At least we wouldn't fall off the cliff. But don't kid yourself -- we'd still end up in the ditch.
Donald L. Luskin
Back to the Cliff
Wednesday, November 28, 2012
Markets gave Washington a pass for Thanksgiving. Now, the battle of the cliff begins.
Photo-Op at the Cliff's Edge
Monday, November 19, 2012
Friday's White House Kumbaya makes a prettier media narrative, but the reality is still ugly.
My Way, or the Cliff
Friday, November 16, 2012
Obama sounds like he wants to go over the cliff. But the Petraeus matter is a new wildcard.
Mandate for Volatility
Tuesday, November 13, 2012
The fiscal cliff negotiations begin -- worlds collide. The market is finally waking up to the risk.
On the 2012 Election
Wednesday, November 7, 2012
Onward toward the fiscal cliff. The fat tail risk has just gone way, way up.
What If Obama Wins?
Tuesday, November 6, 2012
Close call worst of all -- if Obama thinks he has a mandate and the GOP thinks he doesn't.
On the October Jobs Report
Friday, November 2, 2012
Last data before the election. Our model's final call: Obama by 122 Electoral College votes.
On Q3 GDP
Friday, October 26, 2012
More of the same: not good enough for Obama, not bad enough for Romney.
On the October FOMC
Wednesday, October 24, 2012
With Bernanke reported to be on the way out, the Fed maintains a defensive crouch.