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DEEP DIVE: Inflation: The Good, The Bad & The Ugly
đź’ˇThis is an excerpt from the Yardeni Research December 16, 2024 Morning Briefing.
Inflation I: The Good
In our Roaring…
Deep Dive
97 posts
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DEEP DIVE: Roaring 2020s Tour Deep In The Heart of Texas
This is an excerpt from the Yardeni Research December 9, 2024 Morning Briefing.
Taylor Swift’s “The Eras Tour” ended…
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DEEP DIVE: Does the Stock Market Have a Valuation Problem?
Strategy I: Valuation & Growth.
As we’ve seen over the past three years, stock investors don’t like recessions,…
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DEEP DIVE: Is Trump 2.0 Bullish Or Bearish?
Trump 2.0 I: Lots of Moving Parts
So far, it has been the Roaring 2020s for the US economy…
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DEEP DIVE: The Kennedy Cure For What Ails Healthcare
President-elect Donald Trump nominated Robert Kennedy Jr., known for challenging the safety of vaccines, to head Health and Human Services…
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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…
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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…
