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DEEP DIVE: Inflation: The Good, The Bad & The Ugly
Inflation I: The Good
Obviously, the outlook for inflation matters greatly to determining Fed policymaking and the course of the…
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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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Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
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Dr Ed's Video Webcast 4/17/24
As the war in the Middle East escalates, it could send the oil price flying toward $100 per barrel and…
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Hawks Fly Higher For Longer Than Doves
It's official: Fed Chair Jerome Powell confirmed today that he and his colleagues aren't convinced that…
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Market Call: The Winds Of War
The S&P 500 is down 2.5% from its record high of 5254.35 on March 29 (chart)…
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The Economic Week Ahead: April 15 - 19
Following Iran's attack on Israel Saturday, geopolitics should dominate this week's market action. The Q1 earnings…
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The Spreading War In The Middle East
Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle…
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PPI Not As Hot As CPI
Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the…
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The Last Mile
Will the Fed start raising the federal funds rate again? We expect to be hearing this question more often following…
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Dr Ed's Video Webcast 4/11/24
There was no recession last year, but the widespread expectation of one depressed certain economic activities, like hiring. With that…
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