Donald L. Luskin

One Year On, Bank Credit Finally Shakes Off Silicon Valley Bank
Tuesday, March 26, 2024
Donald L. Luskin
It's growing at a near-trillion dollar rate. Recessionistas have lost their last argument.
On the March FOMC
Wednesday, March 20, 2024
Donald L. Luskin
It’s official: the neutral rate is higher now. And the end of QT comes “fairly soon.”
FOMC Preview: Paradoxes Mean Probable Policy Paralysis
Tuesday, March 19, 2024
Donald L. Luskin
Or just call it a perfect balance of risks. 
Sticky Inflation? Or Sticking the Landing?
Tuesday, March 12, 2024
Donald L. Luskin
There’s no risk of resurgent inflation. But where’s the deflation that should be here now? 
On the February Jobs Report
Friday, March 8, 2024
Donald L. Luskin
A mass of contradictions – but all Fed-friendly.
Today’s CPI Miss
Tuesday, February 13, 2024
Donald L. Luskin
They upweighted the stuff that inflated most and downweighted the stuff that deflated most.
How Biden and Trump Can Both Lose. Easily.
Thursday, February 8, 2024
Donald L. Luskin and Thomas Demas
We could have a president elected with only one state and 10 Electoral College votes.
On the January Jobs Report
Friday, February 2, 2024
Donald L. Luskin
Data-nerds of the world unite. With January jobs you have nothing to lose but your confusion.
On the January FOMC
Wednesday, January 31, 2024
Donald L. Luskin
The pivot is affirmed. Now Powell will watch inflation to see if there is any inflation. Brilliant. 
Is Quantitative Tightening Over?
Monday, January 29, 2024
Donald L. Luskin
Powell says they’re not talking about it. The FOMC minutes say they are. Does it matter? 

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