Donald L. Luskin

What you shouldn't have to hear about William Dudley's attack on Fed independence
Wednesday, August 28, 2019
Donald L. Luskin
The former NY Fed president calls for nuclear blackmail with the US economy held hostage, and a coup d'etat against a sitting president.
On Powell at Jackson Hole, and Over the Edge with China
Friday, August 23, 2019
Donald L. Luskin
“Trade uncertainty” got bigger today. Powell doesn’t realize how tight that makes the Fed.
On Trump Playing the Hong Kong Card
Thursday, August 15, 2019
Donald L. Luskin
Hong Kong is an existential pressure point for China, and Trump is starting to push on it. 
Never Let a Good Currency Crisis Go to Waste
Wednesday, August 14, 2019
Donald L. Luskin
The curve inverts, with RMB (and Hong Kong’s airport) at the edge of chaos.
Despite the Gloom, Still a Shale Boom
Tuesday, August 13, 2019
Michael Warren and Donald Luskin
The US has captured all the oil demand growth of the last three years. Onward and upward.
Trump Is Right -- the Fed Is Still Tightening
Tuesday, August 13, 2019
Donald L. Luskin
Sure, the size of the balance sheet is holding steady, but leaving riskier assets in the market will slow growth.
China the Currency Manipulator, and So What?
Tuesday, August 6, 2019
Donald L. Luskin
A toothless move, but it shows Trump no longer cares about scaring the stock market.
RMB Breaks 7: Is this “the Edge of Chaos”?
Monday, August 5, 2019
Donald L. Luskin
Trump will take a great deal now, not just a good one. China may be forced to offer it.
On the July Jobs Report
Friday, August 2, 2019
Donald L. Luskin
An ordinary July, except that it kicks off the eleventh year of the business cycle expansion.
On the New China Tariffs
Thursday, August 1, 2019
Donald L. Luskin
The risk isn’t the tariffs – it’s that they could push RMB through 7, and collapse oil prices.

Pages