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Stock Market Rotates To Interest-Rate Sensitive Sectors
The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1156 posts
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Is The Bull Market Broadening Or Rotating?
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
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Fed Pivot, Trump 2.0, SCOTUS Chevron Ruling & Earnings Broaden Stock Market Meltup
We've been predicting a broadening stock market meltup in the event that the Fed starts cutting the federal…
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Panda In A China Shop
China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
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Market Call: Earnings Reporting Season Likely To Broaden The Stock Market Rally
We've previously written that our number one concern for the stock market is unsettling domestic and global political…
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The Economic Week Ahead: July 15-19
The economic week ahead will include updates on industrial production and business sales of goods, as well as retail sales.…
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DEEP DIVE: A Positive Outlook For Q2 Earnings Reporting Season
Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series…
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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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Meltup!
We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
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Dr Ed's Video Webcast 7/10/24
Signs that the Fed might lower the federal funds rate soon have sent stocks soaring, even though those signs were…
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Banking on Looser Regulation
Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
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Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
