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Stocks Stay Afloat in Deep Waters
DeepSeek took a bite out of semiconductor, other tech, as well as nuclear power stocks today. Many of these AI…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1316 posts
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ECONOMIC WEEK: January 27-31
The week ahead is packed full of important economic data releases, big tech earnings reports, and central bank meetings. Economic…
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MARKET CALL: Will DeepSeek Sink The Unsinkable Mag-7?
The Q4-2024 earnings reporting season is going well so far. It started out two weeks ago with better-than-expected big bank…
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DEEP DIVE: Time To Recalibrate Our Three Scenarios?
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 13, 2025.
We regularly assess the subjective probabilities…
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Take Down These Interest Rates And Oil Prices Too!
President Donald Trump invoked his inner President Ronald Reagan today in a virtual speech at the World Economic Forum in…
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Sentiment Remains Remarkably Bearish, Which Is Bullish
Stock price indexes are back at record highs. Yet the stock market's sentiment indicators have turned stubbornly bearish…
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Dr Ed's Video Webcast 1/22/25
Expectations for more rate cuts this year than previously expected buoyed both bond and stock markets last week. The prior…
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Foreigners Buying Lots Of US Dollars To Buy Lots Of US Stocks & Bonds
The stock market rose today, buoyed by the fact that President Donald Trump didn't raise tariffs on Day…
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MARKET CALL: Momentum Is Hard To Stop
The bond and stock markets were closed today for MLK Day. When they reopen tomorrow, we will all be able…
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ECONOMIC WEEK: January 20–24
The week ahead will be light on economic indicators and heavy on executive orders (EOs). While the markets are closed…
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DEEP DIVE: Recalibrating the Fed
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 13, 2025.
From March 2022 through August 2024,…
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US Economy: Another Mostly Pretty Picture
Today's batch of December economic indicators in the US has mostly eased any downside concerns about the labor…
