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Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1207 posts
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The Economic Week Ahead: November 11-15
The week ahead will provide updates on inflation, consumer spending, and manufacturing. We expect inflation might have stalled in October,…
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Powell's Mixed Message Remains Dovish
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today as widely expected. We expected…
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Trump 2.0 and the Financial Markets
Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with…
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Dr Ed's Video Webcast 11/6/24
The bond market seems to be ignoring developments that usually halt rising yields in their track. Investors seem focused instead…
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25bps Cut? We Strongly Dissent!
We may or may not know tonight who will be the next president, but we should know which party will…
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Contrarian Curses & Tricky Cross Currents Since September 18
Investors often rejoice when a stock they own is selected to join a major market index. Index funds collectively have…
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Market Call: Trend Spotting
Some of our best friends are technicians. Ed was at Prudential Equity Group at the same time as Ralph Acampora,…
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The Economic Week Ahead: November 4 - 8
The blockbuster event in the week ahead is Tuesday's presidential election. We're rooting for gridlock, or…
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DEEP DIVE: Ten Useless Macroeconomic Theories
It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years.…
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Super Macro. Not So Super Micro.
Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
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Going Nowhere Fast?
The S&P 500 equal-weighted index has been going nowhere fast since the Fed cut the federal funds rate…
