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The Great (Yield) Fall Of China
Today's Wall Street Journal reports: "Now, as Trump prepares for his second administration, American companies have largely…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1206 posts
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Dr Ed's Video Webcast 1/1/25
Ed and Eric look forward to the new year.
❇️Exclusive Early Access for Paid Members: Below, you'll find…
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2024 Was A Roaringly Good Year For Stocks
This is the time of year when we all wish one another a healthy, happy, and prosperous new year. The…
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Some Air Coming Out Of Post-Election Balloon
The post-election rally has been losing steam since early December (chart). The S&P 500 peaked at a record…
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MARKET CALL: Crosscurrents & Riptides
January could start the year off with some volatility in the bond and stock markets. There are lots of fundamental…
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Bond Vigilantes Pushing Back Against Reckless Monetary & Fiscal Policies
The 10-year Treasury bond yield is up 100bps since the Fed started lowering the federal funds rate (FFR) by 100bps…
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Ahead of the Earnings Pack
We've been bullish on the stock market since October 2022. We remain bullish, targeting 7000 on the S&…
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Whatever It Takes? China Is Stimulating, Again.
There may soon be fewer jobs for economists in both the US and China.
On Monday, December 23, Elon Musk…
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Merry Christmas and Happy Hannukah, Kwanzaa & New Year!
We wish you all the best during the holidays and a prosperous year ahead.
David, Debbie, Ed, Eric, Geoff, Jackie,…
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Dr Ed's Video Webcast 12/25/24
Ed and Eric look forward to the new year.
❇️Exclusive Early Access for Paid Members: Below, you'll find…
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Permabulls Versus Permabears
I. The Light Side
In a November 19 post titled “Yardeni And The Long History of Stock Market Prediction Problems,…
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MARKET CALL: Get A Neck Brace
Wednesday was a bad day for stocks after the release of the FOMC's Summary of Economic Projections (SEP)…
