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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…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1249 posts
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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,…
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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…
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Let The Good Times Roll
Salesforce beat Q3 earnings expectations today, but that's not what drove the company's shares 11% higher.…
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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…
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US Jobs Market: Onwards & Upwards
We've contended all year that the labor market was normalizing from the unsustainable pace of hiring during the…
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Manufacturing Indicators May Be Rebounding in US and China
After languishing for the past couple years, manufacturing gauges in both the US and China improved in November. Could this…
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The Economic Week Ahead: December 2-6
We expect to see more animal spirits during the economic week ahead. It is chock-full of updates of labor market…
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MARKET CALL: The Trump/Musk/Vivek/Santa Rally
For better or worse, Trump's New World Order will certainly be different from Biden's Old World…
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DEEP DIVE: Is Trump 2.0 Bullish Or Bearish?
Trump 2.0 I: Lots of Moving Parts
So far, it has been the Roaring 2020s for the US economy…
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Home For the Holidays
This is the time of the year when we all count our blessings. The Yardeni Research team thanks you for…
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Dr Ed's Video Webcast 11/27/24
With economic growth robust and the stock market at a record high, we’re living the Roaring 2020s now. The…
