The Fed means it. Yes, inflation can rise above 2%. No, we won’t tighten when it does.
Donald L. Luskin
On the February Jobs Report
Friday, March 5, 2021
A great month that could have been greater (and next month will be).
The Electric Future is Driven by Oil
Friday, February 19, 2021
Hybrids will dominate new car sales. A renewed Iran deal is a bigger threat to oil prices.
On the January Jobs Report
Friday, February 5, 2021
You want more payrolls? Forget “stimulus.” End the lockdowns.
GameStop: Reddit Where Credit is Due
Monday, February 1, 2021
It’s not a retail frenzy, a “stimulus” bubble or a systemic credit risk. It’s just a correction.
On the January FOMC
Wednesday, January 27, 2021
Powell was baited repeatedly to make gaffes on GameStop and inflation – but he didn’t.
The Coming Trump Energy Vacuum
Tuesday, January 19, 2021
The Capitol incident didn’t reverse the vote for Trump or build a bigger mandate for Biden.
On the December Jobs Report
Friday, January 8, 2021
A reaction to more social distancing, not a sign of a double-dip. That won't stop the calls for more stimulus.
On Georgia
Wednesday, January 6, 2021
Markets should be more concerned. It will be easier for Dems to tax than to spend.
A Boom in 2021… But What Could Make It Bust?
Monday, January 4, 2021
Georgia tomorrow is the first threat. Then inflation, rising yields, China and Iran.