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The Economic Week Ahead: December 18 - 22
On Wednesday, at his presser, Fed Chair Jerome Powell sounded more dovish. So bond and stock prices continued to rally…
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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DEEP DIVE: The Fed - Tightening Or Merely Normalizing?
Based on November’s employment report released on Friday, we can safely conclude that there is still no sign of…
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Bond & Stock Prices In Mini Meltup Over Soft Landing
Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…
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Dr Ed's Video Webcast 12/14/23
The economy has proven resilient, defying all the reasons it shouldn’t be, to which diehard hard landers still cling.…
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Stock & Bond Prices Flying With The Fed's Doves
Today's Summary of Economic Projections (SEP) released by the FOMC after the committee's meeting was dovish.…
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S&P 500 Earnings At Record High
Yippee! S&P 500 operating earnings per share rose to a record high in Q3, for the first time…
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Continue To Underweight Commodities & Emerging Markets In Global Portfolios
The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in…
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A Christmas Market For The Bull? S&P 500 At 6000 In 2025?
Christmas is in two weeks. This year's Santa Claus rally started early, i.e., on October 27. Will…
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The Economic Week Ahead: December 11 - 15
The big event of the week will be the FOMC meeting (Tue & Wed) followed by Fed Chair Jerome Powell&…
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DEEP DIVE: Construction Is Booming!
The US economy has been remarkably resilient in the face of the Fed’s aggressive tightening of monetary policy since…
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Another Bowl Of Mixed Nuts
The S&P 500 is consolidating its gains since the October 27 bottom. In recent days, its been trading…
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Productivity Revised Up
The stock market marked time again today with the S&P 500 remaining around 4550. The 10-year Treasury bond…
