A disastrous earnings season, but oil has stabilized and the Fed is in revolt against Yellen.
Donald L. Luskin
How to End a Correction with a Recession
Friday, October 9, 2015
If oil has bottomed, and bad data keeps the Fed on hold, then it's a 7-year streak for stocks.
On the September Jobs Report
Friday, October 2, 2015
A big blow to the labor market, and an even bigger blow to what's left of the Fed's credibility.
I Really Didn't Say Everything I Said
Thursday, September 24, 2015
It's risk-off since Yellen flubbed last week's FOMC. Now QE4 may come before "liftoff."
On the September FOMC
Thursday, September 17, 2015
Yellen "takes note" of falling inflation expectations, and one member calls for negative rates.
FOMC: The Lady or the Tightener?
Tuesday, September 15, 2015
Markets have already done the tightening -- and Yellen likes keeping us all guessing.
On the August Jobs Report
Friday, September 4, 2015
These numbers won't drive "liftoff." With no new ammo for hawks, the doves and chickens win.
On Fischer at Jackson Hole
Monday, August 31, 2015
Less than three weeks to go, saying nothing, Fischer ratifies the consensus for no "liftoff."
Correction, Recession, or Crisis?
Monday, August 24, 2015
A long-overdue correction, and probably a mild recession. But a crisis? We doubt that.
Is This the Oil Shock Tipping Point?
Thursday, August 20, 2015
Maybe, but stocks, the dollar, gold, TIPS, and Fed expectations don't seem to think so.