This is so dovish Powell can’t even bring himself to admit it.
Donald L. Luskin
That Quarter, Those Yields, This Correction
Friday, October 27, 2023
A sharp equity correction when there should have been a blow-off top. What happened?
On the September Jobs Report
Friday, October 6, 2023
Powell believes many things that aren't true. This fake payroll beat may be one of them.
On the September FOMC
Wednesday, September 20, 2023
The Fed found a way to make one-and-done sound like bad news.
A Bad Month for Gasoline Won’t Fuel the Fed
Wednesday, September 13, 2023
They already knew about it when they made all those dovish remarks. Hiking cycle over.
On Powell at Jackson Hole
Friday, August 25, 2023
Ugh. We are making “progress” against inflation except we’re not. Classic Powell.
PredictIt Triumphs Over Regulatory Arrogance
Tuesday, August 22, 2023
An appeals court rejects the CFTC’s arbitrary order to shut down the political futures market.
It Can Happen There (China)
Friday, August 18, 2023
China’s M2 contracted a year ago, and now there’s deflation. Is that why US stocks are falling?
On July CPI: So What will Powell Find to Hate About It?
Thursday, August 10, 2023
Jackson Hole would be a good time for Powell to declare victory. He probably won’t.
On the US Downgrade and July Jobs Report
Friday, August 4, 2023
The downgrade is just words. But even this slowing jobs report can ruin Jackson Hole.