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Ahead of the Earnings Pack
We've been bullish on the stock market since October 2022. We remain bullish, targeting 7000 on the S&…
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.
265 posts
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Whatever It Takes? China Is Stimulating, Again.
There may soon be fewer jobs for economists in both the US and China.
On Monday, December 23, Elon Musk…
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Merry Christmas and Happy Hannukah, Kwanzaa & New Year!
We wish you all the best during the holidays and a prosperous year ahead.
David, Debbie, Ed, Eric, Geoff, Jackie,…
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Dr Ed's Video Webcast 12/25/24
Ed and Eric look forward to the new year.
❇️Exclusive Early Access for Paid Members: Below, you'll find…
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MARKET CALL: Get A Neck Brace
Wednesday was a bad day for stocks after the release of the FOMC's Summary of Economic Projections (SEP)…
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DEEP DIVE: Inflation: The Good, The Bad & The Ugly
💡This is an excerpt from the Yardeni Research December 16, 2024 Morning Briefing.
Inflation I: The Good
In our Roaring…
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Is It Too Late To Panic?
Since the December 5 QuickTakes titled "Contrarian Indicators Showing Too Many Bulls," we've been warning that…
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Fed's Hawkish Rate Cut Triggers Pausing Tantrum
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today, as widely expected. That takes…
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Dr Ed's Video Webcast 12/18/24
Lots of crosscurrents are converging to determine the course of inflation in 2025. So projecting that course takes seeing where…
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Still Betting on US Consumers
Consumer spending rose again in November, with real retail sales rising more than 3.0% y/y (chart). Rising real…
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CALENDAR: The Economic Week Ahead (Dec. 16-20)
The main focus of the economic week ahead is the FOMC's interest-rate decision on Wednesday. The most likely…
