Mr. Market says Trump will win – but there could be weeks of uncertainty after election day.
Donald L. Luskin
Powell at Jackson Hole, and the Inflation Makeup Strategy
Thursday, August 27, 2020
A new license to let the economy “run hot.” Goodbye Phillips Curve and “automatic pilot.”
On the Dems’ “Virtual Convention”
Friday, August 21, 2020
The die is cast: Biden and Harris are set to repeat Clinton’s 2016 errors.
On Harris for Veep
Tuesday, August 11, 2020
Biden picks an unskilled campaigner who will drive turn-out for Trump.
On Trump’s Executive Action Stimulus
Sunday, August 9, 2020
Trump wins the stimulus bidding war. Meanwhile, a possible “Dukakis moment” for Biden.
On the July Jobs Report, and Our 2020 Election Model
Friday, August 7, 2020
Big number, big beat. But a deceleration thanks to the second wave scare. That’s over now.
On the July FOMC
Wednesday, July 29, 2020
Luckily, Powell is in charge of monetary policy, not public health policy.
When Is Mr. Market Going to Start Worrying About President Biden?
Monday, July 27, 2020
Bidenomics would knock 12% off S&P 500 earnings and give the Fed a new third mandate.
A Second Wave of Lockdowns?
Tuesday, July 14, 2020
Blue California caves to the panic. But virus spread is worst in stoic Red states.
On the June Jobs Report, and Our 2020 Election Model
Thursday, July 2, 2020
Best jobs report ever. But Trump needs another 8 million payrolls by election day.