A big “screw EU.” But good for the UK, and ultimately Europe too. It’s a buying opportunity.
Donald L. Luskin
Trump’s Pro-Growth Path to Victory
Tuesday, June 21, 2016
After 16 years of malaise, voters are responding to his call to make America competitive again.
On the June FOMC
Wednesday, June 15, 2016
After three months of embarrassing flip-flops, the Fed did what it had to do: nothing.
Who Knew? OPEC Actually Matters Again
Monday, June 6, 2016
No need for a freeze. OPEC is the swing producer again. Demand beats a path to its door.
On the May Jobs Report
Friday, June 3, 2016
The worst this cycle. If it weren’t for revisions, payroll growth would have been negative.
For the Fed, Wrong is Better than Stupid
Tuesday, May 31, 2016
We still say no rate hike. If there is one, at least this time it won’t fly in the face of recession.
Brexit: Opening Pandora’s Brox
Monday, May 23, 2016
Here’s a riddle. What do you call the European Union without the UK? Germany.
Is the Fed Stuck on Stupid?
Friday, May 20, 2016
No good reasons to hike, and lots not to. It won’t happen. If it does, markets will unravel.
How High Can Oil Go?
Tuesday, May 10, 2016
Calling all frackers: by year-end, sentiment will have flipped from glut to shortage.
On the April Jobs Report
Friday, May 6, 2016
Paradox resolved: the lagging labor market catches up with weakness in everything else.