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Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1253 posts
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The Blob Keeps Growing. So Why Aren't Bond Yields Soaring?
The federal deficit narrowed a bit to $1.63 trillion over the 12 months through April (chart). However, over the…
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Market Call: Sharp U-Turn
The S&P 500 bottomed most recently on April 19 at 4967.23, rising to 5222.68 on Friday.…
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The Week Ahead: May 13 - 17
The week ahead is jampacked with economic indicator releases. The big ones are for inflation, retail sales, and production. They…
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DEEP DIVE: The Causes of Recessions & Bear Markets, a Recap
There are three ways that recessions typically are triggered: 1) a monetary-tightening-induced financial crisis turns into a credit crunch; 2)…
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The Recession Claim
One of our competitors claims that we are in a recession. Another claims that we will soon be in a…
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Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
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Dr Ed's Video Webcast 5/8/24
Investors in both stock and bond markets are suddenly blooming with optimism. Both markets rallied on Friday’s (mostly) positive…
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DEEP DIVE: AI Chips & The Others
A handful of semiconductors companies reported earnings and made it clear that the rabid demand for chips used to run…
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Monster Trucks With Monster Bills
Since just before the pandemic during January 2020 through March of this year, the CPI indexes for new autos, auto…
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US Purchasing Managers Report Weakening Economy
Among last week’s batch of weaker-than-expected economic indicators were April’s M-PMI and NM-PMI compiled by the Institute for…
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Market Call: Nothing To Fear But Nothing To Fear, Again.
Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The…
