Powell again calls for stimulus, but the Fed didn’t follow up on its hint it would provide more.
Donald L. Luskin
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.
Shale Survives, and May Soon Thrive
Tuesday, December 8, 2020
OPEC accommodates US market share, and restarting shut-ins provides needed cash flow.
On the November Jobs Report: Payrolls vs the Third Wave
Friday, December 4, 2020
A big miss, and the least-strong month so far, as social distancing makes a comeback.
How Will Biden Govern?
Friday, November 20, 2020
He was nominated and elected as a centrist. The GOP Senate will be sure he stays that way.
What the Heck is Trump Thinking?
Wednesday, November 11, 2020
A well-earned post-election post-vaccine relief rally. But is the election really over?
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 October Jobs Report
Friday, November 6, 2020
The pace of labor market growth remains strong, casting doubt on Powell's stimulus mantra.
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.