Donald L. Luskin

On Trump Playing the Hong Kong Card
Thursday, August 15, 2019
Donald L. Luskin
Hong Kong is an existential pressure point for China, and Trump is starting to push on it. 
Never Let a Good Currency Crisis Go to Waste
Wednesday, August 14, 2019
Donald L. Luskin
The curve inverts, with RMB (and Hong Kong’s airport) at the edge of chaos.
Trump Is Right -- the Fed Is Still Tightening
Tuesday, August 13, 2019
Donald L. Luskin
Sure, the size of the balance sheet is holding steady, but leaving riskier assets in the market will slow growth.
Despite the Gloom, Still a Shale Boom
Tuesday, August 13, 2019
Michael Warren and Donald Luskin
The US has captured all the oil demand growth of the last three years. Onward and upward.
China the Currency Manipulator, and So What?
Tuesday, August 6, 2019
Donald L. Luskin
A toothless move, but it shows Trump no longer cares about scaring the stock market.
RMB Breaks 7: Is this “the Edge of Chaos”?
Monday, August 5, 2019
Donald L. Luskin
Trump will take a great deal now, not just a good one. China may be forced to offer it.
On the July Jobs Report
Friday, August 2, 2019
Donald L. Luskin
An ordinary July, except that it kicks off the eleventh year of the business cycle expansion.
On the New China Tariffs
Thursday, August 1, 2019
Donald L. Luskin
The risk isn’t the tariffs – it’s that they could push RMB through 7, and collapse oil prices.
On the July FOMC
Wednesday, July 31, 2019
Donald L. Luskin
One small step for the Fed. It should have been a giant leap. Then there was that gaffe...
What you're not hearing about capex, housing and next week's FOMC
Thursday, July 25, 2019
Donald L. Luskin
With so many good reasons to cut rates -- and with so many Powell lies -- 50 bp is a real possibility.

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