public
The Recession Claim
One of our competitors claims that we are in a recession. Another claims that we will soon be in a…
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
•
public
paid
Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
paid
Dr Ed's Video Webcast 5/8/24
Investors in both stock and bond markets are suddenly blooming with optimism. Both markets rallied on Friday’s (mostly) positive…
paid
DEEP DIVE: AI Chips & The Others
A handful of semiconductors companies reported earnings and made it clear that the rabid demand for chips used to run…
public
Monster Trucks With Monster Bills
Since just before the pandemic during January 2020 through March of this year, the CPI indexes for new autos, auto…
paid
US Purchasing Managers Report Weakening Economy
Among last week’s batch of weaker-than-expected economic indicators were April’s M-PMI and NM-PMI compiled by the Institute for…
paid
Market Call: Nothing To Fear But Nothing To Fear, Again.
Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The…
public
The Economic Week Ahead: May 6 - 10
It's slim pickings this week on the US economic front. The news is mostly about credit conditions. Then…
public
Meet Eric
I am very pleased to announce that Eric Wallerstein is joining the Yardeni Research team as our Chief Markets Strategist.…
public
Stocks & Bonds Rally Despite Weak Productivity Report
Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index (ECI). It was up…
paid
Powell Says No Stag, No Flation.
Fed Chair Jerome Powell wasn't dovish at his presser today. But he wasn't hawkish either. He…
paid
Dr Ed's Video Webcast 5/1/24
One quarter does not stagflation make.
True, the March quarter’s real GDP growth rate was down from the December…
