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Higher For Longer
We've been in the higher-for-longer camp regarding the outlook for the federal funds rate (FFR) since the end…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1254 posts
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Dr Ed's Video Webcast 2/21/24
Today, we analyze the analysts, noting that they tend be influenced by stock market meltups—thus fueling the meltups—and…
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Nvidia For Fun & Profit
As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…
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Leading Indicator Still Misleading
January's Index of Leading Economic Indicators (LEI) was down again by 0.4% (chart). It has been falling…
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DEEP DIVE: Why Were Economists So Wrong?
Why were so many economists and strategists so wrong in their predictions of a recession over the past two years?…
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Market Call: Investing Is For Teenagers
Contrary indicator alert! On Sunday, the WSJ posted an article titled "These Teenagers Know More About Investing Than You…
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The Economic Week Ahead: Feb 20 - 23
It's a slow, holiday-shortened week for economic data up ahead. It will start on Tuesday with January'…
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Not-So-Hot PPI
Tuesday's CPI and today's PPI for January were higher than expected. Thursday's retail sales…
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It Was Cold In January, But Spring Is Coming!
Retail sales fell 0.8% m/m in January, much weaker than expected (chart). Leading the way down was a…
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How To Spot A Meltup
We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
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Dr Ed's Video Webcast 2/14/24
High inflation rarely has been tamed without precipitating a recession. Few economic prognosticators thought it could be done. Yet the…
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Inflation Scare
Today, January's CPI inflation rate was slightly higher than expected. But the upside surprise was enough to convince…
