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DEEP DIVE: A Very Brief History of Recoveries & Expansions
How much longer might the current economic expansion last? That remains a widely disputed question. The debate started between the…
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 Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
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Dr Ed's Video Webcast 1/17/24
The runaway inflation of the 1970s was whipped only after Paul Volcker took over as Fed chief, doing the deed…
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Loose Houthis Can Sink Ships
Chevron CEO Michael Wirth warned yesterday in a CNBC interview that the Red Sea crisis could disrupt oil supplies and…
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Market Call: S&P 500/400/600 Are Flying With The Blue Angels
Our Blue Angels framework allows us to visualize the stock market equation P = P/E * E in one chart, where…
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The Economic Week Ahead: January 16-19
Last week had plenty of indicators that allowed us to assess the latest readings on US inflation: It is continuing…
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DEEP DIVE: The True Story About Long & Variable Lags In Monetary Policy
How long is the lag between monetary policy tightening and recessions? In the past, the answer to that question depended…
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There's Always Something To Worry About
The stock and bond markets are marking time. They might continue to do so during the first half of this…
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This Week: January 8 - 12
The second week of the month tends to be light on economic releases compared to the other weeks of the…
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Dr Ed's Video Webcast 1/10/24
The point between Fed tightening and easing is a good time to reconsider the widely accepted long-and-variable-lags theory of monetary…
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Fourth Quarter's Earnings Reporting Season Begins
The new year is about to begin with an earnings reporting season for the last quarter of the old year.…
