Taking more of Iran's production off the market won't cause a shortage, it will prevent a glut.
Donald L. Luskin
What you're not hearing about oil and the Iran sanctions
Monday, April 22, 2019
What you're not hearing about Chinese growth
Wednesday, April 17, 2019
China's economy isn't "strengthening" or "rebounding." At best, it's desperately holding together while trade talks drag on.
So About That Recession
Monday, April 15, 2019
Everything causing a recession has stopped causing it. 10-year yields finally realize that.
What you're not hearing about Cain, Moore and the gold standard
Monday, April 8, 2019
If Alan Greenspan and Stanley Fischer can talk about gold as a policy tool, why can't Trump's nominees?
On the March Jobs Report
Friday, April 5, 2019
A relief from February’s recession warning. Then why aren’t bond yields backing up?
What Jay Powell should be telling you about the inverted yield curve
Monday, April 1, 2019
Trump and Kudlow are baiting Powell to cut rates -- but Powell himself said he would listen to an inverted yield curve.
The Curve Inverts, and a “Growth Hawk” for the Fed
Monday, March 25, 2019
Maybe there’d be no inversion at all if Trump had picked Moore instead of Powell.
On the March FOMC
Wednesday, March 20, 2019
Powell brings the whole FOMC on his apology tour. Mystery remains for the balance sheet.
What Jay Powell isn’t going to tell you about the Fed's balance sheet
Tuesday, March 19, 2019
Size doesn't matter. It's the maturity composition that makes all the difference.
Inside Our 2020 Presidential Election Prediction Model
Monday, March 18, 2019
Trump’s huge predicted win is robust to a cooling economy, but not to even a mild recession.