The quantitative proof is in. Trump and the SCOTUS Roe decision decided the mid-terms.
Donald L. Luskin
Our Hot Take on the Mid-Terms
Wednesday, November 9, 2022
Assuming Laxalt wins Nevada, it’s a 50-50 Senate. Again it’s all down to Georgia and Trump.
On the November FOMC
Wednesday, November 2, 2022
Acknowledging lags is important, but it’s no pivot. It’s a gift of time for inflation to fall further.
Equity Risk Premium: Regime Change Accomplished
Tuesday, October 25, 2022
It doesn’t mean stocks are expensive: just that there was an historic bear market in bonds.
Or How I Learned To Love September CPI
Thursday, October 13, 2022
By most measures, the reality remains that inflation has peaked. The Fed likely doesn’t care.
On the September Jobs Report: Dear God, What Does Powell Want?
Friday, October 7, 2022
The weakest payrolls this year, and 1.8 million openings gone. Is the labor market still tight?
It’s Starting to Feel a Lot Like Brexit
Wednesday, September 28, 2022
Another phony politicized media narrative, when stocks and bonds are deeply undervalued.
U.K. Energy Policy Is a Flop
Sunday, September 25, 2022
It will keep inflation high—and markets know it.
On the September FOMC: Dotsaster
Wednesday, September 21, 2022
The dots blew through expectations into a higher-longer tightening cycle.
Sorry, But We’re All Out of Deflation Today
Tuesday, September 13, 2022
We just lost a month in the death race between receding inflation and contractionary policy.