Kudlow
Tune in for financial market analysis, roundtable discussions on the policies impacting the domestic and global economies and news-making interviews with business influencers across the world.
Kudlow 10-08-2026
Kudlow 10-08-2026
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Trump heads to Texas
President Trump is returning to Texas Wednesday for a political rally in San Antonio ahead of the midterm elections. He is joining Republican Senate nominee Ken Paxton, who faces a tight race against Democratic nominee James Talarico, according to recent polling.
Guest host Edward Lawrence with Art Laffer, Douglas Holtz-Eakin, Tala Goudarzi, Marc Thiessen, Liz Peek, Joe Concha and Roger Zakheim
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Democratic affordability is hilarious
You just have to love it, while these Democratic candidates are out there tweeting and chirping and criticizing Mr. Trump and the GOP on the issue of affordability. Hahaha. In the first place, Trump way back in 2016 invented the term affordability, amidst much derision as he successfully ran in his first term. Now with a temporary gasoline spike from the Iran war, Democrats have latched on to the term affordability as some kind of midterm election life raft.
With Conrad DeQuadros, Christina Skinner, Jason Katz, Daniel McCarthy, Miranda Devine and Caroline Downey.
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Economy in Focus
President Trump stumping in Nebraska today in his latest push for Republican candidates. But is it too late for the GOP to sell their message to voters ahead of November. Meanwhile, Kevin Hassett says it's time for Jerome Powell to leave the Federal Reserve Board.Â
Guest host Edward Lawrence with Keith Sonderling, Alex Gray, Michael Faulkender, EJ Antoni, Byron York, Rich Lowry and Dan Brouillette.Â
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Plentiful jobs in September
Of course, you wouldn’t know it from the media, but today’s job report for September was actually quite strong; it continues the economic boom that I’m now calling the greatest story that should be told. Here’s some factoids you’re not gonna read about in the legacy media: the household employment survey from which the unemployment rate is derived, that survey shows a whopping gain of 406,000 jobs. There’s a 1.1 million increase in new entrants and a 975,000 increase in jobs.
With Hogan Gidley, John Carney, Jim Thorne, Charlie Hurt, David Zervos, Wilbur Ross and Rebeccah H...
Now Is the Time for Jay Powell To Resign
Mr. Powell may not have done anything criminal in the Fed building fiasco, but he was certainly complicit in the disaster known as big government socialism during the Biden years. It's time for him to resign.
With Art Laffer, Douglas Holtz-Eakin, Dan Brouillette, Matt Pottinger, Ben Domenech, Ben Ferguson, and Bruce Blakeman.
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Iran may come crashing down
Things happen when you least expect it. How about the dissolution of Iran? We know their currency is worthless. It’s now 2.5 million per dollar. And Treasury Secretary Scott Bessent basically is saying that Iran’s gonna run out of cash in two weeks.
With General Jack Keane, Mohamed El-Erian, Joe Lavorgna, Marc Thiessen, Mary Katharine Ham, Ashley Hayek and Anthony Pompliano
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GOP election doom
For those doomsters who believe the GOP is going to get clobbered in the midterm election, you ought to listen to Treasury Secretary Scott Bessent. He is the best Treasury Secretary since World War II. He is a tremendous proponent on the economy, trade, and China, and an imminent end to the Iran war. I interviewed him this past weekend on Sunday Morning Futures and he talked about the acceleration phase of the economy. In other words, it’s really taking off.
With General Keith Kellogg, Ken Fisher, Sen Tommy Tuberville, Miranda Devine, Byron York and Frank Bisi...
The Iran Threat
British police said on Monday they were investigating whether individuals acting for a foreign state were involved in an apparent plot to attack an airbase used by ​the United States but said five suspects they had arrested would be released on bail.
Gingrich
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A wake-up call to Republicans
Bet you didn’t know this, but core business investment shipments, known as CapEx on Wall Street, think companies that make machines, metal products, computers, electronics, cars, anyway, new orders are up 16.4% annually, for the past 3 months. And 14.1% year-on-year. We haven’t seen numbers like this in several decades. When businesses are healthy, and producing, and purchasing, it is a great sign of economic health.
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Netanyahu's barn burner speech
Israeli Prime Minister Benjamin Netanyahu stood at the podium of the United Nations General Assembly hall and absolutely tore into all of the multiplying progenitors of antisemitism around the world. It was a remarkable speech. He regards himself as the leader of world Jewry, and no one can deny him that platform. He has basically governed Israel for nearly 30 years through thick and thin, through the wars and the massacres.Â
With Michael Faulkender, Robert Greenway, Sen Mike Lee, Steve Forbes, Liz Peek, Ben Domenech, Ben Ferguson, and Brent Sadler.Â
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Diesel export ban is a bad idea
Price controls are always a bad idea. They create shortages, profit losses, and eventually much higher prices when the controls are finally lifted. So this administration idea of a diesel export ban, is a problem if it really goes through.
Keith
Douglas Holtz-Eakin, Marc Sumerlin and Walter Russell Mead
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Trump's optimistic UN vision
All the headlines from Mr. Trump’s UN speech are focused on his prior statements warning Iran that they either make a deal or face annihilation. I believe annihilation refers to the regime. And he warned them not to focus on the midterm elections because he’s gonna be President for another two and a half years. So, in effect, Mr. Trump discounted the midterm elections, and took them off the table. A bad day for Iran.
With Marc Thiessen, Rebecah Heinrichs, Robert O'Brien, Miranda Devine, John Carney, Nancy Tengler, Jason Trennert and James Cara...
Don't underestimate Mr. Trump and the GOP
With 43 days until the midterm election, the mainstream media may be hedging its bets about Democratic victory and Republican destruction. One of the first cracks in the armor is an NBC poll that shows Dems edging out Republicans 50% to 45% among registered voters. Looks like a nice lead but is it really? The story notes that it’s a lot slimmer edge than the 12 point lead Dems had in the 2018 cycle.
 With Newt Gingrich, General Jack Keane, Michael Pillsbury and John Rutlidge
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An attack on King dollar
The NY Times is at it again with a long hit piece on the American economy and the dollar. Virtually every claim they make is factually wrong. I've got a couple numbers for you. Maybe the most important error in the NY Times piece was their failure to cite that 89% of foreign exchange trades are dollar based. Now if that isn't King Dollar, I don't know what it. And the principal stable coins are dollar denominated. And foreign investors have bought around $263 billion of treasuries over the past year, and these yields have gone up mostly because a strong...
Financial markets applaud Warsh
First thing’s first, the Fed raised its target rate by a quarter of a point in Kevin Warsh’s quest to reduce the inflation rate he inherited from Joe Biden and Jay Powell, from over 3%, to at least 2%, and perhaps moving it toward zero. And then in the next 24 hours, financial markets applauded.
With Jason Katz, Art Laffer, Michael Faulkender, Brian Wesbury, Mary Katharine Ham, Joe Concha and Roger Zakheim
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Prosperity is as American as apple pie
Let’s begin at the beginning. Low taxes, light regulation, abundant energy, and a strong dollar, are the keys to economic prosperity. And prosperity is as American as apple pie. And though nothing is ever perfect, at the moment I would argue, the American economy is in a very prosperous position, roughly a year after Mr. Trump and the Republicans passed their one, big, beautiful bill.
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With David Malpass, Liz Peek, John Carney, Dan Brouillette, Ben Ferguson, Ben Domenech, and Sen. Ron Johnson.
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The Hyperventilating Media
Hat tip to Attorney General Todd Blanche for wondering out loud why all of a sudden, the media and the Democratic Party, and Barack Obama and Bernie Sanders, are suddenly hyperventilating over the hyper scalers on the eve of an important midterm election, where Democrats have insanely nominated a bunch of hyper socialists who are gonna get whooped on November 3. By the way, the hyperventilating media is also trying to force the Federal Reserve to raise the interest rate.
With Miranda Devine, Douglas Holts-Eakin, Marc Sumerlin, Charles Payne, Charlie Gasparino, and Mike Sarraille.
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The AI Armageddon
I’m surely not your run-of-the-mill expert on the frontiers of artificial intelligence. I have some sense of models, agents, and bots. And I think I understand concerns that rogue AI agents can break free of their human instructions, or what the industry sometimes calls quote “misalignment.” Yes, humans need to be able to keep control of the machines. But I also know something about election year ruses, including political hoaxes, such as we’ve seen in the past.
With Taylor Budowich, Newt Gingrich, Art Laffer, Steve Moore, Ben Shapiro and Aaron Cohen.Â
We must keep fighting for our freedom
25 years later, after the horrific sneak attack on the twin towers, and then the Pentagon, and then the great bravery and the awful plane crash that landed in Shanksville Pennsylvania, instead of congress, 25 years later I want to say America is winning. Have we completely won the war against terror? No. But there have been no major attacks in the 25-year period.Â
With Charlie Gasparino, Joe Concha, Mark Simone, Marc Thiessen, John Carney, Taylor Riggs, and Sen. Rick Scott.Â
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America belongs to those who love it
"America belongs to those who love it". It’s a beautiful line from President Trump’s speech. And he added, “on election night we’re going to prove that America does not belong to those who hate it.” Of course, he was talking about the far left, antisemitic, big government socialists, who have become the tail that wags the Democratic party dog.
With Liz Peek, Douglas Holtz-Eakin, Steve Moore, Pierre Poilievre, Miranda Devine, Ben Domenech and Michele Tafoya.Â
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