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Hitting a Wal(mart)
Disappointing forward guidance from Walmart weighed on the stock market today. The company's shares fell 6.5% today…
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.
298 posts
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Mind the Minutes
The Minutes from January's FOMC meeting was released today. On balance, it confirmed that the Fed is on…
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Dr Ed's Video Webcast 2/19/25
The Gunfight At DOGE City
The Bond Vigilantes aren’t saddling up just yet, but they’re on high alert,…
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Buying What Glitters
A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
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ECONOMIC WEEK: February 18–21
The shortened economic week ahead is an important one for our rolling recovery forecast in the manufacturing sector. January'…
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DEEP DIVE: Roaring 2020s & Reciprocal Tariffs
This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 11, 2025.
US Economy I: On the Road…
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Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
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Fed Rate Cuts On Ice As Inflation Heats Up
Today's hotter-than-expected January CPI inflation did some damage to bonds, raising long-term Treasury yields roughly 10bps. Headline and…
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Dr Ed's Video Webcast 2/12/25
Anatomy Of Full Employment
When others saw labor market weakening last summer, we saw normalization from the settling down of…
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Eyeing the CPI
Federal Reserve Chair Jerome Powell's congressional testimony today confirmed that the Fed remains in a dovish pause mode.…
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Economic Growth Seems To Be Picking Up
Bearish stock market narratives have been pervasive since early 2022. They are becoming more so now with each headline coming…
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ECONOMIC WEEK: February 10-14
The focus of the economic week ahead will be inflation. Businesses tend to raise prices at the beginning of the…
