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Hitting a Wal(mart)
Disappointing forward guidance from Walmart weighed on the stock market today. The company's shares fell 6.5% today…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1247 posts
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Mind the Minutes
The Minutes from January's FOMC meeting was released today. On balance, it confirmed that the Fed is on…
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Dr Ed's Video Webcast 2/19/25
The Gunfight At DOGE City
The Bond Vigilantes aren’t saddling up just yet, but they’re on high alert,…
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Buying What Glitters
A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
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MARKET CALL: Unexceptional Performance Of US Stocks So Far In 2025
US stocks haven't been exceptional since Donald Trump won the presidential election on November 5, 2024. That'…
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ECONOMIC WEEK: February 18–21
The shortened economic week ahead is an important one for our rolling recovery forecast in the manufacturing sector. January'…
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DEEP DIVE: Roaring 2020s & Reciprocal Tariffs
This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 11, 2025.
US Economy I: On the Road…
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Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
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Fed Rate Cuts On Ice As Inflation Heats Up
Today's hotter-than-expected January CPI inflation did some damage to bonds, raising long-term Treasury yields roughly 10bps. Headline and…
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Dr Ed's Video Webcast 2/12/25
Anatomy Of Full Employment
When others saw labor market weakening last summer, we saw normalization from the settling down of…
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Eyeing the CPI
Federal Reserve Chair Jerome Powell's congressional testimony today confirmed that the Fed remains in a dovish pause mode.…
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Economic Growth Seems To Be Picking Up
Bearish stock market narratives have been pervasive since early 2022. They are becoming more so now with each headline coming…
