A tough statement about US/China negotiations means China is still in negotiations.
Donald L. Luskin
On the Mexico Tariffs
Friday, May 31, 2019
This one’s for the base. Trade war, meet immigration war.
Sympathy for the Tariff Devil
Friday, May 17, 2019
It’s probably a ploy, but if not, this is no Smoot-Hawley. The real risk is Chinese recession.
On Trump’s Tariff Tweets
Monday, May 6, 2019
This is how deals are done. Trump has to act crazy and scare markets, or he won’t scare Xi.
On the April Jobs Report
Friday, May 3, 2019
Today’s strong numbers are as full of contradictions as February’s weak ones.
On the May FOMC
Wednesday, May 1, 2019
Trump is right, and if inflation stays “wonderfully low,” even Powell will agree to cut rates.
The Perfect Moment to Take Out Iran
Tuesday, April 23, 2019
A "Saudi call" and a million more barrels/day from the Permian mean little upside risk for oil.
So About That Recession
Monday, April 15, 2019
Everything causing a recession has stopped causing it. 10-year yields finally realize that.
On the March Jobs Report
Friday, April 5, 2019
A relief from February’s recession warning. Then why aren’t bond yields backing up?
The Curve Inverts, and a “Growth Hawk” for the Fed
Monday, March 25, 2019
Maybe there’d be no inversion at all if Trump had picked Moore instead of Powell.