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China Is The Source Of The Deflation Trade
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
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.
210 posts
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No News Is Good News
Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m (see link below). Ace journalist Lisa Abramowitcz…
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The Economic Week Ahead: September 9-13
This week's economic indicators will be primarily focused on inflation. Barring any unexpected surprises on the inflation front,…
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Market Technicals: Is Sentiment Bearish Enough To Signal A Market Bottom?
We asked Joe Feshbach for an update of his take on the stock market from a trading perspective: "Even…
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Market Call: Carry-Trade Unwind Part II
Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates…
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The Great Normalization
Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a…
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September Has Been A Busy Month So Far
During the first two trading days of September, stock prices, oil prices, and bond yields fell sharply; the Department of…
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Dr Ed's Video Webcast 9/4/24
Today, Dr. Ed puts the notion of a recession still to come into perspective. Since 1945, the US economy has…
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Looking For Black Swans In September
September has just started, and it is already living up to its reputation of being the toughest month of the…
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The Economic Week Ahead: September 2-6
The shortened week ahead is an important one for labor market indicators. We expect them to show that August'…
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Market Call: September Is Here. What Could Possibly Go Wrong?
September has a history of being the worst month of the year for the stock market (chart). It's…
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US Economy Still Flying High
Today was a Roaring 2020s kind of day. The DJIA jumped to yet another record high. Stock prices rose even…
