Trump’s new tariffs threw China into a currency crisis
TrendMacro CIO Donald Luskin discusses the ongoing U.S.-China tariff war and why he is critical of Federal Reserve Chairman Jerome Powell.
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.
US Unconventional CPI - 2019-08-12
US CPI/PPI - 2019-08-12
Despite the Gloom, Still a Shale Boom
The US has captured all the oil demand growth of the last three years. Onward and upward.
Oil - 2019-08-11
Democrats show division on impeachment proceedings
TrendMacro CIO Donald Luskin says the Democrats’ impeachment proceedings is to harass a president they disagree with and do not like.