The fentanyl busts confirm China has lined up with Trump against Elizabeth Warren.
Donald L. Luskin
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.
Impeachment and China-Bashing 2020
Monday, September 30, 2019
The Ukraine uproar may make both Trump and Xi want to defer a deal till after the elections.
On the September FOMC
Wednesday, September 18, 2019
The worst of the “heightened uncertainties” is that the Fed is more at sea than ever.
Don’t Panic Over the Saudi Attack and the Oil Supply
Wednesday, September 18, 2019
OPEC would have had to cut output anyway, given the dramatic increase in American production.
The Oil Glut Even Drones Couldn’t Fix
Monday, September 16, 2019
Not how we expected Saudi production to be curbed to accommodate a Permian surge.