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Layoffs Rising According To Challenger Report. Is That Alarming?
We raised the odds of a recession on March 4 from 20% to 35%. Today's Challenger Report showed…
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.
339 posts
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IN 10 CHARTS: Moving Markets
(1) Will S&P 500 indexes find support at their 200-day moving averages? We think so. Sentiment is quite…
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Are Tariffs Inflationary Or Deflationary? Are They Really ‘A Beautiful Thing?’
Until recently, the message from the bond market has been that tariffs are deflationary because they depress global economic activity.…
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Dr Ed's Video Webcast 3/5/25
Testing The Resilience Of The US Economy
We continue to bet on the resilience of the American economy. Yes, the…
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Are Odds Of A Bear Market Rising? Will Earnings Save The Day?
We've been betting on the resilience of the US economy and earnings to keep the bull market going.…
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Getting Dizzy? Buy Gold.
Stock prices are falling because Trump Turmoil 2.0 is making investors dizzy. Just today, President Donald Trump confirmed that…
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DEEP DIVE: Negative GDP Math Doesn't Add Up
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 3, 2025.
The latest economic indicators aren’t…
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ECONOMIC WEEK: March 3–7
February's batch of economic indicators for January was mostly downbeat, the sort of numbers suggestive of a severe…
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MARKET CALL: Riding A Bucking Bull
In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old…
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Another Growth Scare
The stock market is in the midst of another growth scare, in our opinion. The latest batch of economic indicators…
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The Digital Revolution Marches On As Nvidia Beats
Artificial intelligence, and all the capital spending that comes along with it, is here to stay. Nvidia reported today that…
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Dr Ed's Video Webcast 2/26/25
A Tale Of Woes
While Ed and Eric have been accentuating the positives in the stock market outlook and also…
