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Dr Ed's Video Webcast 11/13/24
Something’s amiss with Fed Chair Powell’s explanation for lowering the federal fund rate a second time in two…
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.
266 posts
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From Election Uncertainty To Policy Uncertainty
The NFIB survey of small business owners was released today showing a record high in their uncertainty index during October…
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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
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Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market…
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The Economic Week Ahead: November 11-15
The week ahead will provide updates on inflation, consumer spending, and manufacturing. We expect inflation might have stalled in October,…
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Powell's Mixed Message Remains Dovish
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today as widely expected. We expected…
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Trump 2.0 and the Financial Markets
Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with…
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Dr Ed's Video Webcast 11/6/24
The bond market seems to be ignoring developments that usually halt rising yields in their track. Investors seem focused instead…
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25bps Cut? We Strongly Dissent!
We may or may not know tonight who will be the next president, but we should know which party will…
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Contrarian Curses & Tricky Cross Currents Since September 18
Investors often rejoice when a stock they own is selected to join a major market index. Index funds collectively have…
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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…
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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.…
