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MARKET CALL: Get A Neck Brace
Wednesday was a bad day for stocks after the release of the FOMC's Summary of Economic Projections (SEP)…
Eric Wallerstein
Eric joined YRI in 2024 after reporting on bonds at The Wall Street Journal and working as an analyst at the NY Fed. He studied economics, finance, and politics at Bucknell University.
237 posts
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DEEP DIVE: Inflation: The Good, The Bad & The Ugly
đź’ˇThis is an excerpt from the Yardeni Research December 16, 2024 Morning Briefing.
Inflation I: The Good
In our Roaring…
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Is It Too Late To Panic?
Since the December 5 QuickTakes titled "Contrarian Indicators Showing Too Many Bulls," we've been warning that…
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Fed's Hawkish Rate Cut Triggers Pausing Tantrum
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today, as widely expected. That takes…
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Dr Ed's Video Webcast 12/18/24
Lots of crosscurrents are converging to determine the course of inflation in 2025. So projecting that course takes seeing where…
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Still Betting on US Consumers
Consumer spending rose again in November, with real retail sales rising more than 3.0% y/y (chart). Rising real…
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CALENDAR: The Economic Week Ahead (Dec. 16-20)
The main focus of the economic week ahead is the FOMC's interest-rate decision on Wednesday. The most likely…
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MARKET CALL: Game of Drones
Look up in the sky. It's a bird. It's a plane. It's Superman! Nope,…
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DEEP DIVE: Roaring 2020s Tour Deep In The Heart of Texas
This is an excerpt from the Yardeni Research December 9, 2024 Morning Briefing.
Taylor Swift’s “The Eras Tour” ended…
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The Bond Vigilantes Are Fighting The Fed
After today's PPI, we won't be surprised if Fed officials plant a story in The Wall…
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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…
