Earnings surprises, and a surprise crack-up of Obamacare, carry stocks to new highs.
Donald L. Luskin
Health Care Deform
Thursday, July 16, 2009
A proposed surtax may be the kind of self-correcting policy over-reach we saw in March.
A Deflationary Correction
Thursday, July 9, 2009
The Fed may be off deflation watch, but markets evidently are not.
The Square Root of Recovery
Thursday, July 2, 2009
Today's jobs report raises issues about the shape of recovery and the risk of deflation.
Can Inflation Plays Do Without Deflation?
Thursday, June 25, 2009
Yesterday's FOMC takes some of the edge off, but the inflation theme is alive and well.
Too Soon to Stray
Tuesday, June 23, 2009
Markets should be relieved tomorrow when the Fed stays the course.
Regulation Road
Thursday, June 18, 2009
For now Obama's regulatory proposals are just proposals -- but they're another step away from economic dynamism.
The Case for Ambivalence
Friday, June 12, 2009
Where do we go from here, now that we're not going to zero?
They Laughed When I Sat Down to Monetize
Thursday, June 4, 2009
The Fed is less worried about deflation -- but it's not worried enough about inflation.