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The Economic Week Ahead: August 19-23
The week ahead is light on economic data. However, there will be lots of news coming out of Jackson Hole,…
Libere su potencial financiero
Obtenga una ventaja competitiva con análisis claros y comentarios de expertos sobre los indicadores económicos que impulsan el mercado. Publicado por el Dr. Ed Yardeni y su equipo de investigación.
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DEEP DIVE: Record High Earnings Giving Stock Market A Lift
There’s no sign of an imminent recession in the latest earnings reporting season. Joe notes that more than 90%…
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Consumers Are Still Shopping, Not Dropping
This morning's data tsunami showed that the labor market remains in good shape and is fueling consumer spending.…
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China Dragon's Breath Is Less Fiery
China's economy is faltering. July data suggest the government will have to provide more stimulus to meet its…
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2% Inflation: Are We There Yet?
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been…
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Dr Ed's Video Webcast 8/14/24
Corporate earnings have never been higher, suggesting that employment should continue to grow as profitable companies expand their payrolls. Today,…
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Immaculate Disinflation!
This morning's July PPI was cooler than expected, rising just 0.1% m/m and 2.2% y/…
público
Is Oil Price Anticipating an Imminent War Between Iran & Israel?
The war in the Middle East may be about to widen. Consider the following:
(1) The Israeli intelligence community reportedly…
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S&P 500 EPS At Record High During Q2
Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
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Market Call: More Churning?
We've been expecting the stock market to churn for a while. We didn't expect it would…
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The Economic Week Ahead: August 12-16
The week ahead is packed with economic reports. In addition, more Fed talking heads are likely to opine on last…
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DEEP DIVE: Stock Market Selloff: Blame the Sahm Rule, Carry Trades & Too Many Bulls
Blaming the Sahm Rule, Carry Trades & Too Many Bulls. The stock markets’ adverse reaction to Friday’s jobs report…
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