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Sweet & Sour
Today's release of November's Consumer Confidence Index showed that the labor market remains relatively tight. The…
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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Most Widely Anticipated Recession Ever
Our contrarian instincts give us more confidence in our “growth recession,” or “mid-cycle slowdown,” scenario. A recession next year would…
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Dr Ed's Video Webcast 11/28/22
The consensus is now bracing for a 2023 recession that tempers inflation and ends the Fed’s reign of tightening…
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The Economic Week Ahead, Nov. 28-Dec. 2
We hope you had a chance to relax with your family and friends and to recharge your batteries during the…
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Yield Curve Spread Signaling Rate Peak
The yield curve spread between the 2-year US Treasury note and the 10-year US Treasury bond is a leading indictor…
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China's Zero-Covid Policy Is A Disaster
Investors are hoping that the Chinese government will soon ease its zero-Covid policies. The facts on the ground suggest that…
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Happy Thanksgiving
We at the Yardeni Research family wish you and your families a Happy Thanksgiving. We are thankful for your interest…
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Housing: Multi-Family Boom vs Single-Family Bust
Single-family housing activity is falling into a recession. Single-family housing starts fell 29.5% ytd through October. Housing downturns have…
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DEEP DIVE: US Is A Net Exporter Of Fossil Fuels
Climate activists believed that if governments were to impose regulations that limit fossil fuel production, fossil fuel prices would rise,…
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Feshbach's Market Call
Here is Joe Feshbach’s latest call on the market:
“On Wednesday of last week, we had one of those…
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Risk Off In Last Week's Performance Derby
The S&P 500 went nowhere fast last week, dropping 0.7% to 3965, putting it in between its…
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