November is a long way out, but let’s start to answer client questions about a second term.
Donald L. Luskin
Our Hot Take on Biden’s Stephanopoulos Interview
Saturday, July 6, 2024
If he can’t run for president how can he continue to be president? Markets will want to know.
On the June Jobs Report
Friday, July 5, 2024
We just hate the idea of “Goldilocks.” But that’s what this is, so enjoy it.
Our Hot Take on Last Night’s Presidential Debate
Friday, June 28, 2024
If Biden is replaced, it will be an uncertainty event that will discomfit markets.
Is Saudi About to Ditch the Dollar?
Monday, June 17, 2024
Even if it’s true that a 50-year US/Saudi agreement is about die, does it make any difference?
On the June FOMC
Tuesday, June 11, 2024
A shocker, with the December 2024 dot taking out two rate cuts. Happily it’s not that simple.
On the May Jobs Report
Friday, June 7, 2024
Another big beat thanks to immigration – but a mixed bag that won’t move the Fed.
Open Borders Produced the Biden Economic Boom
Friday, May 24, 2024
Why doesn’t he get credit for strong growth? In part because he can’t defend his immigration policies.
On April CPI: Oh, What a Relief It Is
Wednesday, May 15, 2024
If it weren’t for just four items, April CPI would have been downright deflation.
On the April Jobs Report
Friday, May 3, 2024
The labor force expands, and wage growth cools. Good report, and Fed-friendly.