Where are financial sector earnings going to come from? And where's the safety net when the PDCF expires?
Donald L. Luskin
Commodity Prices: Blame the Indexers?
Wednesday, May 28, 2008
It's an intriguing idea -- but to the extent it's true, it's only a temporary effect.
The Upside of Obamanation
Thursday, May 22, 2008
Amidst a nasty correction in stocks, a (sort of) bullish take on an Obama presidency.
The Fed's New New Facility
Friday, May 16, 2008
Just when the Fed got things figured out, it's poking the hornet's nest with a new policy tool.
The Next Thing to Worry About
Thursday, May 8, 2008
As the credit crisis eases, it's time to turn to the growth risks of the November election.
No Pause Promise, But No Panic
Thursday, May 1, 2008
The FOMC was disturbingly vague -- but the finger is off the rate-cut trigger.
There Will Not Be Blood
Thursday, April 24, 2008
The surge in oil has been somewhat overdone, but at base it's a sign of improving growth prospects.
The Bear Stearns Bottom: One Month Later
Thursday, April 17, 2008
The economy stabilizes short of recession, and "inflation plays" emerge as "growth plays."
2 + 2 = 3 and 3 - 2 = 2
Monday, April 7, 2008
The Fed's new virtuous cycle changes the relationship of growth and inflation.