Donald L. Luskin

An Open Letter to Jerome Powell
Tuesday, June 14, 2022
Donald L. Luskin
Why accelerate tightening when inflation data has improved since the May FOMC?
FOMC Preview: Yes, There Was Some Good News in Friday’s CPI
Monday, June 13, 2022
Donald L. Luskin
...and Powell’s post-confirmation confirmation bias will make him recognize it.
On the May Jobs Report
Friday, June 3, 2022
Donald L. Luskin
Fed-unfriendly? Fortunately the Fed isn’t primarily watching jobs now.
Was That Another Powell Bottom?
Monday, May 16, 2022
Donald L. Luskin
Pro Tempore no longer, the confirmed Chair is politically free to reveal his inner dove.
The Fed/China Doom Loop
Tuesday, May 10, 2022
Donald L. Luskin
China’s lockdowns are doing the Fed’s demand-side work – but adding to inflation.
On the April Jobs Report
Friday, May 6, 2022
Donald L. Luskin
A mixed bag of contradictions that won’t make hawks dovish or doves hawkish.
On the May FOMC
Wednesday, May 4, 2022
Donald L. Luskin
Powell needed to back off the ledge of ultra-hawkishness. He did.
So Six Questions for Jerome Powell
Monday, May 2, 2022
Donald L. Luskin
Prep for the Chair Pro Tempore on how to help stocks to put in a bottom Wednesday.
What to Make of Q1-2022 GDP?
Thursday, April 28, 2022
Donald L. Luskin
OK, Chair Pro Tempore Powell – tell us about rate hikes in the face of stagflation.
A Very European Ban on Russian Oil. Maybe.
Monday, April 18, 2022
Michael Warren and Donald L. Luskin
This could be the first global oil crisis that drives prices lower (after it drives them higher).

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