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DEEP DIVE: The Causes of Recessions & Bear Markets, a Recap
There are three ways that recessions typically are triggered: 1) a monetary-tightening-induced financial crisis turns into a credit crunch; 2)…
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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 Recession Claim
One of our competitors claims that we are in a recession. Another claims that we will soon be in a…
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Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
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Dr Ed's Video Webcast 5/8/24
Investors in both stock and bond markets are suddenly blooming with optimism. Both markets rallied on Friday’s (mostly) positive…
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DEEP DIVE: AI Chips & The Others
A handful of semiconductors companies reported earnings and made it clear that the rabid demand for chips used to run…
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Monster Trucks With Monster Bills
Since just before the pandemic during January 2020 through March of this year, the CPI indexes for new autos, auto…
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US Purchasing Managers Report Weakening Economy
Among last week’s batch of weaker-than-expected economic indicators were April’s M-PMI and NM-PMI compiled by the Institute for…
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Market Call: Nothing To Fear But Nothing To Fear, Again.
Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The…
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The Economic Week Ahead: May 6 - 10
It's slim pickings this week on the US economic front. The news is mostly about credit conditions. Then…
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Meet Eric
I am very pleased to announce that Eric Wallerstein is joining the Yardeni Research team as our Chief Markets Strategist.…
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Stocks & Bonds Rally Despite Weak Productivity Report
Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index (ECI). It was up…
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Powell Says No Stag, No Flation.
Fed Chair Jerome Powell wasn't dovish at his presser today. But he wasn't hawkish either. He…
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