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DEEP DIVE: The Fed In A Presidential Election Year
Notwithstanding last week’s hotter-than-expected CPI and PPI reports, the financial markets are still anticipating that the Federal Reserve will…
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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Moon Shot
The S&P 500 rose to yet another record high today closing at 5241.53 (chart). We wrote the…
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Powell & Co. Remain Dovish
Powell & Co. were more dovish today than we (and stock investors) expected. The FOMC's Summary of Economic…
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Dr Ed's Video Webcast 3/20/24
Unlike in January, investors’ rate-cut expectations now appear to be in sync with FOMC members’ projections. Both seem to be…
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Stock Market Has Discounted Lots Of Good News
Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang…
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The S&P 500/400/600 Performance Derby
The S&P 500 LargeCap stock price index is up 44.0% since the end of the latest bear…
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The Economic Week Ahead: March 18 - 22
Other than Nvidia's AI lovefest during the first three days of the week and the FOMC meeting on…
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Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser
Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and…
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DEEP DIVE: 'Pent-Up Exuberance'
Raphael Bostic is the president and CEO of the Federal Reserve Bank of Atlanta. He is a 2024 voting member…
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The Pause That Refreshes Spooks Investors
The vertical momentum rally that started on October 27, 2023 seems to be losing some of its momentum. Maybe. That&…
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Yikes: Everyone Is Bullish!
During the week of October 11, 2022, the Investors Intelligence Bull/Bear Ratio (BBR) fell to a cyclical low of…
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Dr Ed's Video Webcast 3/13/24
Is Bostic on to something? We think the Atlanta Fed president is right to warn about “pent-up exuberance,” the business…
