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Trump 2.0 refuerza nuestra estrategia de invertir en casa
Hace tiempo que somos alcistas con el dólar. Desde la reunión de la Fed del 18 de septiembre,...
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.
208 posts
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¿Aterrizaje difícil para la inflación?
El informe del IPC de hoy sugiere que la inflación podría estar atascándose al norte del 2,0%...
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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…
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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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La semana económica: Del 11 al 15 de noviembre
La semana que comienza nos ofrecerá datos actualizados sobre la inflación, el gasto de los consumidores y el sector manufacturero. Esperamos que la inflación se haya estancado en octubre,...
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El mensaje de Powell sigue siendo moderado
El Comité Federal de Mercado Abierto (FOMC) ha recortado hoy el tipo de interés de los fondos federales (FFR) en 25 puntos básicos, tal y como se esperaba. Esperábamos...
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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…
