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Can We Bank on Yellen & Powell?
Stock prices fell after Fed Chair Jerome Powell's press conference today, which was actually relatively dovish. He said that inflation…
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Daily insights, focused news, clear charts, weekly video webcasts, and much more. Posted by Dr Ed Yardeni and his research team.
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Dr Ed's Video Webcast 3/20/23
The spread between the 10-year Treasury bond yield and the federal funds rate inverted in November; such inversions are predictive…
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Fed Hawks Down!
The FOMC raised the federal funds rate by 25bps to 4.75%-5.00%. The committee's statement reassuringly noted: "The…
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The Fed Has Done Enough
The banking crisis might be equivalent to a 100bps hike in the federal funds rate. We are just guessing, but…
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The Fed Should Give It A Rest
In his previous press conference on February 1, 2023, Fed Chair Jerome Powell mentioned the word “restrictive” 10 times. It…
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MegaCap-8 Stocks Are Outperforming Again
The MegaCap-8 stocks seem to do well during pandemics. They did so in 2020 during the Covid lockdowns. They may…
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The Economic Week Ahead: March 20-24
The FOMC always seems to take center stage in the financial markets these days, and will certainly do so on…
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Market Call
The S&P 500 closed at 3916.64 on Friday, just above where it closed at the end of last…
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More Shoes To Drop?
Needless to say, the recent turmoil in the banking sector is raising renewed fears of a recession and a resumption…
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Banking on Inflation Going Downhill
All of a sudden, we are hearing more chatter about deflation. Yes, that's right: deflation. The story line is that…
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Dr Ed's Video Webcast 3/13/23
Tightening monetary cycles often end abruptly when “something breaks” and a financial crisis is triggered. If the Silicon Valley Bank…
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DEEP DIVE: A Baby-Boom Theory of the Tight Labor Market
The persistently strong demand for labor has surprised everyone from soft landers to hard landers. Fed officials are flummoxed. They’…
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