The pace of labor market growth remains strong, casting doubt on Powell's stimulus mantra.
Donald L. Luskin
No Blue Wave, But Now What?
Friday, November 6, 2020
Trump’s best path now is to litigate toward a “contingent election” where GOP House gains have strengthened his hand.
On the November FOMC
Thursday, November 5, 2020
A statement and a presser with literally nothing new – it shows how very normal things are.
Our Hot Take on the Election
Wednesday, November 4, 2020
No blue wave. Trump declares war. Worst policy risks off the table if GOP holds the Senate.
What to Watch on Election Night and Beyond
Wednesday, October 28, 2020
If Biden wins, we might know it on election night. If Trump wins, it could be weeks.
The First Skirmish in the Chaos Election
Tuesday, October 20, 2020
A Supreme Court deadlock on Pennsylvania balloting, but stocks continue to vote Trump.
On Our 2020 Election Model and the September Jobs Report
Friday, October 2, 2020
Payrolls earn more electoral college votes for Trump. He’ll need them as the recovery matures.
On Trump Tests Positive
Friday, October 2, 2020
From the bully of the debates to a vulnerable human being, in mere hours. A new wild card.
On the First Trump-Biden Debate
Wednesday, September 30, 2020
Trump won on points, but no TKO. Mr. Market is going to have to live with more uncertainty.
If It’s a V-Shaped Recovery, What About Oil Prices?
Thursday, September 24, 2020
OPEC+ must optimize rebounding demand, huge inventories, and resilient US fracking.