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Game Over For Birth/Death Adjustment?
Some economists claim that recent nonfarm payroll gains are misleadingly strong and are masking the underlying weakness in the labor…
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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Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
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Market Call: Blue Angels Flying High
Our Blue Angels framework shows that the S&P 500 was back in record high territory last week as…
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The Economic Week Ahead: June 10-14
The economic week ahead will be dominated by the FOMC’s latest meeting (Wed) and May’s CPI report. The…
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DEEP DIVE: Expecting Record S&P 500 Earnings Ahead
Joe reports that the S&P 500 Q1 earnings reporting season is now 98% complete, with 490 companies having…
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Will The Fed Join The Rate-Cutting Pack Of Central Banks?
US stocks rose to record highs on Wednesday. European stocks did the same today after the ECB lowered its official…
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Charging to New Highs
The S&P 500 rose to yet another record high today, once again led by semiconductor stocks, in particular,…
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Dr Ed's Video Webcast 6/5/24
Our economic and S&P 500 forecasts are underpinned by our forecasts for corporate revenues, earnings, and profit margins.…
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Is The Fed Put Back?
The financial markets seem to believe that the Fed Put is back. The recent batch of weaker-than-expected economic indicators raised…
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Goods Economy Still On The Ropes
A growth recession is still rolling through the goods sector. Real consumer spending on goods has been flat at a…
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The Economic Week Ahead: June 3-7
This week, May's employment report (Fri) is likely to be the most important one. We expect the labor…
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Market Call: Another Rollercoaster Ride.
Friday was another wild ride on the S&P 500 rollercoaster. At first, stock prices rose after April'…
