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DEEP DIVE: S&P 500 Earnings In The Roaring 2020s
Strategy I: Roaring Ahead
In Sunday’s QuickTakes, Eric, Joe, and I raised our outlook for S&P 500…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1153 posts
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Trump 2.0 Supercharges Our Stay Home Investment Strategy
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the…
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Sticky Landing For Inflation?
Today's CPI report suggests that inflation may be getting stuck north of the Fed's 2.0%…
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Dr Ed's Video Webcast 11/13/24
Something’s amiss with Fed Chair Powell’s explanation for lowering the federal fund rate a second time in two…
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From Election Uncertainty To Policy Uncertainty
The NFIB survey of small business owners was released today showing a record high in their uncertainty index during October…
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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
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Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market…
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The Economic Week Ahead: November 11-15
The week ahead will provide updates on inflation, consumer spending, and manufacturing. We expect inflation might have stalled in October,…
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Powell's Mixed Message Remains Dovish
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today as widely expected. We expected…
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Trump 2.0 and the Financial Markets
Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with…
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Dr Ed's Video Webcast 11/6/24
The bond market seems to be ignoring developments that usually halt rising yields in their track. Investors seem focused instead…
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25bps Cut? We Strongly Dissent!
We may or may not know tonight who will be the next president, but we should know which party will…
