The Fed has pretty much achieved its dual mandate. So why all the existential angst?
Donald L. Luskin
Trump’s To Lose
Friday, August 12, 2016
Like Brexit: “It can’t happen! A catastrophe!” Trump can win, and markets are unprepared.
On the July Jobs Report
Friday, August 5, 2016
Three-in-a-row now – another jobs report that defies both expectations and evidence.
On the July FOMC
Wednesday, July 27, 2016
“Risk” has “diminished,” but “uncertainty” rules post-Brexit and pre-election. No hikes.
Oil’s Brexit Crisis
Tuesday, July 26, 2016
Demand growth wasn’t going to come from Europe. We still say oil is headed to $65.
On Bernanke’s Helicopter Money for Japan
Thursday, July 14, 2016
It’s a veil for fiscal stimulus in which the government prints money by itself, for itself.
Brexit: Who Won, Who Lost, What’s Next?
Monday, July 11, 2016
Yes, it turned out to be a buying opportunity. In some ways it still is, more than ever.
On the June Jobs Report
Friday, July 8, 2016
For a data-dependent Fed obsessed with uncertainty, data itself emerges as new source of it.
Brexit Panic: It’s The Italian Banks, Stupid
Wednesday, June 29, 2016
Italy missed Europe’s bail-out window. Now Renzi is using the crisis to open it again.
Post-Brexit Europe Passes Its First Test
Monday, June 27, 2016
Defying polls and “prediction markets,” Spain votes not to turn itself into the next Greece.