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DEEP DIVE: S&P 500 Earnings In The Roaring 2020s
Strategy I: Roaring Ahead
In Sunday’s QuickTakes, Eric, Joe, and I raised our outlook for S&P 500…
Deep Dive
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DEEP DIVE: Ten Useless Macroeconomic Theories
It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years.…
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DEEP DIVE: The Case for a Higher R-Star
Fed officials indicated that the September 18 rate cut was likely to be followed by more cuts. They deemed that…
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DEEP DIVE: Why Aren't Consumers Happier?
The Misery Index is the sum of the unemployment rate and the inflation rate (measured as the yearly percent change…
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DEEP DIVE: The Widely Feared Phantom Recession Is Over
This is an excerpt from our October 7, 2024 Yardeni Research Morning Briefing. It was written after the release of…
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DEEP DIVE: No Hard Feelings
This is an excerpt from our September 30, 2024 Yardeni Research Morning Briefing. It was written before the release of…
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DEEP DIVE: China Goes For Broke
On Tuesday, China announced a raft of policies aimed at boosting the economy and encouraging consumption. The People’s Bank…
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DEEP DIVE: What Will The Fed Do?
The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all…
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DEEP DIVE: Disruptive Technologies Series: Optimus vs Figure 2.0
Millions of humanoid robots, those that look and move like humans, could become regular fixtures in factories and homes, bringing…
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DEEP DIVE: Artificial Intelligence: The Good, the Bad & the Ugly
Artificial Intelligence: Good vs Evil. There’s a lot of controversy over AI. The passion of those for and against…
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DEEP DIVE: Record High Earnings Giving Stock Market A Lift
There’s no sign of an imminent recession in the latest earnings reporting season. Joe notes that more than 90%…
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DEEP DIVE: The Fed Faces Some Challenges
The financial markets and most economists seem to agree that the Fed’s next move will be to cut the…
