Media Appearances

Inflation Is Going Away, But For Reasons You’re Not Told

The government wants you to think its policies are reducing inflation. This isn’t the truth. Inflation is going away because government money infusion is over. Inflation is always a monetary problem of too much money chasing too few goods. The…

Latest bold rate hike by Fed will test grip of inflation on US

"Since the onset of the pandemic, lawmakers have spent about $6 trillion on various income-support programs for households and businesses," wrote Donald Luskin, chief investment officer of TrendMacro, in a piece in The Wall Street Journal. "That all dropped straight into…

Jobs move from blue states to red

Paul Gigot interviews TrendMacro CIO Donald Luskin on jobs day — why the drop in labor force participation, and why is all the job growth in red states?

COVID spending bill is responsible for inflation: Expert

TrendMacro CIO Donald Luskin reacts to the Biden administration allegedly downplaying recession possibilities while Americans struggle with record-high inflation on 'Making Money.'

Data-driven and pragmatic, Don Luskin takes on the bears

IRF’s JP Smith is joined by Donald Luskin of TrendMacro in this riveting podcast where Donald iterates his view that the post-pandemic bull market is not over. Recalling past crises, Donald remarks that such events promote rapid innovation. In the case…

Bond Bubble Bigger

Don Luskin of TrendMacrolytics writes in a note to clients today: "Global real rates and yields are now the lowest in the history of the data." His data goes back decades and he notes that 10-year government bonds in the U.S.,…

Tweedledum and Tweedledee at the Fed

One purported difference is that Mr. Powell will be more independent than Ms. Brainard, who is close to Treasury and a partisan Democrat. As Donald Luskin of TrendMacro notes, she struck a dovish tone in September before the 2016 election,…

Are markets entering a ‘post-COVID-19 world’?

TrendMacro CIO Donald Luskin, Kingsview Wealth Management CIO Scott Martin and CenterSquare Investment Management strategist Uma Pattarkine discuss vaccine rates in America, government spending, productivity, the Federal Reserve and today’s markets.

Biden and the Possibility of Nothing

As for the risk of another shock from Democrats’ partisan tax-and-spend plan to be enacted on top of any infrastructure deal, Don Luskin at TrendMacrolytics sees an encouraging message in the markets. What has seemed puzzling is that rip-roaring stocks suggest a vibrant…

Paul Gigot interviews Donald Luskin

Wall Street Journal editorial page editor Paul Gigot interviews TrendMacro CIO Donald Luskin about the May jobs report and the Biden budget.

A Future of Secular Stagnation

Mr. Biden has also promised better long-term growth with his economic slogan, “Build Back Better.” But, as our contributor Donald Luskin asks, then where’s the “better” in the Biden economic forecasts?

Lessons from the Covid lockdowns: Guest Donald Luskin

Tracking data show the COVID-19 pandemic taught us many things, including: masks work, lockdowns don't, and the American people and economy are amazingly resilient. Prepare for a savings and technology induced boom period.

The Vaccine Jobs Boom Arrives

Our contributor Donald Luskin’s TrendMacro firm reports that the share of the population unable to work due to businesses affected by the pandemic fell to 4.4% in March. Last July it was still 12%. The TrendMacro social distancing index based…

Studies Find that Masks Work

Donald Luskin, one of my favorite analysts going back to the days when he regularly debunked Paul Krugman, has studied the effectiveness of wearing masks (as opposed to mask mandates) in preventing infections. He employed the same basic methodology he…

Stephanie Link & Don Luskin Interview

Larry Kudlow leads the discussion with Chief Investment Strategist, Stephanie Link and Trend Macro CIO, Don Luskin.

Oh, No, the Labor Market Is Recovering

The hiring pace should escalate in March as the great national reopening continues. Investment adviser Donald Luskin notes that his social-distancing index, which tracks cellphone data, improved sharply after the week in February when the Bureau of Labor Statistics takes its…

After Covid-19

“Do We Need More Stimulus?,” asks Donald Luskin of TrendMacrolytics in an investment research note today. Mr. Luskin writes: "In client calls this week, we’re hearing a strong consensus that the economy is in a sustainable V-shaped recovery, and that…

Forget the Debates, Hack the Election

How might strategic election litigation impact #stockmarketinvesting? @DonLuskin joins me to discuss.

Were the shut downs worth it and how do we finally reopen the country?

Donald Luskin, Chief Investment Officer at TrendMacro, recited stats that he said showed that states that did shut downs didn't have outcomes any better than those that stayed open. "My contribution to helping with policies is to try to show you…

Amazon Wrecks Narrative About Lockdowns Being Necessary

A series of studies – a July 21, 2020 research paper in The Lancet and in August 2020, National Bureau of Economic Research Working Paper 27719 and a TrendMacro statistical analysis – have made the case that the lockdowns have been ineffective against…

Signs of Optimism for Texas

In a discussion on the national economy pre-and post-COVID-19, Kudlow was interviewed by Donald Luskin, chief investment officer for Dallas-based TrendMacro. Even as a volatile political environment contributes to uncertainty, Kudlow said the nation is seeing solid recovery signs –…

Game Time 2020

Scoot on over to Trend Macrolytics which has correctly predicted the victor in the Electoral College in the past 17 presidential election cycles (1952-2016). An updated analysis has flipped over the last six weeks to show Trump now winning definitively in the…

The Jobs of August

Friday’s blowout jobs report for August reveals a labor market and economy that continue to recover in encouraging fashion… The recovery after the 2008-2009 recession took three years to make this much progress, and the jobless rate was still 8.1%…

How effective was the coronavirus lockdown?

Trendmacro CEO Donald Luskin says his research has shown there is no correlation between the degree states locked down to the controlling coronavirus or deaths from coronavirus.

Data expert Donald Luskin explains how the COVID lockdowns have failed

SAN DIEGO (KUSI) – Economic lockdowns were the government’s answer to the COVID-19 pandemic, we were told it would be short period of time to get through it. Chief Investment Officer of the analytics firm “TrendMacro,” Donald Luskin, wrote an…

Maybe Voters Don’t Like Violence After All

What Happened to Non-Covid Care? Don Luskin of TrendMacrolytics writes today in a note to clients: "The single worst contributor to the worst quarter in the history of US GDP was health care services. It contracted less than some other…

The Lockdown’s Destruction

Consumer spending fell 34.6% and accounted for some 25 percentage points of the GDP decline. …the biggest surprise was the plunge in health-care spending during a health-care crisis. Health care represents about 12% of the U.S. economy and its collapse…

You Can’t Sell Capitalism to Young People Anymore.

On their business network, FOX brought on Donald Luskin to provide a take on this new information, and he certainly delivered, stating that: “…I guess I’m one of those people who plans never to retire. I mean, is bowling that interesting?…

Ready for the American Rebound

Writing from Dallas this week, Don Luskin of Trend Macrolytics reports: “Joy and renewal are palpably in the air. We wish all our clients and friends the patience and good health to endure what we hope are the final throes…

Death Takes a Holiday

The investment strategists at Trend Macrolytics have begun sending their clients “a daily reality-check” of the influential model from the University of Washington’s Institute for Health Metrics and Evaluation (IHME). “Even the most recently updated versions of it continue to…

No Buybacks for Companies Getting U.S. Aid

Regarding Donald L. Luskin and Chris Hynes’s “Worst Coronavirus Idea: A Ban on Share Buybacks” (op-ed, March 23): The issue facing legislators isn’t whether to forever ban share buybacks by companies receiving federal aid, but whether to impose such a…

Phase 1 is a global economic win: Donald Luskin

TrendMacro CIO Donald Luskin discusses the liberal media's decision to prioritize President Trump's impeachment trial over phase one of the U.S.-China trade deal and the USMCA.

Is a wealth tax ‘un-American’?

Economist Donald Luskin explains why he believes the wealth tax proposals of Sens. Elizabeth Warren and Bernie Sanders are unconstitutional.

Economy is doing well, CIO says

TrendMacro CIO Donald Luskin discusses the strength of the U.S. economy, despite differing opinions.

Economists project Trump will win easily in 2020 — and by a bigger margin

Another model, assembled by Trend Macrolytics, accurately predicts every presidential victor back to 1952 by focusing on the effects of the economy and incumbency on the electoral college, according to Donald Luskin, the firm’s chief investment officer. It projects Trump will…

Trump’s Tariffs Could Blot Out Positive Economic Story

An economic model developed by investor Donald Luskin suggests that Trump would receive 340 electoral votes, significantly more than the 270 needed to win the presidency. But he cautioned that the new tariffs presented an “unlikely but credible nightmare scenario”…

American Fountainhead: Business Hero Steve Jobs

An excerpt from Donald Donald and Andrew Greta’s I am John Galt: Today’s Heroic Innovators Building the World and the Villainous Parasites Destroying It (Wiley). Note the last two paragraphs refer to his death. When the book was written, that event was…