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Reports of Dollar's Demise Are Greatly Exaggerated
The strength of the US dollar has been a key feature of the post-pandemic bull market. Approaching Jackson Hole, the…
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.
210 posts
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Market Call: Bungee Jump
Last week's economic data confirmed that consumers are still consuming, the labor market is fine, small business owners…
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The Economic Week Ahead: August 19-23
The week ahead is light on economic data. However, there will be lots of news coming out of Jackson Hole,…
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DEEP DIVE: Record High Earnings Giving Stock Market A Lift
There’s no sign of an imminent recession in the latest earnings reporting season. Joe notes that more than 90%…
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Consumers Are Still Shopping, Not Dropping
This morning's data tsunami showed that the labor market remains in good shape and is fueling consumer spending.…
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2% Inflation: Are We There Yet?
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been…
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Dr Ed's Video Webcast 8/14/24
Corporate earnings have never been higher, suggesting that employment should continue to grow as profitable companies expand their payrolls. Today,…
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Immaculate Disinflation!
This morning's July PPI was cooler than expected, rising just 0.1% m/m and 2.2% y/…
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Is Oil Price Anticipating an Imminent War Between Iran & Israel?
The war in the Middle East may be about to widen. Consider the following:
(1) The Israeli intelligence community reportedly…
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S&P 500 EPS At Record High During Q2
Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
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The Economic Week Ahead: August 12-16
The week ahead is packed with economic reports. In addition, more Fed talking heads are likely to opine on last…
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DEEP DIVE: Stock Market Selloff: Blame the Sahm Rule, Carry Trades & Too Many Bulls
Blaming the Sahm Rule, Carry Trades & Too Many Bulls. The stock markets’ adverse reaction to Friday’s jobs report…
