On the September FOMC
The worst of the “heightened uncertainties” is that the Fed is more at sea than ever.
Don’t Panic Over the Saudi Attack and the Oil Supply
OPEC would have had to cut output anyway, given the dramatic increase in American production.
Federal Reserve - 2019-09-17
Oil - 2019-09-16
The Oil Glut Even Drones Couldn’t Fix
Not how we expected Saudi production to be curbed to accommodate a Permian surge.
Trump is pushing China to a point of crisis
TrendMacro CIO Donald Luskin reacts to the August jobs report and the U.S.-China trade dispute.