Fed rate cut in March is still in play: Don Luskin
TrendMacro Chief Investment Officer Don Luskin analyzes the Fed's inflation strategy ahead of the January CPI report on 'Making Money.'
Today’s CPI Miss
They upweighted the stuff that inflated most and downweighted the stuff that deflated most.
US CPI/PPI - 2024-02-12
US Unconventional CPI - 2024-02-12
Oil - 2024-02-11
Beware: A cheese crisis looms
Gaza after the war: lessons of experience
Why 37 Votes = A Hung Electoral College, a Contingent Election and the 7th Party System
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.