Media Appearances

We lost prosperity, rising income and low inflation when Biden and Harris came into office: Don Luskin
Evening Edit on Fox Business
Thursday, October 3, 2024

Don Luskin, the chief investment officer of TrendMacro, reacts to the CBS News Vice Presidential Debate on 'The Evening Edit.' 

Don Luskin: This is a victory for the economy, but not for Powell
Making Money on Fox Business
Thursday, September 19, 2024

TrendMacro chief investment officer Don Luskin says Fed Chair Powell is the most wrong Fed chairman in 'history' on 'Making Money.'

This tax is a 'nuclear torpedo' on the 'most productive' Americans: Don Luskin
Evening Edit on Fox Business
Wednesday, September 18, 2024

TrendMacro CIO Donald Luskin reacts to former President Trump debuting another new tax break proposal and other taxes that are hurting Americans on 'The Evening Edit.'

Democrats' rate cut hypocrisy would be breathtaking if it weren't so typical: Don Luskin
The Big Money Show on Fox Business
Tuesday, September 17, 2024

TrendMacro CEO Don Luskin reacts to Elizabeth Warren's push for bigger Fed rate cuts before the election on 'The Big Money Show.'

Fed is like Kamala Harris, they ‘hang on’ to the latest poll: Donald Luskin
Mornings with Maria on Fox Business
Thursday, September 5, 2024

TrendMacro chief investment officer Donald Luskin joins ‘Mornings with Maria’ to provide analysis of revised labor market data.

"We're Growing Amazingly Well:" the Argument Against Rate Cuts
Schwab Network
Tuesday, August 27, 2024

TrendMacro CIO Don Luskin believes the Fed may not cut as much as other experts expect. As Don discusses with Oliver Renick, he points to job and inflation trends, and talks about why the markets may be "obsessed with rate cuts."

Kamala Harris' agenda is 'higher taxes': Don Luskin
Evening Edit on Fox Business
Monday, August 26, 2024

TrendMacro chief investment officer Don Luskin discusses inflation from Biden-Harris economic policies on 'The Evening Edit.'

No one is ‘listening’ when they make number revisions: Donald Luskin
Evening Edit on Fox Business
Wednesday, August 21, 2024

TrendMacro CIO Donald Luskin discusses the economic ideas that Vice President Kamala Harris is campaigning on and the myriad of revisions on job report numbers on ‘The Evening Edit.’

'Preposterous rhetoric': Donald Luskin blasts Biden-Harris blaming 'corporate greed' for inflation
Evening Edit on Fox Business
Friday, August 9, 2024

TrendMacro CIO Donald Luskin reacts to Vice President Kamala Harris' economic plan on 'The Evening Edit.'

We’re in a correction: Donald Luskin
Mornings with Maria on Fox Business
Monday, August 5, 2024

TrendMacro CIO Donald Luskin discusses the sell-off as recession fears spark turmoil throughout the global markets.

Trump presidency will not create a 'fiscal blowout': Don Luskin
Mornings with Maria on Fox Business
Tuesday, July 16, 2024

TrendMacro chief investment officer Don Luskin provides his market outlook heading into the 2024 election on 'Morning with Maria.'

US economy is not facing 'economic Armageddon': Don Luskin
Making Money on Fox Business
Monday, June 10, 2024

TrendMacro Chief Investment Officer Don Luskin argues concerns over America's debt and inflation are being blown out of proportion on 'Making Money.'

Mass Deportation Would Be a Disaster
Wall Street Journal
Tuesday, May 28, 2024

A low fertility rate means fewer young adults entering the workforce to replace retirees, leading to labor shortages—unless immigration makes up the difference. In a recent analysis published in these pages, TrendMacro CEO Donald Luskin estimated that foreign-born people represent 80% of the adult-population increase in the U.S. since July 2022 and account for 71% of the 2.5 million new jobs. Without these workers, he estimated, the economy would have grown “less than a third as much as it actually has.”

Biden tariffs on Chinese EVs is 'outright protectionism': Don Luskin
Making Money on Fox Business
Friday, May 10, 2024

TrendMacro Chief Investment Officer Don Luskin reacts to Biden saying he will quadruple the tariff on Chinese electric vehicles on 'Making Money.'

Foreign-born workers play a big role in jobs growth: Don Luskin
Making Money on Fox Business
Friday, May 3, 2024

TrendMacro Chief Investment Officer Don Luskin discusses the impact of immigration on the labor market on 'Making Money.'

Latest round of Middle East turmoil is ‘another page in the same script’: Donald Luskin
Mornings with Maria on Fox Business
Friday, April 19, 2024

TrendMacro CIO Donald Luskin discusses the market response to turmoil in the Middle East and comments on the overall state of the U.S. economy.

Sprott Debates #1 - Don Luskin & Luke Gromen
Sprott Radio
Thursday, April 18, 2024

In a departure from our regular interviews, Sprott’s John Hathaway is joined be Luke Gromen and Don Luskin for a lively debate on the economy.

US economy is not sick, it doesn't need Fed rate cuts: Don Luskin
Making Money on Fox Business
Thursday, April 11, 2024

TrendMacro Chief Investment Officer Don Luskin discusses whether inflation or affordability is the bigger issue for consumers on 'Making Money.'

Quantitative tightening is something of a myth: Don Luskin
Making Money on Fox Business
Friday, March 22, 2024

TrendMacro Chief Investment Officer Don Luskin explains why markets should not fear deflation on 'Making Money.'

US is not facing any risk of 're-surging' inflation: Donald Luskin
Mornings with Maria on Fox Business
Monday, March 18, 2024

TrendMacro CIO Donald Luskin breaks down the Federal Reserve’s inflation fight on ‘Mornings with Maria.’

Capitalism is not greed, it is freedom to innovate: Don Luskin
Making Money on Fox Business
Wednesday, March 6, 2024

TrendMacro Chief Investment Officer Don Luskin reacts to Biden blaming higher food prices on corporate greed on 'Making Money.'

Stocks don't care what the Fed does: Don Luskin
Making Money on Fox Business
Monday, February 26, 2024

TrendMacro Chief Investment Officer Don Luskin discusses whether the Fed has credibility issues on 'Making Money.'

US inflation is a 'statistical aberration': Donald Luskin
Mornings with Maria on Fox Business
Wednesday, February 21, 2024

Trend Macrolytics founder and CIO Donald Luskin argues interest rates are not restrictive on a 'booming' economy and that short-term traders currently have 'viable' market options.

No recession, and deflation would be "reparations" for inflation
Journal Editorial Report
Saturday, February 17, 2024

The Wall Street Journal's Paul Gigot interviews TrendMacro CEO Donald Luskin on January's bad inflation numbers, the risk of recession and the prospect of deflation.

Chris Farrell: Productivity growth has led to our economic growth
Star Tribune
Saturday, February 17, 2024

A "fireside chat" with Donald Luskin, founder of TrendMacro, at the recent CFA Society of Minnesota annual dinner reminded me of the importance of paying attention to productivity. (There was no fireplace but a colorful bouquet of flowers instead.) The CFA Society of Minnesota is one of the oldest chapters of the CFA Institute, issuer of the chartered financial analyst designation.

During his remarks, Luskin made a compelling case for inflation turning into mild deflation — a decline in the overall price level — later this year. He also stressed in his analysis why improvements in productivity weren't ephemeral after emerging from the dramatic economic trauma of the pandemic. In addition to the workforce and business investment gains achieved during the pandemic disruption, he sees the rise of artificial intelligence boosting productivity in the long haul.

Fed rate cut in March is still in play: Don Luskin
Making Money on Fox Business
Tuesday, February 13, 2024

TrendMacro Chief Investment Officer Don Luskin analyzes the Fed's inflation strategy ahead of the January CPI report on 'Making Money.'

Why 37 Votes = A Hung Electoral College, a Contingent Election and the 7th Party System
Dr. Pippa's Pen & Podcast
Sunday, February 11, 2024

The best analysis of this possibility to date is by my old friend Donald Luskin at TrendMacro whose nouse on these matters has always been excellent. On February 8th, his team released a report called How Biden and Trump Can Both Lose. Easily. For months, he has said that there is a 50:50 chance of a contingent election, but now he goes much further and says it’s becoming a central scenario.

Don't engage in this Fed-Treasury 'conspiracy theory': Don Luskin
Making Money on Fox Business
Tuesday, January 30, 2024

TrendMacro chief investment officer Don Luskin analyzes the Fed's relationship with the Treasury Department on 'Making Money.'

Rate cuts are coming soon: Don Luskin
Making Money on Fox Business
Monday, January 22, 2024

TrendMacro chief investment officer Don Luskin analyzes the Federal Reserve's moves to regulate the economy on 'Making Money.'

Don Luskin's Outlook For Markets, The Fed, & The Economy
Schwab Network
Tuesday, January 16, 2024

"No hard landing, no soft landing, no landing at all. We're in a boom. There's no other word for it."

The economy is in a boom ‘on paper,’ but ‘it feels horrible’: Don Luskin
Making Money on Fox Business
Wednesday, January 10, 2024

TrendMacro chief investment officer Don Luskin says it is almost ‘certain’ that the Republicans will take the Senate in 2024 on ‘Making Money.

A recession is 'impossible' in this environment: Don Luskin
Making Money on Fox Business
Friday, December 29, 2023

TrendMacro chief investment officer Don Luskin reflects on his greatest financial hits and misses of the year on 'Making Money.'

Jerome Powell's Fed has been 'insanely lucky': Don Luskin
Making Money on Fox Business
Wednesday, December 20, 2023

TrendMacro Chief Investment Officer Don Luskin predicts the Fed will cut rates faster than they normally would in 2024 because they fear deflation on 'Making Money.'

Fed is still sticking to its big inflation lie: Don Luskin
Making Money on Fox Business
Thursday, December 7, 2023

TrendMacro Chief Investment Officer Don Luskin pushes back against the Fed's claim that growth causes inflation on 'Making Money.'

Economist predicts 'deflation is coming,' which will cause the Fed to 'scramble'
Fox Business
Monday, December 4, 2023

Ahead of the December meeting, one economist argued the Federal Reserve's "dangerously high" interest rate hikes are transitory, and that the Fed will make cuts in the first quarter of next year.

On "Mornings with Maria," Monday, TrendMacro CIO Donald Luskin explained his frustration with the Fed's rate hike campaign and his economic outlook. 

"Please, please, please, can we all stop listening to Jay Powell? Please. Mr. Inflation is transitory. He is still so embarrassed about that one. He's now insisting that his dangerously high-interest rates are not transitory. Oh, they will be," Luskin said. "Inflation is collapsing and he knows it. It's turning into deflation like I warned last time we talked. There will be rate cuts in Q1."

US economy is in the beginning of a ‘triumphal phase’: Donald Luskin
Mornings with Maria on Fox Business
Monday, December 4, 2023

TrendMacro CIO Donald Luskin shares his economic outlook on ‘Mornings with Maria.’

Fed's inflation job is done, time to cut interest rates: Don Luskin
Making Money on Fox Business
Thursday, November 30, 2023

TrendMacro CIO Don Luskin and Newedge Wealth CIO Cameron Dawson discuss whether the Fed could lower interest rates as soon as the first quarter of 2024 on 'Making Money.'

US economy needs deflation now: Don Luskin
Making Money on Fox Business
Saturday, November 18, 2023

TrendMacro Chief Investment Officer Don Luskin explains how deflation can help fix the government's inflation problem on 'Making Money.'

Evidence shows more the Fed tightens rates, 'the more the economy grows': Donald Luskin
Mornings with Maria on Fox Business
Tuesday, November 14, 2023

TrendMacro chief investment officer Donald Luskin looks ahead to the October consumer price index and its impact on markets.

Fed's Powell is 'cherry-picking' worst part of the inflation picture: Don Luskin
Making Money on Fox Business
Friday, October 27, 2023

TrendMacro CIO Don Luskin argues the Fed is still 'pretending' the US has an inflation problem even though it's largely been conquered on 'Making Money.'

This will be a great earnings season: Donald Luskin
Mornings with Maria on Fox Business
Monday, October 9, 2023

TrendMacro Chief Investment Officer Donald Luskin reacts to oil prices rallying as attacks on Israel could fuel tensions in the Middle East.

Don Luskin: The economy supports the stock market
Making Money on Fox Business
Monday, October 2, 2023

TrendMacro chief investment officer Don Luskin reveals why he is bullish on 'Making Money.'

US fiscal spending on the rise again
Making Money on Fox Business
Thursday, September 7, 2023

TrendMacro Chief Investment Officer Don Luskin provides insight on the Federal Reserve's moves on 'Making Money.'

"Inflation isn’t just moderating, it is collapsing," says TrendMacro CEO Don Luskin
Schwab Network
Monday, August 28, 2023

"We’re going to have outright deflation." Luskin sees now as an opportunity to lay out some shorts in anticipation of weakness to come.

What is the health of the US banking system?
Making Money on Fox Business
Monday, August 21, 2023

TrendMacro chief investment officer Don Luskin says a growing economy is 'like a growing boy' on 'Making Money.'

Bank downgrades are ‘just beginning’ if Fed continues to raise rates: Donald Luskin
Mornings with Maria on Fox Business
Wednesday, August 16, 2023

TrendMacro Chief Investment Officer Donald Luskin joins ‘Mornings with Maria’ to discuss the Fed’s potential to continue to raise rates and its impact on bank stocks.

Don Luskin to investors: You don't have to sell all at once
Making Money on Fox Business
Tuesday, August 8, 2023

TrendMacro chief investment officer Don Luskin details how investors can tread an unpredictable market on 'Making Money.'

Charles Payne: We saw the wheels of justice this week
Making Money on Fox Business
Friday, July 28, 2023

FOX Business host Charles Payne and TrendMacro chief investment officer Don Luskin weigh in on the Sam Bankman-Fried saga and term limits for officials on 'Making Money.'

When buyers are done, the bull market is done: Don Luskin
Making Money on Fox Business
Monday, July 10, 2023

TrendMacro chief investment officer Don Luskin unpacks disinflation and investing in stocks on 'Making Money.'

The people most unhappy with Biden are the middle class: Liz Peek
Evening Edit on Fox Business
Thursday, July 6, 2023

Fox News contributor Liz Peek and Trend Macrolytics CIO Donald Luskin discuss former President Donald Trump and President Biden’s South Carolina visits on ‘The Evening Edit.’

Economy needs deflation to undo inflation: Don Luskin
Making Money on Fox Business
Thursday, June 22, 2023

TrendMacro chief investment officer Don Luskin gives his take on the Federal Reserve's response to rising consumer prices on 'Making Money.'

Supreme Court can check President Biden's executive orders: Donald Luskin
Evening Edit on Fox Business
Thursday, June 8, 2023

TrendMacro chief investment officer Donald L. Luskin weighs in on House Speaker McCarthy's debt deal with President Biden on 'The Evening Edit.'

There will be no Federal Reserve rate hikes in June or July: Donald Luskin
Mornings with Maria on Fox Business
Tuesday, June 6, 2023

TrendMacro chief investment officer Donald Luskin provides insight on the Fed's response to inflation on 'Mornings with Maria.'

The debt ceiling bill is not what it is claiming to be: Don Luskin
Making Money on Fox Business
Thursday, June 1, 2023

TrendMacro chief investment officer Don Luskin gives his take on the debt bill on 'Making Money.'

Has the War on Inflation Already Been Won?
Wall Street Journal
Monday, May 29, 2023

The money supply doesn’t tell the whole story.

The US money supply is contracting: Don Luskin
Making Money on Fox Business
Friday, May 26, 2023

TrendMacro chief investment officer Don Luskin provides insight on inflation on 'Making Money.'

Markets got the memo that the rate-hiking cycle is over: Don Luskin
Making Money on Fox Business
Tuesday, May 9, 2023

TrendMacro Chief Investment Officer Don Luskin provides insight on the debt ceiling debate and the Fed's policies on 'Making Money.'

Why is wage growth slowing?
Making Money on Fox Business
Monday, April 24, 2023

TrendMacro chief investment officer Don Luskin gives his take on businesses throwing in the towel on 'Making Money.'

Don Luskin to investors: Now is the time to buy the wreckage
Making Money on Fox Business
Tuesday, April 4, 2023

TrendMacro chief investment officer Don Luskin reacts to the arraignment of President Trump and provides investing advice on 'Making Money.'

Powell keeps redefining what worries him about inflation: Don Luskin
Making Money on Fox Business
Tuesday, March 14, 2023

TrendMacro chief investment officer Don Luskin calls out Fed Chair Powell's leadership on 'Making Money.'

Money Supply and Inflation
Institute for Policy Innovation
Friday, March 3, 2023

Inflation has everyone’s attention. In this podcast, economist and financial analyst Don Luskin explains to IPI’s Merrill Matthews why the rapid increase in the money supply caused the inflation. And the declining money supply means inflation is on its way down.

Don Luskin on the stock market: 'US is nowhere near a recession'
Making Money on Fox Business
Thursday, February 16, 2023

TrendMacro chief investment officer Don Luskin reacts to inaccurate data surveys that erode public trust in the market on 'Making Money.'

Inflation Proves Stubborn in January
Wall Street Journal
Tuesday, February 14, 2023

...the sharp decline in the money supply that began last year will lead to rapid disinflation in the coming months and perhaps a recession. Wall Street forecaster Ed Hyman of Evercore ISI and Don Luskin of Trend Macro are anticipating similar inflation declines and are warning about the risk of recession. They note that Milton Friedman said monetary policy works with “long and variable lags” of a year or two.

Don Luskin: US turning a blind eye to the network of Chinese spying
Making Money on Fox Business
Tuesday, February 7, 2023

TrendMacro chief investment officer Don Luskin reacts to President Biden's response to the Chinese spy balloon on 'Making Money.'

Don Luskin: Fed thinks inflation is the result of too much demand
Making Money on Fox Business
Friday, January 20, 2023

TrendMacro chief investment officer gives his take on the Federal Reserve's response to record-high inflation on 'Making Money.'

Donald Luskin: The New York Times doesn't want to vilify Sam Bankman-Fried
Making Money on Fox Business
Thursday, December 29, 2022

TrendMacro chief investment officer reacts to the FTX scandal and reveals the recipe for a good life on 'Making Money.'

Gambling Is Not the Future
Wall Street Journal
Sunday, November 6, 2022

Regarding Donald Luskin’s op-ed “The Feds Don’t Want You Betting on Elections” (Nov. 2): Listed futures contracts must serve some commercial purpose, such as hedging grain or currencies. A futures contract for $2 on Backfire in the third race at Pimlico, however, would be gambling. The Commodity Futures Trading Commission is saying that electoral futures are gambling, not commercial.

Banning election betting 'not going to be good' for markets: Donald Luskin
Mornings with Maria on Fox Business
Friday, November 4, 2022

TrendMacro chief investment officer Donald Luskin argues the impact of shutting down election betting silences 'free speech about politics.'

The more pessimistic investors are, the more bullish you have to be: Don Luskin
Making Money on Fox Business
Thursday, October 27, 2022

TrendMacro chief investment officer Don Luskin provides insight on the United States' GDP on 'Making Money.'

PayPal's policy is taking cancel culture to a whole new level: Donald Luskin
Making Money on Fox Business
Monday, October 10, 2022

TrendMacro chief investment officer Donald Luskin reacts to PayPal fining users $2,500 for sharing misinformation on 'Making Money.'

Result of Poor Municipal Leadership
Flash Report
Monday, October 3, 2022

Mr. Luskin founded a company, Trend Macrolytics, after a long and distinguished career in the investment sector of the economy... Three years ago, Mr. Luskin relocated his business to Dallas from Chicago... As Luskin says you can see it in their eyes. He told me "When there is opportunity, upward mobility, the way people act accelerates that opportunity into a virtuous cycle. When there is upward mobility, everyone you meet might be someone who can help you move up, so you are always nice, always positive, always helpful, always respectful, always putting your best foot forward. That attitude creates bonds of commitment and trust that are essential to the environment of opportunity. It is therefore a self-fulfilling prophecy. The opposite is true too. When people think there is no opportunity, they act rude, bitter, resentful, untrusting. Even if there were opportunity, that would destroy it."  

It is a privilege to work: Donald Luskin
Making Money on Fox Business
Monday, September 19, 2022

TrendMacro chief investment officer shreds President Joe Biden's comments on record-high inflation and weighs in on government programs on 'Making Money with Charles Payne.'

High power costs are a result of these sacrifices: Donald Luskin
Making Money on Fox Business
Wednesday, September 7, 2022

TrendMacro chief investment officer Donald Luskin provides insight on energy production on 'Making Money.'

Tom Giovanetti filling in for Mark Davis with Don Luskin joining in
Mark Davis Show
Tuesday, September 6, 2022

Is inflation rolling over? What caused it? How long will it take to get back to normal?

Is Inflation Going Away? with Don Luskin
Institute for Policy Innovation
Monday, September 5, 2022

Don Luskin, Chief Investment Officer of TrendMacro, explains why inflation is already in decline and is going to recede faster than most have expected. With IPI Resident Scholar Dr. Merrill Matthews and IPI President Tom Giovanetti.

This is a formula for inflation: Donald Luskin
Making Money on Fox Business
Wednesday, August 31, 2022

TrendMacro CIO weighs in on states sending out checks to combat rising inflation on 'Making Money with Charles Payne.'

Inflation Is Going Away, But For Reasons You’re Not Told
Heartland Institute
Monday, August 22, 2022

The government wants you to think its policies are reducing inflation. This isn’t the truth. Inflation is going away because government money infusion is over. Inflation is always a monetary problem of too much money chasing too few goods. The COVID lockdown saw the greatest infusion of money in the shortest time in the history of the world at a time when the economy that was shut down. That spending is over and the economy is turning out goods and services again, so the cause of the inflation has ended. Neither the inflation reduction act nor the Federal Reserve raising interest rates is responsible for the waning inflation, but they could bring it back.

It should be no surprise we have inflation: Don Luskin
Making Money on Fox Business
Friday, August 19, 2022

TrendMacro Chief Investment Officer Don Luskin gives his take on the Federal Reserve's response to record-high inflation on 'Making Money.'

More IRS agents mean 'unparalleled power' to investigate Americans 'at all wealth levels': Expert
Making Money on Fox Business
Monday, August 8, 2022

TrendMacro CIO Donald Luskin calls the push to hire more IRS agents an 'invasive' 'state apparatus.'

Latest bold rate hike by Fed will test grip of inflation on US
China Daily
Thursday, July 28, 2022

"Since the onset of the pandemic, lawmakers have spent about $6 trillion on various income-support programs for households and businesses," wrote Donald Luskin, chief investment officer of TrendMacro, in a piece in The Wall Street Journal. "That all dropped straight into the bank accounts that are part of M2, which also grew about $6 trillion over precisely the same period." 2 is cash in circulation along with liquid bank and money-market fund balances.

Luskin quoted famed economist Milton Friedman who said that "inflation is always and everywhere a monetary phenomenon". Growth in M2 peaked at an astronomical 27 percent in February 2021, but has been falling since, Luskin said.

There is nothing Powell can do, except cause a recession: Donald Luskin
Making Money on Fox Business
Monday, July 25, 2022

TrendMacro chief investment officer Donald Luskin gives his take on the consequences of rate hikes from the Federal Reserve on 'Making Money.'

Jobs move from blue states to red
Journal Editorial Report on Fox
Saturday, July 9, 2022

Paul Gigot interviews TrendMacro CIO Donald Luskin on jobs day -- why the drop in labor force participation, and why is all the job growth in red states?

How the effects of COVID economic shutdown still linger today
Making Money on Fox Business
Friday, July 1, 2022

Trendmacro CIO Donald Luskin reacts to Jay Powell's handling of record-high inflation and flight cancellations on 'Making Money with Charles Payne.'

COVID spending bill is responsible for inflation: Expert
Making Money on Fox Business
Monday, June 20, 2022

TrendMacro CIO Donald Luskin reacts to the Biden administration allegedly downplaying recession possibilities while Americans struggle with record-high inflation on 'Making Money.'

And Now This: Some Things They Say in Texas
Last Week Tonight
Monday, May 23, 2022
Consistently talking about inflation contributes to it: Expert
Making Money on Fox Business
Tuesday, May 10, 2022

Don Luskin and Rep. Lee Zeldin provide insight on record-high inflation on 'Making Money.'

Elon Musk is being demonized by the left because he favors free speech: Donald Luskin
Making Money on Fox Business
Monday, April 25, 2022

TrendMacro CIO weighs in on the controversy over the Tesla CEO's bid to control Twitter on 'Making Money.'

CIO calls out 'narrative of lawlessness' following Brooklyn train shooting
Making Money on Fox Business
Wednesday, April 13, 2022

TrendMacro chief investment officer Donald Luskin weighs in on rising crime after the Brooklyn train shooting suspect was arrested and gives his take on inflation on 'Making Money.' 

Troubling inflation rate stems from 'ignoring the supply side': Donald Luskin
Making Money on Fox Business
Tuesday, March 15, 2022

TrendMacro chief investment officer provides economic strategies to lower inflation and interest rates on 'Making Money.'

White House trucking plan ignores drivers' most dire need: Parking
Making Money on Fox Business
Monday, January 24, 2022

TrendMacro CIO Donald Luskin says the Biden administration has a 'knowledge problem' about the trucking industry.

The Fed can get 'the hell out of the way' and let economy grow: Luskin
Making Money on Fox Business
Thursday, January 13, 2022

TrendMacro CIO Donald Luskin argues the Federal Reserve can't really do anything about inflation.

Bad policies driving good people out of California: TrendMacro CIO
"Making Money" on Fox Business
Monday, December 27, 2021

TrendMacro CIO Donald Luskin discusses California's green energy goals on 'Making Money.'

Data-driven and pragmatic, Don Luskin takes on the bears
The IRF Podcast
Wednesday, December 22, 2021

IRF’s JP Smith is joined by Donald Luskin of TrendMacro in this riveting podcast where Donald iterates his view that the post-pandemic bull market is not over. Recalling past crises, Donald remarks that such events promote rapid innovation. In the case of the Covid-19 pandemic, technological innovations have partly facilitated vast growth. Thus, despite the challenge of reliably measuring productivity and a workforce reduced by 5 million, US GDP on a real inflation adjusted basis is far higher than pre-pandemic levels. Addressing the elephant in the room, the looming impact of the Omicron variant, Donald draws on TrendMacro's COVID-19 pandemic and impact of lockdowns model which provides insights on the supposed benefits, or lack of benefits, from implementing lockdowns. Additionally, he expresses his view that inflation is transitory and that the bond market does not reflect the views of many prominent economic thinkers. Donald further shares his thoughts on commodities and in particular, oil – which is experiencing a demand shortfall due to reduced global mobility. 

Manchin 'saved the Democratic party from itself' by saying 'no' to 'Build Back Better'
"Making Money" on Fox Business
Monday, December 20, 2021

TrendMacro CIO Donald Luskin argues Democrats 'just want to put on a show' by slamming Sen. Joe Manchin given House representatives are up for reelection next year.

Bond Bubble Bigger
Wall Street Journal
Friday, December 17, 2021

Don Luskin of TrendMacrolytics writes in a note to clients today: "Global real rates and yields are now the lowest in the history of the data." His data goes back decades and he notes that 10-year government bonds in the U.S., Europe and much of the rest of the world are yielding less than inflation. Lately in the United States, inflation has been outrunning the yield on the 10-year Treasury by more than five full percentage points. This brutal negative real return is worse than anything investors have received since an inflation event that really did prove to be transitory.

Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever
Portfolio
Tuesday, November 23, 2021

Tull therefore invited Dunn, Grossman and Luskin over to lunch at Morgan Stanley's opulent dining room to explain how they wanted to launch a series of exchange-traded index funds that tracked international stockmarkets. SPDR was hardly a roaring success, but Luskin seemed particularly keen on the idea. Luskin, a college dropout turned options trader, was unusually abrasive for BGI, a company that was dominated mostly by clean-cut soft-spoken former academics like Grossman, who would debate and analyze everything to death. But even Luskin's detractors admit that he was brilliant, that he brought a lot of drive and trading expertise to the organization, and that his bluntness could be useful at a place in love with never-ending Socratic debate. Luskin handed the practical task of building to suite of ETFs to Amy Schioldager, a fund manager responsible for BGI's international index funds. "Make it happen," he tersely instructed her, with little instruction on how to do it. 

Tweedledum and Tweedledee at the Fed
Wall Street Journal
Wednesday, November 17, 2021

One purported difference is that Mr. Powell will be more independent than Ms. Brainard, who is close to Treasury and a partisan Democrat. As Donald Luskin of TrendMacro notes, she struck a dovish tone in September before the 2016 election, but on the eve of the Trump Presidency in January 2017 she suddenly discovered that the Fed was close to its inflation and unemployment targets. Two months later she was calling for tighter money. As she has auditioned for the top job, her recent speeches have embraced the Democratic Party’s progressive passions—climate change, racial and gender equity, “financial inclusion.”

'Time to drain the system,' stop spending
Making Money on Fox Business
Wednesday, November 17, 2021

TrendMacro CIO Donald Luskin joins 'Making Money' to discuss who's responsible for flooding the market with money.

Bogus Science: How Scare Politics Robs Voters, Corrupts Research and Poisons Minds, by George Melloan
Republic Book Publishers
Tuesday, November 9, 2021

A Wall Street Journal article by Donald L. Luskin of TrendMacro, a global investment strategy consulting firm, was titled "The Failed Lockdown Experiment." ...In other words, lockdowns may have worsened the Covid-19 problem. Was the enormous damage inflicted by the lockdowns another case of scare politics terrorizing America and the world? A case can be made that it was.

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