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Fed Backstops the Banks
The Fed has the banks' backsides covered. The Fed can't insure deposits, but it can guarantee that…
Unlock Your Financial Potential
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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April Is Coming
April is the second best month of the year for the stock market. From 1928 through 2022, the S&…
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Yardeni Press
US stocks could end this year 14% higher because banking turmoil will trigger a Fed pause, veteran investor Ed Yardeni…
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Chips Are Hot Despite Recession Fears
Semiconductor investors didn't get the recession memo. They have anticipated the industry’s improvement for many months. The…
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Dr Ed's Video Webcast 3/27/23
The recent banking crisis has heightened fears of a recession. But still the S&P 500 is up ytd—…
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Bad Breadth Again
The ratio of the equal-weighted to market-cap-weighted S&P 500 stock price indexes is an interesting measure of market…
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A Dish of Mixed Nuts
Today's economic indicators show that the labor market remains tight, while manufacturing activity remains weak. That mix supports…
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A Wave of Bank Mergers Ahead
The FDIC started to do its job immediately after it seized Silicon Valley Bank (SVB). The regulator transferred all SVB…
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Market Call
Bond investors are having fun again. The 10-year US Treasury bond yield peaked last year at 4.25% on October…
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The Economic Week Ahead: March 27-31
More important than any economic indicators this week will be whether there is more bad news indicating that the banking…
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DEEP DIVE: Artificial Intelligence - Everything Everywhere All At Once
The announcements have come fast and furiously. Anyone who has anything to do with AI is broadcasting it to the…
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What's On The Fed's Books?
The Fed provides a weekly snapshot of its balance sheet in its statistical release H.4.1. It comes out…
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