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Home For the Holidays
This is the time of the year when we all count our blessings. The Yardeni Research team thanks you for…
US Economy
56 posts
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Stock Market Rally Broadening As Economy Chugs Along
Fed officials may be cutting rates because they are worrying about the ominous "long and variable lags" of…
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Trump 2.0 Supercharges Our Stay Home Investment Strategy
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the…
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The Front Cover Curse
We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is…
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Lost Decade Ahead For Stocks With Only 3% Annual Returns?
We've been asked to comment on yesterday's grim forecast by economists at Goldman Sachs that the…
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US Economy Passing Tests With Flying Colors
While everyone in our business breathlessly awaits tomorrow's payroll employment report, the economy passed the brunt of this…
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The US Economy Is Roaring!
Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real GDP,…
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Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup?
Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed'…
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Lackluster Fed Regional Business Surveys
We now have the regional business surveys conducted by five of the Federal Reserve district banks. The average of their…
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Leading Indicator Still Misleading
January's Index of Leading Economic Indicators (LEI) was down again by 0.4% (chart). It has been falling…
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Bad Apple?
The MegaCap-8 stocks led the S&P 500 down during the first two days of trading in 2024 (chart)…
