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DEEP DIVE: Slicing & Dicing Inflation
Most economists, including Debbie and me, believe that if the data don’t support our forecasts, then there must be…
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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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Powell Remains Hawkish
Fed Chair Jerome Powell should be very concerned about the rapid disinversion of the yield curve since early July as…
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Dr Ed's Video Webcast 10/19/23
To answer whether the latest bout of inflation in general will prove persistent or transitory, we must look deeper than…
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Mortgage Rate Rockets Up To 8%
The 30-year fixed mortgage rate rocketed up to 8.00% today. It is up from 7.57% on October 12…
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Good News Is Bad News
Today's September reports for retail sales and industrial production were better than expected. The Atlanta Fed's…
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The Forces Of Light Versus The Forces of Darkness
Yin and yang. The forces of darkness appeared in the bond market while light shined in the stock market today.…
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The Week Ahead: October 16-20
The big banks kicked off the Q3 earnings season this past Friday. Their results beat expectations. That's consistent…
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Market Call: Stop The World —We Want To Get Off!
On December 23, 1776, Thomas Paine famously opined: "These are the times that try men's souls."…
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DEEP DIVE: What's Behind the Recent Bond Rout?
Why did the 10-year Treasury bond yield soar from 3.97% on July 31 to 4.81% on October 3…
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Is Inflation Persistent, Sticky, or Transitory?
In our opinion, price inflation is turning out to be transitory after all. Wage inflation is more persistent, but moderating.…
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Dr Ed's Video Webcast 10/12/23
Today, we challenge another aspect of the hard landers’ narrative: the notion that consumers will retrench, leading the broad economy…
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