 2009
Under the upside surprise in headline jobs, some tiny improvement in key labor trends.
On the Dubai Debt Crisis
Friday, November 27, 2009
At last, an event catalyst for a long-overdue correction in stocks.
Easing -- As in Appeasing
Monday, November 23, 2009
Gold soars as the Fed resists politicization by giving politicians the easy money they want.
TrendMacro's Best Long Term Charts
Thursday, November 12, 2009
Deep historical context on today's unique market and economic conditions.
On the October Jobs Report
Friday, November 6, 2009
The recovery is more jobless than ever, and the Fed is pushed further to indefinite ease.