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Geopolitical Hot Spots
With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
Ed Yardeni
El Dr. Ed Yardeni es Presidente de Yardeni Research, Inc. proveedor de estrategias globales de inversión y análisis y recomendaciones de asignación de activos.
1153 posts
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DEEP DIVE: The Widely Feared Phantom Recession Is Over
This is an excerpt from our October 7, 2024 Yardeni Research Morning Briefing. It was written after the release of…
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The Economic Week Ahead: October 14-18
The economic week ahead will likely confirm that consumer spending continues to shine, while manufacturing production remains lackluster. Meanwhile, as…
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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,…
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Powell es demasiado pesimista
Los halcones de la política monetaria podrían volver a casa en la reunión de la Fed del 6 y 7 de noviembre. En septiembre...
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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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The Oscar For The Best Leading Economic Indicator
There have been numerous misleading economic indicators signaling a recession since the Fed started tightening monetary policy in early 2022.…
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La llamada del mercado: ¿Volver a subir durante más tiempo?
¿Recuerdan el mantra "más alto durante más tiempo" sobre las perspectivas del tipo de los fondos federales (FFR) durante la primavera?...
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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%…
