Consumer

58 posts
What Is Powell Thinking? pagado
China 3 min read

What Is Powell Thinking?

This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
Ed Yardeni
Ed Yardeni -
Inflation Cooling pagado
Inflación - 2 min read

Inflation Cooling

Stocks rallied today as October's PCED inflation rate continued to moderate. Most importantly, the inflation rate of PCED…
Ed Yardeni
Ed Yardeni -
Good News Is Bad News pagado
GDP 2 min read

Good News Is Bad News

Today's September reports for retail sales and industrial production were better than expected. The Atlanta Fed's…
Ed Yardeni
Ed Yardeni -
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