Yesterday’s attack is a wildcard, but Le Pen’s euro threat remains only a cygne noir.
Donald L. Luskin
Trump Gives the BAT the Boot
Monday, April 17, 2017
In a confusing week of pro-growth flip-flops, the White House takes the reins on tax reform.
On the March Jobs Report
Friday, April 7, 2017
Lousy hard data. Great soft data. Actually, under the surface, there was great hard data too.
Time for Taper Tantrum Two?
Thursday, April 6, 2017
Get over it. After the 2008 panic, QE never did much anyway. We won’t miss it.
Does AHCA Kill Tax Reform?
Monday, March 27, 2017
This fiasco teaches the GOP to keep it simple, stupid. That means no border adjustment.
The Demographics Myth
Monday, March 20, 2017
The greying of America doesn't explain "secular stagnation," and won't restrain recovery.
On the March FOMC
Wednesday, March 15, 2017
A dovish dissent from Kashkari, preening for Yellen’s job. The longer-run “dots” don’t move.
On the February Jobs Report
Friday, March 10, 2017
A beat versus consensus, but a miss versus the Trump tweet-number.
Yellen’s March to Neutrality
Monday, March 6, 2017
She mentioned the “neutral interest rate” 18 times. That makes it official. It’s a policy rule.
A Trump Correction at Last?
Friday, March 3, 2017
Two warning signs we’ve been waiting for materialized all at once. Then, a third one.