paid Deep Dive • 9 min read DEEP DIVE: Inflation: The Good, The Bad & The Ugly đź’ˇThis is an excerpt from the Yardeni Research December 16, 2024 Morning Briefing. Inflation I: The Good In our Roaring…
paid Stocks • 3 min read Is It Too Late To Panic? Since the December 5 QuickTakes titled "Contrarian Indicators Showing Too Many Bulls," we've been warning that…
paid Fed • 3 min read Fed's Hawkish Rate Cut Triggers Pausing Tantrum The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today, as widely expected. That takes…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 12/18/24 Lots of crosscurrents are converging to determine the course of inflation in 2025. So projecting that course takes seeing where…
paid Retail Sales • 3 min read Still Betting on US Consumers Consumer spending rose again in November, with real retail sales rising more than 3.0% y/y (chart). Rising real…
paid Fed • 3 min read Is the Fed Inflating? Is China Deflating? Last Thursday, we wrote, "After today's PPI, we won't be surprised if Fed officials plant…
paid Week Ahead • 3 min read CALENDAR: The Economic Week Ahead (Dec. 16-20) The main focus of the economic week ahead is the FOMC's interest-rate decision on Wednesday. The most likely…
public Technicals • 3 min read MARKET CALL: Game of Drones Look up in the sky. It's a bird. It's a plane. It's Superman! Nope,…
paid Deep Dive • 4 min read DEEP DIVE: Roaring 2020s Tour Deep In The Heart of Texas This is an excerpt from the Yardeni Research December 9, 2024 Morning Briefing. Taylor Swift’s “The Eras Tour” ended…
paid Bond Vigilantes • 3 min read The Bond Vigilantes Are Fighting The Fed After today's PPI, we won't be surprised if Fed officials plant a story in The Wall…
public Yardeni Research • 1 min read Stay Ahead Of The Pack With QuickTakes We were among the only forecasters who predicted no recession over the past three years. We also predicted that inflation…