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The Economic Week Ahead: July 15-19
The economic week ahead will include updates on industrial production and business sales of goods, as well as retail sales.…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1319 posts
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DEEP DIVE: A Positive Outlook For Q2 Earnings Reporting Season
Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series…
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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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Meltup!
We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
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Dr Ed's Video Webcast 7/10/24
Signs that the Fed might lower the federal funds rate soon have sent stocks soaring, even though those signs were…
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Banking on Looser Regulation
Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
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Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
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Market Call: The Bull Market's Alleged Vulnerabilities
The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers,…
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The Economic Week Ahead: July 8-12
Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations…
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DEEP DIVE: AI Hype Is Hyper
Determining when an investment trend has run its course is more of an art than a science. While we love…
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Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup?
Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed'…
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Dr Ed's Video Webcast 7/3/24
Personal consumption expenditures data for May suggest clear skies on both the inflation and income fronts: The PCED has been…
