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ECONOMIC WEEK: February 10-14
The focus of the economic week ahead will be inflation. Businesses tend to raise prices at the beginning of 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.
299 posts
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MARKET CALL: Choppy Waters
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs…
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DEEP DIVE: The Art Of The Tariff Deal
This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 4, 2025.
Geopolitics I: What Trump Wants from…
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A Bond Vigilante In Trump's Court
Trump 2.0 is borrowing a page from the Clinton administration's playbook, specifically the one in which Robert…
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Bessent Follows Yellen’s Lead & Gold Price Rises To New High
The bond market relaxed today after Treasury Secretary Scott Bessent's debut Quarterly Refunding Announcement (QRA) proved to be…
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Dr Ed's Video Webcast 2/5/25
Anatomy Of Gross National Product
Why is the US economy so strong? Look in the mirror: The consumer is the…
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Animal Spirits Boosting Capex Plans
Google-parent Alphabet’s stock sank 7% after the closing bell today following its Q1 earnings report. That was partly because…
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Make Manufacturing Great Again!
Markets were abuzz with headlines from Washington today. The S&P 500 opened 1.7% lower on the weekend&…
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ECONOMIC WEEK: February 3-7
Aside from plenty of news about tariffs, the economic week ahead is jampacked with economic indicators that might be affected…
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MARKET CALL: Beware The Front Cover Curse & Trump Tariffs 2.0
We are sure that Forbes magazine has had plenty of cover stories about successful entrepreneurs who survived the front-cover curse…
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DEEP DIVE: The Digital Revolution Is Evolving
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 28, 2025.
DeepSeek is a Chinese AI lab…
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Fed's Dovish Pause Boosts Stocks, Gold, And Bitcoin
Fed Chair Jerome Powell's basic message during his press conference yesterday was that the Fed is in no…
