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Dr Ed's Video Webcast 6/12/24
How the labor market is doing is critical to the Fed’s setting of monetary policy given its dual mandate…
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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Game Over For Birth/Death Adjustment?
Some economists claim that recent nonfarm payroll gains are misleadingly strong and are masking the underlying weakness in the labor…
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The Economic Week Ahead: June 10-14
The economic week ahead will be dominated by the FOMC’s latest meeting (Wed) and May’s CPI report. The…
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DEEP DIVE: Expecting Record S&P 500 Earnings Ahead
Joe reports that the S&P 500 Q1 earnings reporting season is now 98% complete, with 490 companies having…
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Will The Fed Join The Rate-Cutting Pack Of Central Banks?
US stocks rose to record highs on Wednesday. European stocks did the same today after the ECB lowered its official…
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Charging to New Highs
The S&P 500 rose to yet another record high today, once again led by semiconductor stocks, in particular,…
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Is The Fed Put Back?
The financial markets seem to believe that the Fed Put is back. The recent batch of weaker-than-expected economic indicators raised…
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Goods Economy Still On The Ropes
A growth recession is still rolling through the goods sector. Real consumer spending on goods has been flat at a…
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The Economic Week Ahead: June 3-7
This week, May's employment report (Fri) is likely to be the most important one. We expect the labor…
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DEEP DIVE: US Economy Is Less Interest Rate Sensitive
US Economy I. Banks Versus Nonbanks.
The resilience of the US economy has been impressive over the past two years…
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Bonds Weighing On Stocks
Yesterday, Minneapolis Fed President Neel Kashkari told CNBC that he wants to see "many more months of positive inflation…
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Dr Ed's Video Webcast 5/29/24
Geopolitical events can shake up the stock market, sometimes providing buying opportunities. The current geopolitical landscape is unsettled and unsettling,…
