An open door to QE. But with the election near and the economy stable, no promises.
Donald L. Luskin
On Ryan at the RNC
Thursday, August 30, 2012
The battle is joined. Volatility is too cheap coming into what is now a referendum election.
New High, Fat Tail
Wednesday, August 22, 2012
Fully recovered, stocks look better than ever -- but political risk is greater than ever, too.
On Ryan as VP Nominee
Monday, August 13, 2012
If this gambit works, the fiscal cliff goes away. If it fails, the risk is even greater.
On the August FOMC
Wednesday, August 1, 2012
The Fed may have just decided the election -- which may be the most it can do for growth.
Cupertino, We Have a Problem
Wednesday, July 25, 2012
Not just Apple: sales are missing and forwards are falling amidst global political uncertainty.
It's Okay You Didn't Build That
Friday, July 20, 2012
A housing recovery even without new construction is our second best hope for better growth.
The Fiscal Cliff Bites
Thursday, July 12, 2012
Wall Street, Main Street, the C-suite, and the Theory of Reflexivity turned inside-out.
On the June Jobs Report
Friday, July 6, 2012
In a hostile monetary/fiscal/regulatory policy environment, this is the jobs growth we deserve.
No Senior Discount for Spain
Monday, July 2, 2012
Europe learns the hard way that markets in the post-Lehman world are still too fragile.