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DEEP DIVE: Immaculate Disinflation
During the spring of 2022, Debbie and I predicted that inflation was peaking: “In our scenario, the PCED headline inflation…
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.
211 posts
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Stock Market Rotates To Interest-Rate Sensitive Sectors
The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…
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Is The Bull Market Broadening Or Rotating?
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
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Dr Ed's Video Webcast 7/17/24
In congressional testimony last week, Fed Chair Powell sounded more dovish than he has this tightening cycle. That clinched financial…
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Fed Pivot, Trump 2.0, SCOTUS Chevron Ruling & Earnings Broaden Stock Market Meltup
We've been predicting a broadening stock market meltup in the event that the Fed starts cutting the federal…
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Panda In A China Shop
China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
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Market Call: Earnings Reporting Season Likely To Broaden The Stock Market Rally
We've previously written that our number one concern for the stock market is unsettling domestic and global political…
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The Economic Week Ahead: July 15-19
The economic week ahead will include updates on industrial production and business sales of goods, as well as retail sales.…
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DEEP DIVE: A Positive Outlook For Q2 Earnings Reporting Season
Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series…
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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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Meltup!
We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
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Banking on Looser Regulation
Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
