Controversial, yes. But these are people of ideas who have engaged with you, our clients.
Donald L. Luskin
Oil Under Trump: War and Peace, but Mostly Deregulation
Wednesday, November 20, 2024
Deregulation removes deadweight costs, promoting both lower prices and higher profits.
On the November FOMC: What, Me Political?
Thursday, November 7, 2024
Not everything is about Trump. The news here is Powell admitting the neutral rate is higher.
Our Hot Take on the Election
Wednesday, November 6, 2024
Market reactions in the aftermath all point to faster growth.
Our Fearless Forecast
Tuesday, November 5, 2024
A not-insane analysis of polling: Trump wins the popular vote, Harris wins the election.
On the October Jobs Report: Blockbuster in Disguise?
Friday, November 1, 2024
Storm-related unemployment was massive. And the Sahm Rule reversed itself -- again.
Oh Come All Ye Faithless
Friday, October 25, 2024
Just when you thought there were no more black swans in this presidential election...
Has the Economy Become Inflation-Prone?
Wednesday, October 9, 2024
It’s a question, not a forecast. But for what it’s worth, our model is saying it has.
On the September Jobs Report
Thursday, October 3, 2024
Bad news: now only 50 bp of rate cuts by year-end. The really good news: no recession.
Four Fun Facts about the Uninverted Yield Curve
Friday, September 27, 2024
So do we finally have our recession signal? In four words: no, no, no and no.