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DEEP DIVE: Winning Streaks Usually Don't Last Forever
TAMED I: Technical Analysis Of Macro Economic Data.
Over the past two years, the hard landers had innumerable theories and…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1320 posts
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Multi-Family Housing Glut?
Today's batch of economic indicators was on the weak side. Indeed, the Citigroup Economic Surprise Index fell deeper…
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Dr Ed's Video Webcast 6/19/24
The rates of unemployment and inflation aren’t always inversely correlated, as the Phillips Curve model posits. Historically, they have…
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Consumers Consuming, Producers Producing & Treasury Borrowing
May's retail sales, including food services, rose just 0.1% m/m, weaker than expected (chart). That'…
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Recession With Chinese Characteristics
China’s May economic indicators were broadly negative, as evidenced by the recent weakness in Chinese stock prices as well…
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Market Call: Momentum Meltup, Blowoff Top, Or Both?
Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…
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The Economic Week Ahead: June 17-21
The economic week ahead will include lots of economic indicators, which on balance should show that the pace of economic…
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DEEP DIVE: Inflation - Why the Long Face?
Among the hottest topics at dinner tables and at corporate boardrooms tables across the country—not to mention election campaign…
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Low Inflation Readings Stampede the Bulls
On Wednesday, the Federal Open Market Committee (FOMC) warned markets to expect no more than one interest rate cut over…
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Inflation Moderates & Stocks Soar As Fed Aims For One Rate Cut In 2024
Hooray! The S&P 500 closed slightly above our yearend target of 5400 today (chart). The same thing happened…
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Dr Ed's Video Webcast 6/12/24
How the labor market is doing is critical to the Fed’s setting of monetary policy given its dual mandate…
