paid Earnings Season • 3 min read 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…
public Week Ahead • 3 min read 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…
paid Deep Dive • 5 min read 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,…
public GDPNow • 4 min read 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…
paid Banks • 3 min read 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…
paid Video Webcasts • 1 min read 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…
paid Stock Market • 3 min read Valuation & Beauty Stock market valuation and beauty have a lot in common: They are both in the eyes of the beholder. At…
paid Week Ahead • 3 min read 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%…
paid Stock Market • 2 min read 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…
paid Deep Dive • 8 min read 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.…
public US Economy • 3 min read A Bunch Of Cool & Colorful Charts I. US FINANCIAL MARKETS The bull/bear ratios have dropped sharply over the past couple of weeks (chart). From a…