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Market Call: Happy Second Birthday To The Young Bull!
The S&P 500's latest bull market turned two-years old on Saturday. It started on October 12,…
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.
209 posts
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Powell Is Too Dovish
The monetary policy hawks may be coming home to roost at the Fed's November 6-7 meeting. September'…
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Break Out The Bubbly: Lots Of New Record Highs
The S&P 500 and Dow Jones Industrial Average closed at records today. Leading the charge were technology stocks.…
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Dr Ed's Video Webcast 10/9/24
It takes a lot to kill an economic expansion, often a credit crisis during periods of Fed tightening that escalates…
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Larry & Ray’s Not-So Excellent Adventure in China is Over
Both Blackrock's Larry Fink and Bridgewater's Ray Dalio have been notable and vocal China bulls for…
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Market Call: Back To Higher For Longer?
Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring?…
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DEEP DIVE: No Hard Feelings
This is an excerpt from our September 30, 2024 Yardeni Research Morning Briefing. It was written before the release of…
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The Economic Week Ahead: October 7-11
This week's inflation indicators should show that it continues to moderate toward the Fed's 2.0%…
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Big Employment Increase Puts Recession Story to Bed
This morning's payroll employment report for September and upward revisions for July and August were much stronger than…
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In 10 Charts: History & Future of DJIA and S&P 500
(1) The Dow Jones Industrial Average is on course to hit 60,000 by the end of the decade.
(2)…
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US Economy Passing Tests With Flying Colors
While everyone in our business breathlessly awaits tomorrow's payroll employment report, the economy passed the brunt of this…
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Dr Ed's Video Webcast 10/2/24
The permabears have fueled much negativity about the outlooks for the US economy and stock market. Their analyses often don’…
