Big upside surprise, small downpayment on the output gap. Therein lies the opportunity.
Donald L. Luskin
On the Elections in New Jersey, Virginia and Alabama
Wednesday, November 6, 2013
We told you -- post-shutdown, the GOP can hold the House and make gains in the Senate.
On the October FOMC
Wednesday, October 30, 2013
An increasingly Yellen-dominated FOMC takes a victory lap. Why aren't markets happier?
Inflation in Fashion
Tuesday, October 29, 2013
A less risky economy, Yellen, and the politics of her confirmation put inflation back in play.
On the September Jobs Report
Tuesday, October 22, 2013
Jobs Tuesday is eerily like every Jobs Friday in the Not So Great Expansion.
Europe's Ghosts of Stress Tests Past
Tuesday, October 22, 2013
A risk-off spasm over ECB bank tests ignores the euro area's quantum turnaround.
On the Shutdown and Debt Limit Deal
Thursday, October 17, 2013
A contrarian case: the GOP won! Either way, stalwart markets prove the era of risk-off is over.
Down to the Wire, and Beyond
Tuesday, October 15, 2013
Almost there: another 2013 risk-event with no contagion -- plus the GOP gets a do-over.
On Yellen for Fed Chair
Wednesday, October 9, 2013
It means Obama is scared. The GOP offer to put sequesters into play will start negotiations.
Let's Hope the Politicians are Lying
Monday, October 7, 2013
Boehner and Obama both say we're heading for default. Game theory likely says otherwise.