It feels like the end of the world. But liquidity is plentiful and stocks are very cheap.
Donald L. Luskin
On the June FOMC
Wednesday, June 23, 2010
Already dovish, now going on deflation-alert. A tiny first step toward more easing this year.
How to Ease, Not When to Tighten
Wednesday, June 23, 2010
Today the FOMC will take the first tiny steps down the path to further easing.
On RMB Revaluation
Sunday, June 20, 2010
Buy the dip if there's a "strong yuan" panic. This is good for China and the world.
Fixed Income Strategy: Take The Low Road
Wednesday, June 16, 2010
The Fed is stuck where it is this year and next: so bet on low yields and low quality.
More Upside for Gold
Thursday, June 10, 2010
The future for gold, and what an all-time high gold price is saying about the future.
On the May Jobs Report
Friday, June 4, 2010
It's plain to see in the data. The recovery isn't jobless, it's expansion-less.
Focus Report: The Train Wreck in Hours Worked
Wednesday, June 2, 2010
There can be no classic "V-shaped recovery" when this time is so horribly different for labor.
The Panic Abates -- But Now What?
Thursday, May 27, 2010
Euro-panic isn't the end of the world. But the world we face isn't the one we expected.
So Much For The "V"
Friday, May 21, 2010
An "expansionless recovery" in a world of "no exit" from government stimulus.