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Rolling Recoveries In Manufacturing & Retailing
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
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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The Economic Week Ahead: April 1 - 5
The first week of the month is always jampacked with economic indicators. In addition, at least one member of the…
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Market Call: Fed Choir All On Same Page
Fed Chair Jerome Powell spoke on Friday at an event at the San Francisco Fed. He repeated what other Fed…
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DEEP DIVE: The Fed Put Is Back
Monetary Policy I: Post-Modern Monetary Theory
Melissa and I received quite a few favorable reader comments on last Monday’s…
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Dr Ed's Market Calls .... as reported in the financial press
We are often asked about our track record in predicting the economy and financial markets. In response, we've…
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Sweet Economic Indicators
Today's batch of economic indicators was mostly sweet. Q4's real GDP was revised from 3.2%…
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'There's Still No Rush'
So said Federal Reserve Governor Christopher Waller this evening at the Economic Club of New York in a speech titled…
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Dr Ed's Video Webcast 3/27/24
Is the “Fed Put” back? Might the Fed’s assurances that interest rates will be brought down this year (as…
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Performance Derby
The stock market rally should continue to broaden as investors realize that the MegaCap-8 are not bulletproof. Tesla has competitors…
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Market Call: The Fed Put Is Back
Last week, the FOMC released its latest quarterly Summary of Economic Projections (SEP) for March. Compared to December's…
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The Economic Week Ahead: March 25 - 29
The most important economic indicator for the week ahead will be February's PCED inflation rate, which comes out…
