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Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
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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Market Call: The Bull Market's Alleged Vulnerabilities
The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers,…
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The Economic Week Ahead: July 8-12
Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations…
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Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup?
Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed'…
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Dr Ed's Video Webcast 7/3/24
Personal consumption expenditures data for May suggest clear skies on both the inflation and income fronts: The PCED has been…
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Fed Put Jolts Stocks To New Record High
The S&P 500 jumped to a new record high of 5509 today on better-than-expected Tesla vehicle deliveries. In…
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Treasuries Anticipating Trump 2.0?
Long-term US government bond prices fell sharply since the presidential debate on Thursday evening. The 10-year Treasury yield rose from…
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Market Call: Is The Stock Market Hazardous?
The stock market rose to another record high last week. It has been doing so in recent weeks led by…
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The Economic Week Ahead: July 1-5
We know there will be fireworks on July 4th. The question is whether we should expect any blasts or just…
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DEEP DIVE: Charging Bull
Strategy I: Hoof Marks.
Even the bulls are getting trampled by the bull market in stocks. Many investment strategists are…
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Rate Cuts This Year Unlikely As Fed Gets Closer To 2.0% Target
We still expect that the Fed's preferred core PCED inflation measure will fall to the Fed's…
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Dr Ed's Video Webcast 6/26/24
The bull market has stampeded through some of the most optimistic price targets on Wall Street including ours. While we…
