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The Economic Week Ahead: November 4 - 8
The blockbuster event in the week ahead is Tuesday's presidential election. We're rooting for gridlock, or…
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.
208 posts
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DEEP DIVE: Ten Useless Macroeconomic Theories
It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years.…
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Super Macro. Not So Super Micro.
Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
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Going Nowhere Fast?
The S&P 500 equal-weighted index has been going nowhere fast since the Fed cut the federal funds rate…
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Dr Ed's Video Webcast 10/30/24
Goldman Sachs’ bold projection that the next 10 years may be a “lost decade” for stocks, with mere 3% annual…
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Help Still Wanted
We don't expect to be disappointed by October's payroll employment report on Friday. Both September'…
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Modern Monetary Magic At Work
Republican Everett Dirksen was the Senate Minority Leader during the 1960s. Cautioning that federal spending had a way of getting…
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Market Call: Sweep Stakes
We still think that gridlock would be the most bullish outcome of the November 5 presidential and congressional elections, making…
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The Economic Week Ahead: October 28 - Nov 1
The week ahead is jampacked with key indicators for the labor market, economic growth, and inflation, as well as more…
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DEEP DIVE: The Case for a Higher R-Star
Fed officials indicated that the September 18 rate cut was likely to be followed by more cuts. They deemed that…
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Risk & Reward In Emerging Markets
The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia,…
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Bond Vigilantes Started Voting Early
The US presidential and congressional elections aren't until November 5, but the Bond Vigilantes are voting early. The…
