Unemployment - Yardeni QuickTakes (Page 2)

Powell confirma el giro de la Fed hacia la bajada de tipos. No se opone a las expectativas del mercado.

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Fed - 3 min leer

Powell confirma el giro de la Fed hacia la bajada de tipos. No se opone a las expectativas del mercado.

El presidente de la Reserva Federal, Jerome Powell, se mostró pesimista en su discurso de hoy en Jackson Hole. No hizo coberturas. No...

Ed Yardeni & Eric Wallerstein - 23 de agosto de 2024

público

Unemployment • 3 min read

US Economy Still On Bullish Track

Stock traders took some profits today. They were probably nervous that Fed Chair Jerome Powell will be less dovish tomorrow…

Ed Yardeni & Eric Wallerstein - 22 Aug 2024

Don't Sweat Tomorrow's Payroll Revisions

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Unemployment • 3 min read

Don't Sweat Tomorrow's Payroll Revisions

Tomorrow, the Bureau of Labor Statistics (BLS) will release its Quarterly Census of Employment and Wages (QECW) for the 12…

Ed Yardeni & Eric Wallerstein - 20 Aug 2024

Consumers Are Still Shopping, Not Dropping

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Unemployment • 3 min read

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.…

Ed Yardeni & Eric Wallerstein - 15 Aug 2024

Tough Treasury Auctions Belie Renewed Recession Chatter

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Bonds • 3 min read

Tough Treasury Auctions Belie Renewed Recession Chatter

US stock prices and bond yields rose today following the release of the latest weekly jobless claims report confirming our…

Ed Yardeni & Eric Wallerstein - 08 Aug 2024

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Semana siguiente - 3 min read

The Economic Week Ahead: August 5-9

The week ahead is relatively light in terms of economic reports. It's also light on talking Fed heads.…

Ed Yardeni & Eric Wallerstein - 04 Aug 2024

público

Empleo - 2 min read

Beryling hacia la bajada de tipos

Se avecinan algunos nubarrones macroeconómicos. Los mercados huyen en busca de refugio en los bonos del Tesoro, dejando atrás casi todo lo demás, incluidos sus...

Ed Yardeni & Eric Wallerstein - 02 ago 2024

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Unemployment • 2 min read

Risk On, Risk Off

Today was a good day for the diehard hard-landers and the "stag-disinflationists." They're probably high fiving…

Ed Yardeni & Eric Wallerstein - 01 Aug 2024

Stock Market Rotates To Interest-Rate Sensitive Sectors

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Unemployment • 3 min read

Stock Market Rotates To Interest-Rate Sensitive Sectors

The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…

Ed Yardeni & Eric Wallerstein - 18 Jul 2024

Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps

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CPI • 2 min read

Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps

This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…

Ed Yardeni & Eric Wallerstein - 11 Jul 2024

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Semana siguiente - 3 min read

The Economic Week Ahead: July 8-12

Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations…

Ed Yardeni & Eric Wallerstein - 07 Jul 2024

Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup?

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Unemployment • 3 min read

Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup?

Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed'…

Ed Yardeni & Eric Wallerstein - 03 Jul 2024