The Fed is spared assault on its credibility and independence: another systemic risk avoided.
Donald L. Luskin
A Major Upgrade to our Strategic Outlook
Thursday, September 12, 2013
After four years of the Not So Great Expansion, growth acceleration is finally possible.
On the August Jobs Report
Friday, September 6, 2013
Same old labor market. But Syria and nominating Bernanke's successor could defer tapering.
A Little Distant Gunfire
Thursday, August 29, 2013
The summer without systemic risk is over. But we don't think the bad old days are back.
No Guns this August
Monday, August 19, 2013
Free from systemic risk, markets are about at normal. So when will normal growth return?
On the July Jobs Report
Friday, August 2, 2013
Despite a big jobs miss, today's data makes the Fed more likely to start tapering.
On the July FOMC
Wednesday, July 31, 2013
The FOMC admits the risk of too-low inflation. Tapering may not come as soon as expected.
On Q2 GDP, and the Intellectual Property Revolution
Wednesday, July 31, 2013
The new information economy is bigger than we knew -- but it's not growing any faster.
End of the Beginning for Abenomics
Monday, July 22, 2013
Abe has a strong mandate now. Free trade talks will be the first test of how he'll use it.
Bernanke's Deathbed Confession
Thursday, July 11, 2013
As he ponders his legacy, he says don't worry about tapering: QE never mattered anyway.