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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.
What Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
Dr Ed's Video Webcast 1/17/24
The runaway inflation of the 1970s was whipped only after Paul Volcker took over as Fed chief, doing the deed…
Loose Houthis Can Sink Ships
Chevron CEO Michael Wirth warned yesterday in a CNBC interview that the Red Sea crisis could disrupt oil supplies and…
Market Call: S&P 500/400/600 Are Flying With The Blue Angels
Our Blue Angels framework allows us to visualize the stock market equation P = P/E * E in one chart, where…
The Economic Week Ahead: January 16-19
Last week had plenty of indicators that allowed us to assess the latest readings on US inflation: It is continuing…
DEEP DIVE: The True Story About Long & Variable Lags In Monetary Policy
How long is the lag between monetary policy tightening and recessions? In the past, the answer to that question depended…
There's Always Something To Worry About
The stock and bond markets are marking time. They might continue to do so during the first half of this…
This Week: January 8 - 12
The second week of the month tends to be light on economic releases compared to the other weeks of the…
Dr Ed's Video Webcast 1/10/24
The point between Fed tightening and easing is a good time to reconsider the widely accepted long-and-variable-lags theory of monetary…
Fourth Quarter's Earnings Reporting Season Begins
The new year is about to begin with an earnings reporting season for the last quarter of the old year.…
NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
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