She’ll never let go of the Phillips Curve. The coming election may make her change course.
Donald L. Luskin
On the January Jobs Report
Friday, February 5, 2016
It’s a big miss, and it points to recession. But it’s really not as bad as it looks.
On the January FOMC
Wednesday, January 27, 2016
Jobs strong, markets weak. It means labor statistics look backward, markets look forward.
Oil: Priced for Perfection in an Imperfect World
Wednesday, January 20, 2016
A flood from Iran, a stable Middle East, crashing breakevens, collapsing demand. Dream on.
Is This 2016, or 2008?
Friday, January 15, 2016
As we test the August lows, capitulation is in the air, from Soros to Summers to Bullard.
On the December Jobs Report
Friday, January 8, 2016
Jobs strong, markets weak. It means labor statistics look backward, markets look forward.
The Recession Caused by Low Oil Prices
Friday, January 8, 2016
Misery for oil incumbents from the fracking boom is spilling into the global economy. But there is cause for optimism.
2016: Two Charts, Six Words, One Man
Thursday, December 31, 2015
The New Year is going to start out rough. And then there’s Donald Trump.
On the December FOMC
Wednesday, December 16, 2015
The funds rate is hiked, but the dots go down. It’s a mistake, but at least a gentle one.
Trumped!
Monday, December 14, 2015
Long Treasuries aren't budging as "liftoff" nears: it's going to be "one-or-two and reversed."