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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…
Unlock Your Financial Potential
Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market. Posted by Dr Ed Yardeni and his research team.
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The Economic Week Ahead: November 11-15
The week ahead will provide updates on inflation, consumer spending, and manufacturing. We expect inflation might have stalled in October,…
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Powell's Mixed Message Remains Dovish
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today as widely expected. We expected…
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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…
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Market Call: Trend Spotting
Some of our best friends are technicians. Ed was at Prudential Equity Group at the same time as Ralph Acampora,…
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The Economic Week Ahead: November 4 - 8
The blockbuster event in the week ahead is Tuesday's presidential election. We're rooting for gridlock, or…
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DEEP DIVE: Ten Useless Macroeconomic Theories
It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years.…
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Super Macro. Not So Super Micro.
Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
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Going Nowhere Fast?
The S&P 500 equal-weighted index has been going nowhere fast since the Fed cut the federal funds rate…
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