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DEEP DIVE: Record High Earnings Giving Stock Market A Lift
There’s no sign of an imminent recession in the latest earnings reporting season. Joe notes that more than 90%…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1155 posts
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Consumers Are Still Shopping, Not Dropping
This morning's data tsunami showed that the labor market remains in good shape and is fueling consumer spending.…
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China Dragon's Breath Is Less Fiery
China's economy is faltering. July data suggest the government will have to provide more stimulus to meet its…
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2% Inflation: Are We There Yet?
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been…
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Dr Ed's Video Webcast 8/14/24
Corporate earnings have never been higher, suggesting that employment should continue to grow as profitable companies expand their payrolls. Today,…
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Immaculate Disinflation!
This morning's July PPI was cooler than expected, rising just 0.1% m/m and 2.2% y/…
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Is Oil Price Anticipating an Imminent War Between Iran & Israel?
The war in the Middle East may be about to widen. Consider the following:
(1) The Israeli intelligence community reportedly…
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S&P 500 EPS At Record High During Q2
Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
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Market Call: More Churning?
We've been expecting the stock market to churn for a while. We didn't expect it would…
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The Economic Week Ahead: August 12-16
The week ahead is packed with economic reports. In addition, more Fed talking heads are likely to opine on last…
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DEEP DIVE: Stock Market Selloff: Blame the Sahm Rule, Carry Trades & Too Many Bulls
Blaming the Sahm Rule, Carry Trades & Too Many Bulls. The stock markets’ adverse reaction to Friday’s jobs report…
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Tough Treasury Auctions Belie Renewed Recession Chatter
US stock prices and bond yields rose today following the release of the latest weekly jobless claims report confirming our…
