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Powell Presses The Pause Button
The FOMC left the federal funds rate (FFR) unchanged yesterday at 4.25%-4.50%, as widely expected. At his…
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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Dr Ed's Video Webcast 1/29/25
Anatomy Of The Bull Market (Will DeepSeek Sink It?)
The current bull market has been driven mostly by valuation expansion;…
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Back On The Happy Trail
Today, the US stock market quickly confirmed our view that DeepSeek is a positive for the proliferation of AI, which…
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Stocks Stay Afloat in Deep Waters
DeepSeek took a bite out of semiconductor, other tech, as well as nuclear power stocks today. Many of these AI…
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ECONOMIC WEEK: January 27-31
The week ahead is packed full of important economic data releases, big tech earnings reports, and central bank meetings. Economic…
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MARKET CALL: Will DeepSeek Sink The Unsinkable Mag-7?
The Q4-2024 earnings reporting season is going well so far. It started out two weeks ago with better-than-expected big bank…
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DEEP DIVE: Time To Recalibrate Our Three Scenarios?
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 13, 2025.
We regularly assess the subjective probabilities…
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Take Down These Interest Rates And Oil Prices Too!
President Donald Trump invoked his inner President Ronald Reagan today in a virtual speech at the World Economic Forum in…
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Sentiment Remains Remarkably Bearish, Which Is Bullish
Stock price indexes are back at record highs. Yet the stock market's sentiment indicators have turned stubbornly bearish…
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Dr Ed's Video Webcast 1/22/25
Expectations for more rate cuts this year than previously expected buoyed both bond and stock markets last week. The prior…
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Foreigners Buying Lots Of US Dollars To Buy Lots Of US Stocks & Bonds
The stock market rose today, buoyed by the fact that President Donald Trump didn't raise tariffs on Day…
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ECONOMIC WEEK: January 20–24
The week ahead will be light on economic indicators and heavy on executive orders (EOs). While the markets are closed…
