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Will Rate Cuts Continue Unless Inflation Behaves Badly?
Today's CPI report for November matched expectations. The CME FedWatch tool shows 95% odds that the FOMC will…
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.
237 posts
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Dr Ed's Video Webcast 12/11/24
As Taylor Swift ends her Eras tour, Dr Ed starts his Roaring 2020s Tour to meet with our accounts. Last…
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Supercomputers vs Supercore Inflation
The stock market appeared calm ahead of tomorrow's November CPI report, which is likely to show that supercore…
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Another Record Earnings Reporting Season
Chocolate and chips were on today's stock market menu. Hershey's stock price soared on a report…
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The Economic Week Ahead: December 9-13
The economic week ahead is chockful of inflation updates. We're expecting stickier inflation readings that should ruffle the…
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MARKET CALL: Will Trump 2.0 Be Volatile?
In recent conversations with our accounts, many of them said that the financial markets may be more volatile under Trump…
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DEEP DIVE: Does the Stock Market Have a Valuation Problem?
Strategy I: Valuation & Growth.
As we’ve seen over the past three years, stock investors don’t like recessions,…
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Contrarian Indicators Showing Too Many Bulls
We were very bullish at the start of this year with a Street-high year-end price target of 5400 for the…
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Let The Good Times Roll
Salesforce beat Q3 earnings expectations today, but that's not what drove the company's shares 11% higher.…
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Dr Ed's Video Webcast 12/4/24
Today, Dr. Ed examines Baby Boomer economics. The Boomers are sitting on sizable nest eggs that continue to expand along…
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US Jobs Market: Onwards & Upwards
We've contended all year that the labor market was normalizing from the unsustainable pace of hiring during the…
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Manufacturing Indicators May Be Rebounding in US and China
After languishing for the past couple years, manufacturing gauges in both the US and China improved in November. Could this…
