Donald L. Luskin

On the January FOMC
Wednesday, January 30, 2019
Donald L. Luskin
Promises kept. A dovish pause with “patience,” and the balance sheet off “automatic pilot.”  
Next Stop on the Jay Powell Apology Tour
Monday, January 28, 2019
Donald L. Luskin
A planted story sets up Powell to sound both dovish and smart about the balance sheet.
The Most Annoying Fed Chair Ever
Thursday, January 10, 2019
Donald L. Luskin
He’s on a tight leash. But he’s still way over his head, ignorant, arrogant and tone-deaf.
On the December Jobs Report
Friday, January 4, 2019
Donald L. Luskin
A huge beat relieves the stench of impending recession. We face the risks from strength.
On Powell in Rehab
Friday, January 4, 2019
Donald L. Luskin
He knows he blew it bad in December, and did everything he could to make it right.
2019 Outlook: Confidence Rots from the Head Down
Monday, December 31, 2018
Donald L. Luskin
Stocks are cheapest since 2013, driven by Trump’s high-risk games with China and Powell.
Did Powell Just Cut a Deal?
Sunday, December 23, 2018
Donald L. Luskin
From firing threat Friday to denials Saturday, Trump may have solved his Powell problem.
It’s Not “Quantitative Tightening” – It’s Powell
Thursday, December 20, 2018
Donald L. Luskin
He’s gone rogue and lost the market’s confidence. One way or the other, he’s got to go.
On the December FOMC
Wednesday, December 19, 2018
Donald L. Luskin
The “not-dovish hike” is a scary echo of Yellen’s bull-headed lift-off error in 2015.
Death by China on the Way to Yes
Monday, December 17, 2018
Donald L. Luskin
China is surrendering because it is under pressure. It can hold together until a deal is done.

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