A deficit hawk has emerged as the unlikely man at the margin on tax cuts.
Donald L. Luskin
So Far So Good
Thursday, September 15, 2005
Pro-growth policy is still on track, despite post-Katrina economic and spending shocks.
Blamestorm
Tuesday, September 6, 2005
The post-Katrina risks to markets are mostly political, not economic.
Water In The Streets
Thursday, September 1, 2005
Katrina could trigger important revaluations in stocks, bonds, and oil.
Oil In Perspective
Thursday, August 25, 2005
The risk from record oil prices is less than meets the eye -- or, at least, different.
The Fed's Oil Crisis
Monday, August 15, 2005
The oil spike has a strong inflationary component -- yet it may make the Fed less vigilant.
Are Stocks Protected from Protectionism?
Thursday, August 4, 2005
The market has celebrated deliverance from the China tariff crisis -- but is it really over?
Earnings Surprise
Friday, July 15, 2005
In a pessimistic and politicized world, stocks are just barely beginning to reflect the macro positives.