Media Appearances

TrendMacro CIO Donald Luskin talks with Paul Gigot about the debut FOMC meeting for Fed chair Kevin Warsh. 

Don Luskin at Trend Macrolytics points out that the combination of fewer federal workers and President Donald Trump’s enforcement of immigration law means that the total number of hours worked in the U.S. has actually been declining lately. Mr. Luskin writes in…

Mr. Warsh has written about a new version of the 1951 Treasury-Fed Accord that left fiscal policy to the Treasury while letting the central bank focus on monetary matters. Don Luskin nearby offers one way the two institutions could collaborate in…

Don Luskin talks with Paul Gigot about oil prices, closing the Straits of Hormuz, inflation and recession.

The larger reality is that Mr. Trump is so bull-headed about tariffs that he’s going to re-impose them any way he can. Along with Section 122, he’ll fire up more Section 201, 301 and 232 (national security) studies and tariffs.…

Don’t miss this critical conversation. Join our expert panel as we unpack the latest US Supreme Court decision on tariffs. We’ll go beyond the headlines to examine what it means for economic growth, inflation, geopolitics and, most importantly, possible investment…

Trend Macrolytics responds to the news in a note to clients that emphasizes the value of businesses investing in capital expenditures, known as capex: New orders for non-defense capital goods (ex-aircraft) makes a new all-time high. Orders are the precursor…

Don Luskin and Michael Warren at Trend Macrolytics write in a note to clients: "It will take a lot to rehabilitate Venezuela’s depreciated oil infrastructure, but in the meantime, diverting its heavy crude exports to the US would severely disrupt…

A new productivity supercycle began in the pandemic during Q2-2020, and will continue in 2026 and likely for another twenty years. AI is already being adopted by businesses large and small, because its human interface is simple enough for anyone…

Donald L. Luskin explains how the Supreme Court reversing tariffs could be a huge gift to the S&P 500 as refunds hit corporate balance sheets. However, he says the market mostly does not expect this to happen. He believes that…

Donald Luskin says a potential Stephen Miran-led Federal Reserve would be "very, very dangerous" for markets, citing Miran's reportedly radical views on devaluing the U.S. dollar. Luskin also weighs in on the jobs picture, attributing recent weak job numbers to…

Trump’s latest threat to fire Powell is just another trick to get your attention, with the Supreme Court having virtually said he can’t do it. Powell is only one vote anyway. Warsh has thrown his hat in the ring to…

TrendMacro CIO Donald Luskin argues that the oil market has been generously pre-supplied by OPEC, as though they anticipated the conflict between Israel and Iran. He dimisses the US/China trade "deal" as no deal at all, only a climb-down from…

…Our friend Don Luskin of Trend Macro notes another concern, which is two months in a row of shrinking foreign-born employment. Leaving aside the legal and other problems with Joe Biden’s border failures, there’s no doubt that immigrant labor buoyed the…

Don Luskin notes that if you strip out the Mag 7 from the S&P 500, “the S&P 493 remains unchanged!” He stresses, “Things aren’t as bad as they feel.” He thinks the Supreme Court could overturn Trump’s tariffs and says…

Donald Luskin argues that tariffs are “inherently small tax hikes because tariffs only apply to, at most, a base of $3.257 trillion—the total value of goods and services the U.S. imports annually” (“How Much Do Tariffs Matter?,” op-ed, Jan. 29). Yet…

In “How Much Do Tariffs Matter?” (op-ed, Jan. 29), Donald Luskin claims that tariffs have little effect because he observes little change in inflation rates, gross-domestic-product growth and federal deficits after the introduction of President Trump’s tariffs in 2018. Yet these economic…

TrendMacro chief investment officer reacts positively to President Donald Trump's impact on monetary policy and the financial sector.

TrendMacro chief investment officer Don Luskin discusses how world leaders are pushing back on Elon Musk after he referred to some as ‘tyrannical’ on ‘The Evening Edit.’

Trendmacro CIO Don Luskin weighs in on DOGE's calls to cut back on bank regulators, the economic impact of mass deportations and housing affordability.

TrendMacro CIO Don Luskin discusses higher prices that American families are facing with President-elect Trump set to enter office on 'The Evening Edit.'

TrendMacro chief investment officer Don Luskin offers his analysis after Jamie Dimon's criticism of the economy under Biden-Harris on 'The Evening Edit.'

TrendMacro chief investment officer Don Luskin discusses the economic struggles hitting various industries under the Biden-Harris administration on 'The Evening Edit.'

Don Luskin of Trend Macrolytics writes in a note to clients today: "There have been highly volatile days as the presidential election landscape has chaotically emerged. But stocks have been in a less than 14% trading range despite what remains…

Will the Fed continue to cut? Is there still a possibility of a recession? What’s the trajectory for gold? To tackle these timely questions David Rosenberg and Don Luskin join Ed Coyne and John Hathaway for round two of our…

Don Luskin, the chief investment officer of TrendMacro, reacts to the CBS News Vice Presidential Debate on 'The Evening Edit.' 

TrendMacro chief investment officer Don Luskin says Fed Chair Powell is the most wrong Fed chairman in 'history' on 'Making Money.'

TrendMacro CIO Donald Luskin reacts to former President Trump debuting another new tax break proposal and other taxes that are hurting Americans on 'The Evening Edit.'

TrendMacro CEO Don Luskin reacts to Elizabeth Warren's push for bigger Fed rate cuts before the election on 'The Big Money Show.'

TrendMacro chief investment officer Donald Luskin joins ‘Mornings with Maria’ to provide analysis of revised labor market data.

TrendMacro CIO Don Luskin believes the Fed may not cut as much as other experts expect. As Don discusses with Oliver Renick, he points to job and inflation trends, and talks about why the markets may be "obsessed with rate…

TrendMacro chief investment officer Don Luskin discusses inflation from Biden-Harris economic policies on 'The Evening Edit.'

TrendMacro CIO Donald Luskin discusses the economic ideas that Vice President Kamala Harris is campaigning on and the myriad of revisions on job report numbers on ‘The Evening Edit.’

TrendMacro CIO Donald Luskin reacts to Vice President Kamala Harris' economic plan on 'The Evening Edit.'

TrendMacro CIO Donald Luskin discusses the sell-off as recession fears spark turmoil throughout the global markets.

TrendMacro chief investment officer Don Luskin provides his market outlook heading into the 2024 election on 'Morning with Maria.'

TrendMacro Chief Investment Officer Don Luskin argues concerns over America's debt and inflation are being blown out of proportion on 'Making Money.'

A low fertility rate means fewer young adults entering the workforce to replace retirees, leading to labor shortages—unless immigration makes up the difference. In a recent analysis published in these pages, TrendMacro CEO Donald Luskin estimated that foreign-born people represent 80% of…

TrendMacro Chief Investment Officer Don Luskin reacts to Biden saying he will quadruple the tariff on Chinese electric vehicles on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin discusses the impact of immigration on the labor market on 'Making Money.'

TrendMacro CIO Donald Luskin discusses the market response to turmoil in the Middle East and comments on the overall state of the U.S. economy.

In a departure from our regular interviews, Sprott’s John Hathaway is joined be Luke Gromen and Don Luskin for a lively debate on the economy.

TrendMacro Chief Investment Officer Don Luskin discusses whether inflation or affordability is the bigger issue for consumers on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin explains why markets should not fear deflation on 'Making Money.'

TrendMacro CIO Donald Luskin breaks down the Federal Reserve’s inflation fight on ‘Mornings with Maria.’

TrendMacro Chief Investment Officer Don Luskin reacts to Biden blaming higher food prices on corporate greed on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin discusses whether the Fed has credibility issues on 'Making Money.'

Trend Macrolytics founder and CIO Donald Luskin argues interest rates are not restrictive on a 'booming' economy and that short-term traders currently have 'viable' market options.

The Wall Street Journal's Paul Gigot interviews TrendMacro CEO Donald Luskin on January's bad inflation numbers, the risk of recession and the prospect of deflation.

A "fireside chat" with Donald Luskin, founder of TrendMacro, at the recent CFA Society of Minnesota annual dinner reminded me of the importance of paying attention to productivity. (There was no fireplace but a colorful bouquet of flowers instead.) The…

TrendMacro Chief Investment Officer Don Luskin analyzes the Fed's inflation strategy ahead of the January CPI report on 'Making Money.'

The best analysis of this possibility to date is by my old friend Donald Luskin at TrendMacro whose nouse on these matters has always been excellent. On February 8th, his team released a report called How Biden and Trump Can Both Lose. Easily. For months,…

TrendMacro chief investment officer Don Luskin analyzes the Fed's relationship with the Treasury Department on 'Making Money.'

TrendMacro chief investment officer Don Luskin analyzes the Federal Reserve's moves to regulate the economy on 'Making Money.'

"No hard landing, no soft landing, no landing at all. We're in a boom. There's no other word for it."

TrendMacro chief investment officer Don Luskin says it is almost ‘certain’ that the Republicans will take the Senate in 2024 on ‘Making Money.

TrendMacro chief investment officer Don Luskin reflects on his greatest financial hits and misses of the year on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin predicts the Fed will cut rates faster than they normally would in 2024 because they fear deflation on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin pushes back against the Fed's claim that growth causes inflation on 'Making Money.'

Ahead of the December meeting, one economist argued the Federal Reserve's "dangerously high" interest rate hikes are transitory, and that the Fed will make cuts in the first quarter of next year. On "Mornings with Maria," Monday, TrendMacro CIO Donald Luskin explained…

TrendMacro CIO Donald Luskin shares his economic outlook on ‘Mornings with Maria.’

TrendMacro CIO Don Luskin and Newedge Wealth CIO Cameron Dawson discuss whether the Fed could lower interest rates as soon as the first quarter of 2024 on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin explains how deflation can help fix the government's inflation problem on 'Making Money.'

TrendMacro chief investment officer Donald Luskin looks ahead to the October consumer price index and its impact on markets.

TrendMacro CIO Don Luskin argues the Fed is still 'pretending' the US has an inflation problem even though it's largely been conquered on 'Making Money.'

TrendMacro Chief Investment Officer Donald Luskin reacts to oil prices rallying as attacks on Israel could fuel tensions in the Middle East.

TrendMacro chief investment officer Don Luskin reveals why he is bullish on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin provides insight on the Federal Reserve's moves on 'Making Money.'

"We’re going to have outright deflation." Luskin sees now as an opportunity to lay out some shorts in anticipation of weakness to come.

TrendMacro chief investment officer Don Luskin says a growing economy is 'like a growing boy' on 'Making Money.'

TrendMacro Chief Investment Officer Donald Luskin joins ‘Mornings with Maria’ to discuss the Fed’s potential to continue to raise rates and its impact on bank stocks.

TrendMacro chief investment officer Don Luskin details how investors can tread an unpredictable market on 'Making Money.'

FOX Business host Charles Payne and TrendMacro chief investment officer Don Luskin weigh in on the Sam Bankman-Fried saga and term limits for officials on 'Making Money.'

TrendMacro chief investment officer Don Luskin unpacks disinflation and investing in stocks on 'Making Money.'

Fox News contributor Liz Peek and Trend Macrolytics CIO Donald Luskin discuss former President Donald Trump and President Biden’s South Carolina visits on ‘The Evening Edit.’

TrendMacro chief investment officer Don Luskin gives his take on the Federal Reserve's response to rising consumer prices on 'Making Money.'

TrendMacro chief investment officer Donald L. Luskin weighs in on House Speaker McCarthy's debt deal with President Biden on 'The Evening Edit.'

TrendMacro chief investment officer Donald Luskin provides insight on the Fed's response to inflation on 'Mornings with Maria.'

TrendMacro chief investment officer Don Luskin gives his take on the debt bill on 'Making Money.'

The money supply doesn’t tell the whole story.

TrendMacro chief investment officer Don Luskin provides insight on inflation on 'Making Money.'

TrendMacro Chief Investment Officer Don Luskin provides insight on the debt ceiling debate and the Fed's policies on 'Making Money.'

TrendMacro chief investment officer Don Luskin gives his take on businesses throwing in the towel on 'Making Money.'

TrendMacro chief investment officer Don Luskin reacts to the arraignment of President Trump and provides investing advice on 'Making Money.'

TrendMacro chief investment officer Don Luskin calls out Fed Chair Powell's leadership on 'Making Money.'

Inflation has everyone’s attention. In this podcast, economist and financial analyst Don Luskin explains to IPI’s Merrill Matthews why the rapid increase in the money supply caused the inflation. And the declining money supply means inflation is on its way…

TrendMacro chief investment officer Don Luskin reacts to inaccurate data surveys that erode public trust in the market on 'Making Money.'

…the sharp decline in the money supply that began last year will lead to rapid disinflation in the coming months and perhaps a recession. Wall Street forecaster Ed Hyman of Evercore ISI and Don Luskin of Trend Macro are anticipating similar inflation declines and…

TrendMacro chief investment officer Don Luskin reacts to President Biden's response to the Chinese spy balloon on 'Making Money.'

TrendMacro chief investment officer gives his take on the Federal Reserve's response to record-high inflation on 'Making Money.'

TrendMacro chief investment officer reacts to the FTX scandal and reveals the recipe for a good life on 'Making Money.'

Regarding Donald Luskin’s op-ed “The Feds Don’t Want You Betting on Elections” (Nov. 2): Listed futures contracts must serve some commercial purpose, such as hedging grain or currencies. A futures contract for $2 on Backfire in the third race at…

TrendMacro chief investment officer Donald Luskin argues the impact of shutting down election betting silences 'free speech about politics.'

TrendMacro chief investment officer Don Luskin provides insight on the United States' GDP on 'Making Money.'

TrendMacro chief investment officer Donald Luskin reacts to PayPal fining users $2,500 for sharing misinformation on 'Making Money.'

Mr. Luskin founded a company, Trend Macrolytics, after a long and distinguished career in the investment sector of the economy… Three years ago, Mr. Luskin relocated his business to Dallas from Chicago… As Luskin says you can see it in their eyes.…

TrendMacro chief investment officer shreds President Joe Biden's comments on record-high inflation and weighs in on government programs on 'Making Money with Charles Payne.'

TrendMacro chief investment officer Donald Luskin provides insight on energy production on 'Making Money.'

Is inflation rolling over? What caused it? How long will it take to get back to normal?

Don Luskin, Chief Investment Officer of TrendMacro, explains why inflation is already in decline and is going to recede faster than most have expected. With IPI Resident Scholar Dr. Merrill Matthews and IPI President Tom Giovanetti.