Trump Is Right -- the Fed Is Still Tightening
Sure, the size of the balance sheet is holding steady, but leaving riskier assets in the market will slow growth.
Sure, the size of the balance sheet is holding steady, but leaving riskier assets in the market will slow growth.
The US has captured all the oil demand growth of the last three years. Onward and upward.
TrendMacro CIO Donald Luskin says the Democrats’ impeachment proceedings is to harass a president they disagree with and do not like.
An economic model developed by investor Donald Luskin suggests that Trump would receive 340 electoral votes, significantly more than the 270 needed to win the presidency.
But he cautioned that the new tariffs presented an “unlikely but credible nightmare scenario” in which China spiraled into a recession. That could then lead to a downturn in the United States and erode the president’s relative strength on the economy.
“It’s not that we can’t take China down,” Luskin said. “It’s that we can’t take China down without taking ourselves down.”