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Foreigners Buying Lots Of US Dollars To Buy Lots Of US Stocks & Bonds
The stock market rose today, buoyed by the fact that President Donald Trump didn't raise tariffs on Day…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1213 posts
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MARKET CALL: Momentum Is Hard To Stop
The bond and stock markets were closed today for MLK Day. When they reopen tomorrow, we will all be able…
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ECONOMIC WEEK: January 20–24
The week ahead will be light on economic indicators and heavy on executive orders (EOs). While the markets are closed…
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DEEP DIVE: Recalibrating the Fed
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 13, 2025.
From March 2022 through August 2024,…
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US Economy: Another Mostly Pretty Picture
Today's batch of December economic indicators in the US has mostly eased any downside concerns about the labor…
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Today Was A Good Day
Both stocks and bonds benefitted from good news across the earnings, macroeconomic, and geopolitical fronts today. Financial stocks jumped as…
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Dr Ed's Video Webcast 1/15/25
The financial markets have been recalibrating their expectations for monetary policy since the FOMC’s December meeting and their expectations…
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Valuation & Beauty
Stock market valuation and beauty have a lot in common: They are both in the eyes of the beholder. At…
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The Economic Week Ahead: January 13-17
The week ahead is packed with inflation, consumer, and manufacturing indicators. Long-term Treasury yields could climb closer to 5.00%…
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MARKET CALL: Bond Vigilantes Spooking Stock Jockeys
Last year, during August, we anticipated that US bond yields would rebound. Indeed, they have. During December, we expected a…
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DEEP DIVE: Risks & Reward In 2025
This is an excerpt from the Yardeni Research Morning Briefing dated January 6, 2025.
Strategy I: What Could Go Right.…
