Gold at $1900 was an overshoot -- this correction says no QE3 for now, but ample liquidity.
Donald L. Luskin
Being Ben Bernanke
Monday, August 22, 2011
The mythology of Jackson Hole says "do something!" -- but he probably won't, and needn't.
On the August FOMC
Tuesday, August 9, 2011
The timing couldn't be worse, but it could be the capper on two weeks of panic.
Downgrade: At Least the News is Out
Monday, August 8, 2011
The timing couldn't be worse, but it could be the capper on two weeks of panic.
On the July Jobs Report
Friday, August 5, 2011
It's a sad thing when a jobs report as weak as this is a big upside surprise.
On the ECB Rate and Bond Buy Decisions
Thursday, August 4, 2011
Trichet fiddles while Rome burns, and world markets take the heat.
Debt Ceiling Crisis Over -- Now What?
Tuesday, August 2, 2011
It's the third blow to the economy this year. Can confidence ever be restored?
On Q2 2011 GDP -- and On the Debt Ceiling Deadlock, Volume 3
Friday, July 29, 2011
Debt ceiling action moves to the Senate as we learn this recovery is weaker than we knew.
On the Debt Ceiling Deadlock, Volume 2
Thursday, July 28, 2011
Two nearly identical plans on table -- now everyone just needs to agree to say "done."
On the Debt Ceiling Deadlock
Monday, July 25, 2011
The bargaining asymmetries are clear now -- a favorable resolution is within reach.