All the dot-plots move down one rate-hike, as the Fed becomes "an object at rest."
Donald L. Luskin
On the May Jobs Report
Friday, June 5, 2015
A big beat, but not far below the surface many reasons for the FOMC to do nothing in June.
The Short of a Lifeline
Thursday, June 4, 2015
The back-up in euro area yields is a good thing -- it's all about QE and improving inflation.
The Shale Boom Shifts Into Higher Gear
Monday, June 1, 2015
Oil production is becoming a modern manufacturing process, with frackers using the ‘just-in-time’ approach.
Ms. Yellen, We Don't Quite Agree
Thursday, May 21, 2015
Stocks aren't cheap, but they aren't scary rich. Rising earnings can offset a yield back-up.
Unyielding
Wednesday, May 13, 2015
Rising yields mean we just avoided history's first recession caused by low oil prices.
On the April Jobs Report
Friday, May 8, 2015
We crawl into Yellen's decision-averse mind to see numbers that don't clear the liftoff hurdle.
On the April FOMC and Q1-15 GDP
Wednesday, April 29, 2015
The oil shock hits CAPEX and imports -- "transitory" or not, June liftoff is off the table.
Just-In-Time Energy
Monday, April 27, 2015
As crude hits the top of our predicted 2015 trading range, we look ahead to $15-$40 oil.
Dollar Strength: A Crude Connection
Thursday, April 23, 2015
Two quarters of earnings-wrecking dollar strength is all about oil -- so it's about over.