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Help (Still) Wanted
The job market remains strong. That was the message from a couple of labor market indicators today. The most timely…
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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What Will Powell Say?
Fed Chair Jerome Powell might disappoint the markets on Wednesday, when he conducts his press conference to discuss the decision…
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Market Call: Between Iran & A Hard Place
Geopolitical events and crises rarely influence Fed policymaking. This time it might be different. The war that began on October…
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The Economic Week Ahead: January 29 - February 2
The FOMC meets Tuesday and Wednesday with Fed Chair Jerome Powell conducting a press conference Wednesday afternoon. We expect no…
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DEEP DIVE: Party Like It's 1999!
Is it possible that the meltup phase of the bull market (which started on October 12, 2022) has begun already—…
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The US Economy Remains Bullish
One day, there will be a recession. It just didn't happen in 2022 or 2023, as was widely…
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Short-Term Caution Signs
The S&P 500 and Nasdaq 100 rose to fresh record highs today. That's great. Not so…
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Dr Ed's Video Webcast 1/24/24
Now that investors’ recession fears have abated, they’re focusing on company fundamentals again, so good corporate news is having…
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Huge Negative Wealth Effect In China
China might be in a recession or going into one. That’s a controversial statement since real GDP rose 5.…
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38,000
The DJIA rose to a new record high of 38,001.81 today (chart). The DJTA is lagging behind the…
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Market Call: Three Scenarios
We now see three possible historical precedents for the economy, the Fed, and the stock market's performance ahead:…
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The Week Ahead: January 22 - 26
The week ahead should be another good one for our "immaculate disinflation" scenario. December's Index of…
