An inexplicably big beat, on top of last month’s. At the same time, OPEC does the right thing.
Donald L. Luskin
Can This Year Just Please Be Over?
Wednesday, December 4, 2019
Sadly, no. In December three risk events: OPEC, the Fed, and new tariffs on China.
Hong Kong Human Rights Act: Another Weapon for Trump
Thursday, November 21, 2019
It proves being “soft on China” is political kryptonite. Xi dares not try to outlast Trump.
The Bloomberg Threat
Tuesday, November 12, 2019
Bloomberg’s emergence prolongs the trade war and risks repeal of corporate tax cuts.
China Votes Trump 2020
Thursday, November 7, 2019
The fentanyl busts confirm China has lined up with Trump against Elizabeth Warren.
On the October Jobs Report
Friday, November 1, 2019
A massive recession-defying beat, yet totally dove-friendly for the Fed.
On the October FOMC
Wednesday, October 30, 2019
The Fed is no longer tight (but it’s not easy, either). It took a 1.9% GDP quarter to get it.
The (“Phase 1”) (Unpapered) (Unsigned) China Trade Deal
Monday, October 14, 2019
A political masterstroke: Trump gets to run as a trade war-time president who is winning.
Trump Loves Muslims (In China)
Wednesday, October 9, 2019
By linking trade to human rights, Trump just co-opted Elizabeth Warren’s China policy.
On the September Jobs Report
Friday, October 4, 2019
The dove-friendliest report ever – and with only scant confirmation of recession.