Hybrids will dominate new car sales. A renewed Iran deal is a bigger threat to oil prices.
Donald L. Luskin
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.
On the December FOMC
Wednesday, December 16, 2020
Powell again calls for stimulus, but the Fed didn’t follow up on its hint it would provide more.
Do We Need More Stimulus?
Monday, December 14, 2020
Nice, yes. Need? No. Either way we’re winning World War “V” and 2021 could be a boom.