paid
Sunny Economy, Gloomy Dispositions
Inflation is the number one economic concern among consumers today. It's also moderated significantly since the summer of…
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
•
paid
public
The Economic Week Ahead: May 28 - 31
The economic indicators released during the shortened week ahead should confirm that economic growth remains solid and that inflation is…
paid
DEEP DIVE: Dow 40,000 And Counting
The Baby Boomers have been heavily influenced by a couple of Spocks—Dr. Benjamin Spock and Spock of Star Trek,…
paid
Will Nvidia Trump The Fed?
Yesterday's FOMC minutes confirmed that Fed officials are in no rush to lower the federal funds rate (FFR)…
public
Dow 60,000: Here We Come
The Dow Jones Industrial Average closed above 40,000 for the first time on Friday, May 17 (chart). Today it…
paid
Why Are LargeCaps Doing Better Than SMidCaps?
Why has the S&P 500 LargeCaps stock price index been more expensive than the indexes for the S&…
paid
Anatomy Of The Bond Yield
We expect that the 10-year US Treasury bond yield will remain rangebound between 4.00% and 5.00% for the…
public
Market Call: From Dow 40,000 To Infinity & Beyond
The Dow Jones Industrial Average closed above 40,000 on Friday for the first time. It's on track…
paid
The Economic Week Ahead: May 20 - 24
The week ahead is a light one for economic reports. The focus is mostly on the housing sector, which is…
paid
DEEP DIVE: Consumers Running Out of Excess Saving. Will They Drop Or Continue To Shop?
Bears have been growling since mid-2022 that the US consumer will soon be “tapped out” of the excess savings accumulated…
paid
Bad News About Goods Is Good News For Bonds & Stocks
The Dow is flirting with 40,000 currently, confirming that good news is good news and bad news is also…
paid
Inflation's Puzzle Pieces Painting Bullish Picture
The S&P 500 rose to a new record high of 5308.15 following today's economic numbers.…
