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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…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1255 posts
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Bull Chasers
The S&P 500 is up 40.5% since the start of the current bull market on October 12,…
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Market Call: A Meltup For All Seasons
The stock market has been melting up since late October 2023, when investors concluded that the Fed was done raising…
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The Economic Week Ahead: February 12-16
Powell & Co. would like to see more evidence that inflation is falling toward their 2.0% target. They should…
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DEEP DIVE: Productivity Is Making A Roaring Comeback
Our Roaring 2020s economic scenario is predicated on our assumption that chronic labor shortages, especially of skilled workers, will cause…
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Not-So-Narrow Bull Market
Have the S&P 500’s eight largest-capitalization stocks, the so-called MegaCap-8, been eating all the jellybeans, starving the…
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S&P 500 Closes In On 5000
The S&P 500 closed at a new record high today of 4994.63. This is the Rodney Dangerfield…
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Dr Ed's Video Webcast 2/7/24
The pandemic distorted the economy in many ways, including derailing the productivity boom that we’d been expecting would characterize…
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MegaCap-8 Continue To Impress
Through Friday’s close, the S&P 500 price index is up 4.0% ytd to a record high.…
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Powell On "60 Minutes"
Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
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Market Call: Meta's Universe
Meta is leading the stock market to where it has never gone before, i.e., to new record highs. Its…
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The Economic Week Ahead: February 4-9
Now that the latest meeting of the Federal Open Mouth Committee is over, we can expect lots of chatter from…
