public
The Economic Week Ahead: February 12-16
Powell & Co. would like to see more evidence that inflation is falling toward their 2.0% target. They should…
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
•
public
paid
DEEP DIVE: Productivity Is Making A Roaring Comeback
Our Roaring 2020s economic scenario is predicated on our assumption that chronic labor shortages, especially of skilled workers, will cause…
public
Not-So-Narrow Bull Market
Have the S&P 500’s eight largest-capitalization stocks, the so-called MegaCap-8, been eating all the jellybeans, starving the…
paid
S&P 500 Closes In On 5000
The S&P 500 closed at a new record high today of 4994.63. This is the Rodney Dangerfield…
paid
Dr Ed's Video Webcast 2/7/24
The pandemic distorted the economy in many ways, including derailing the productivity boom that we’d been expecting would characterize…
public
MegaCap-8 Continue To Impress
Through Friday’s close, the S&P 500 price index is up 4.0% ytd to a record high.…
paid
Powell On "60 Minutes"
Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
paid
Market Call: Meta's Universe
Meta is leading the stock market to where it has never gone before, i.e., to new record highs. Its…
public
The Economic Week Ahead: February 4-9
Now that the latest meeting of the Federal Open Mouth Committee is over, we can expect lots of chatter from…
paid
Happy Groundhog Day!
Punxsutawney Phil, the famous groundhog, woke up this morning and did not see his shadow, calling for an early spring.…
paid
Market Dives As Powell Pushes Back
As we expected, Fed Chair Jerome Powell pushed back on market expectations of a federal funds rate cut in March…
paid
Dr Ed's Video Webcast 1/31/24
It doesn’t take a recession to bring down inflation to the Fed’s target! “Immaculate disinflation,” widely dismissed as…
