With Bernanke reported to be on the way out, the Fed maintains a defensive crouch.
Donald L. Luskin
What if Romney Wins?
Tuesday, October 23, 2012
Worst-case cliff scenarios come off the table, but considerable uncertainties would remain.
October is Half Over -- Where's the Surprise?
Wednesday, October 17, 2012
The race is narrowing, but Obama will probably win. The march toward the cliff starts soon.
On the September Jobs Report
Friday, October 5, 2012
Obama loses the debate, but unemployment breaks his way. And the doomsday clock ticks.
Positioning for the Fiscal Cliff
Wednesday, October 3, 2012
Markets aren't pricing the coming volatility, but protection from it is eminently feasible.
TrendMacro's Election Model
Friday, September 28, 2012
Obama by 154 Electoral College votes. The economy isn't weak enough for Romney to win.
Step by Step, Toward the Cliff
Tuesday, September 25, 2012
As Romney flails, trial balloons from Washington point to volatility and bad compromises.
Rethinking QE3
Tuesday, September 18, 2012
Less than meets the eye for the economy, but more than meets the eye for gold.
On the September FOMC
Thursday, September 13, 2012
Has Bernanke joined John Roberts as a Bush appointee working to re-elect Obama?
On the August Jobs Report
Friday, September 7, 2012
This won't call the election -- ambiguous conditions on the ground will.