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DEEP DIVE: Inflation - Why the Long Face?
Among the hottest topics at dinner tables and at corporate boardrooms tables across the country—not to mention election campaign…
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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Low Inflation Readings Stampede the Bulls
On Wednesday, the Federal Open Market Committee (FOMC) warned markets to expect no more than one interest rate cut over…
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Inflation Moderates & Stocks Soar As Fed Aims For One Rate Cut In 2024
Hooray! The S&P 500 closed slightly above our yearend target of 5400 today (chart). The same thing happened…
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Dr Ed's Video Webcast 6/12/24
How the labor market is doing is critical to the Fed’s setting of monetary policy given its dual mandate…
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Game Over For Birth/Death Adjustment?
Some economists claim that recent nonfarm payroll gains are misleadingly strong and are masking the underlying weakness in the labor…
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Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
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Market Call: Blue Angels Flying High
Our Blue Angels framework shows that the S&P 500 was back in record high territory last week as…
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The Economic Week Ahead: June 10-14
The economic week ahead will be dominated by the FOMC’s latest meeting (Wed) and May’s CPI report. The…
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DEEP DIVE: Expecting Record S&P 500 Earnings Ahead
Joe reports that the S&P 500 Q1 earnings reporting season is now 98% complete, with 490 companies having…
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Will The Fed Join The Rate-Cutting Pack Of Central Banks?
US stocks rose to record highs on Wednesday. European stocks did the same today after the ECB lowered its official…
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Charging to New Highs
The S&P 500 rose to yet another record high today, once again led by semiconductor stocks, in particular,…
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Dr Ed's Video Webcast 6/5/24
Our economic and S&P 500 forecasts are underpinned by our forecasts for corporate revenues, earnings, and profit margins.…
