public Yardeni Research • 1 min read Stay Ahead Of The Pack With QuickTakes We were among the only forecasters who predicted no recession over the past three years. We also predicted that inflation…
public CPI • 4 min read Will Rate Cuts Continue Unless Inflation Behaves Badly? Today's CPI report for November matched expectations. The CME FedWatch tool shows 95% odds that the FOMC will…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 12/11/24 As Taylor Swift ends her Eras tour, Dr Ed starts his Roaring 2020s Tour to meet with our accounts. Last…
paid AI • 3 min read Supercomputers vs Supercore Inflation The stock market appeared calm ahead of tomorrow's November CPI report, which is likely to show that supercore…
paid Earnings Season • 2 min read Another Record Earnings Reporting Season Chocolate and chips were on today's stock market menu. Hershey's stock price soared on a report…
paid Week Ahead • 3 min read The Economic Week Ahead: December 9-13 The economic week ahead is chockful of inflation updates. We're expecting stickier inflation readings that should ruffle the…
paid Roaring 2020s • 3 min read MARKET CALL: Will Trump 2.0 Be Volatile? In recent conversations with our accounts, many of them said that the financial markets may be more volatile under Trump…
paid Deep Dive • 6 min read DEEP DIVE: Does the Stock Market Have a Valuation Problem? Strategy I: Valuation & Growth. As we’ve seen over the past three years, stock investors don’t like recessions,…
public Bull Market • 3 min read Contrarian Indicators Showing Too Many Bulls We were very bullish at the start of this year with a Street-high year-end price target of 5400 for the…
paid AI • 2 min read Let The Good Times Roll Salesforce beat Q3 earnings expectations today, but that's not what drove the company's shares 11% higher.…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 12/4/24 Today, Dr. Ed examines Baby Boomer economics. The Boomers are sitting on sizable nest eggs that continue to expand along…
paid JOLTS • 2 min read US Jobs Market: Onwards & Upwards We've contended all year that the labor market was normalizing from the unsustainable pace of hiring during the…