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Two Too-Hot No-Landing Indicators Hit Markets
The stock and bond markets reacted badly to today's stronger-than-expected personal income data and hotter-than-expected PCED. Is the…
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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S&P 500 Dividends Rise To Record High
Dividends are like plants. Both grow. But dividends can grow forever, while the size of plants is limited. Notwithstanding last…
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Dr Ed's Video Webcast 2/21/23
What’s next for the US economy? Of four potential outlooks, we see the greatest odds (40%) of a soft…
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More Soft Landing Stats
No boom, no bust. That describes yesterday's flash estimates for February's M-PMI and NM-PMI released by…
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Rent Inflation Is Moderating
The CPI's rent of primary residence is showing no signs of peaking, rising to 8.6% y/y…
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The Economic Week Ahead, Feb. 21-24
The holiday-shortened week is a light one for economic indicators. The BIG number will be January's PCED inflation…
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DEEP DIVE: The Fed Is Fighting the Markets
Fed officials have indicated that they’d rather see stock and bond prices fall than continue to rise, as they’…
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Listening To The Markets
On a regular basis, we all need to listen to the markets. They process a tremendous amount of information. They…
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Loose Fed Lips Sink Stocks & Bonds
Stock and bond prices fell today as two none-voting FOMC participants (Bullard & Mester) suggested that higher-for-longer interest rates will…
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Foreigners Buying Lots of US Bonds
Foreigners purchased a record $1.6 trillion in US securities over the 12 months through December (chart). That's…
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Born To Shop & Fly
We aren't that surprised by the 3.0% m/m jump in retail sales reported today. When January&…
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Dr Ed's Video Webcast 2/13/23
Perversely, the financial markets’ vote of confidence in the Fed’s ability to subdue inflation without getting the economy into…
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