Larry Kudlow | All Articles

Larry Kudlow
Larry Kudlow
Senior Contributor, CNBC

The Fed Is Freaked Out About The Financial Markets

U.S. Federal Reserve Chairman Janet Yellen holds a news conference to announce raised interest rates in Washington December 16, 2015.  REUTERS/Jonathan Ernst

Early in the new year, on Sunday, January 3, Federal Reserve vice chair Stanley Fischer delivered a hawkish speech to the American Economic Association. Completely misreading the economy, which is woefully weak while inflation is virtually nil, Fischer strongly hinted that the Fed would be raising its target rate by a quarter of a percent every quarter for the next three years.

Taxes Chased GE Out Of Connecticut

10:33 AM 01/18/2016

GE’s decision to leave Fairfield for Boston is another sad marker in the downhill slide brought about by Connecticut’s high-tax, high-regulation, anti-business policies of the last 25 years.

Show Me the War: That Will End ISIS Money

10:58 AM 12/21/2015

By all accounts, ISIS is the wealthiest terrorist organization in the world. By far. In round numbers, ISIS is said to have a $2 billion stash, which is keeping it afloat. Most of it comes from oil sales. Much of it comes from plundered banking funds. And the rest of it comes from taxing locals, selling stolen antiquities, and kidnapping ransoms.

I’ve Changed. This Is War. Seal the Borders. Stop the Visas.

7:26 PM 12/11/2015

I know this is not my usual position. But this is a war. Therefore I have come to believe there should be no immigration or visa waivers until the U.S. adopts a completely new system to stop radical Islamic terrorists from entering the country. A wartime lockdown. And a big change in my thinking.

Will Janet Yellen Sabotage Hillary?

10:11 AM 12/07/2015

A 211,000 jobs increase for November will finally push the Fed over the line and into a quarter-of-a-point rate hike later this month. The question is, how much and how fast will the central bank raise its target rates?

GOP Not Yet There On Growth

9:17 AM 11/16/2015

The singular economic issue of our time is the quest for more rapid economic growth. In the past century the American economy grew at roughly 3.5 percent per year. That included huge booms and even worse busts, such as the Great Depression.

Pro-Growth Nobel Laureate Angus Deaton Echoes JFK

11:13 AM 10/17/2015

The Democratic presidential debate ironically took place the same week that a Princeton University professor was awarded the Nobel Prize for economics. Why ironic? Because Professor Angus Deaton is a strong advocate of economic growth. Today’s Democrats are not.

Ryan And Reconciliation Is A Powerful Combination

11:03 AM 10/11/2015

As of this writing House Ways and Means chairman Paul Ryan has not decided whether to run for speaker. He has been bombarded by all the Republican factions. Even Mitt Romney says the Wisconsinite can unify the Republican conference and take the job.

The Shutdown Message

6:55 PM 09/27/2015

Nobody really likes government shutdowns, including me. But sometimes you have to make a point. Send a message. Show voters what you really believe. Take a stand.

Why Don’t The Candidates Ever Talk About Money?

9:54 AM 09/20/2015

While there were some great moments in the latest GOP debate, and some terrific individual performances -- Carly Fiorina seemed to grab all the buzz in the aftermath -- one thing that barely came up was the economy. It was very much like the first debate.

For The Fed, One-Eighth Of A Point And Done

11:51 AM 09/07/2015

As stocks endure their worst correction since 2011, and the battle between Fed doves and hawks rages on over a quarter-of-a-percentage-point rate liftoff, the much-anticipated August employment numbers made for a surprisingly mediocre report.

Fed Right, Trump Wrong

7:31 PM 08/19/2015

Just-published minutes from the Fed’s July 28-29 meeting indicate that most officials saw conditions for a rate liftoff as “not yet” achieved. They may be approaching a rate-hike moment, but they’re not there yet.

Fed: Move At The Pace Of An Injured Snail

3:41 PM 08/16/2015

Pretty much everyone in the world wants the Federal Reserve to begin its “rate liftoff.” September is the latest target date for this market consensus. But permit me one dissenting question: Are yousure?

Or as the saying goes, be careful what you wish for.

Economic Debate: Kasich, Rubio, Bush Up

10:43 AM 08/10/2015

With a record 24 million people watching the GOP debate, you’d think there would have been a lot more time spent on the most important issue of the day: the economy. Look at any poll. Jobs and the economy are always at the top of the list. But there was barely a mention of this on Thursday night.

Donald Trump, Supply-Sider?

10:49 AM 08/03/2015

Is Donald Trump a supply-sider? In his still young presidential campaign, he has said several times that he wants to be the “jobs president.” In his announcement speech, he put it this way: “I will be the greatest jobs president that God ever created.”