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Dr Ed's Video Webcast 8/2/23
We’re raising the subjective odds we assign to the no-landing economic scenario through year-end 2024 (by 10% to 85%…
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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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Time To Get Some Worry Beads?
Today's batch of economic indicators was relatively upbeat. June's JOLTS report showed that jobs remained plentiful.…
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July was Red Hot
July was hotter than usual. We aren't referring to the weather but rather to the 3.1% increase…
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The Economic Week Ahead: July 31-August 4
The M-PMI is released on the first business day of each month. The NM-PMI is released two days later. We…
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Dow Theory On Bullish Track
The S&P 500 closed at the bull market's high of 4582.22 on Friday. Chart technicians…
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The Bull Deserves A Rest
The bull market's winning streak ended today. The Dow closed higher for 13 straight sessions through Wednesday, its…
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The Urge To Merge
When the banking crisis occurred during March, we concluded that the Fed's emergency liquidity response would contain the…
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Dr Ed's Video Webcast 7/26/23
The urban office real estate niche of the commercial real estate market is increasingly distressed owing to the work-from-home trend…
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Global Economy Is In A Soft Landing
The flash S&P global PMIs for July suggest that the global economy continues to avoid a hard landing,…
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July's Consumer Confidence Up As Jobs Remain Plentiful
Among the earliest monthly indicators of the US jobs market is the consumer confidence survey conducted by the Conference Board.…
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Rolling Recession Rolling Over Commercial Real Estate (CRE)
The rolling recession is rolling over the commercial real estate market (CRE), especially the market for urban office buildings. In…
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DEEP DIVE: Quantum Leaps
Artificial Intelligence is just one of several technological innovations that are likely to drive the economy during the Roaring 2020s.…
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