QuickTakes analyze the key variables driving our economy. After 40 years on Wall Street, Ed Yardeni knows what makes our financial markets move. Become a paid member now to receive daily insights, focused news, clear charts, video webcasts, and much more from Dr Ed and his team.
Last week’s economic calendar was chock full of recessionary indicators. The Atlanta Fed’s GDPNow is tracking Q2’s real GDP at -2.0% currently, following Q1’s actual…
Inflation has soared around the world over the past year. At first, last spring, it was attributed to “transitory” supply-chain problems that have turned out not to be transitory but…
June’s national M-PMI was reported this morning, and it wasn’t as weak as suggested by the regional business surveys conducted by 5 of the 12 district Federal Reserve…
The economy continues to teeter on the edge of a recession. The Atlanta Fed's GDPNow tracking model shows Q2's real GDP growth at -1.0% (saar). It was revised down…
On June 23, Bloomberg reported: “Ray Dalio’s Bridgewater Associates has built a $10.5 billion bet against European companies, almost doubling its wager in the past week to its…
China's experience with Covid Zero raises the age-old question of whether the cure is worse than the disease. For global investors, the question is if and when China relaxes its…
Investors Intelligence Bull/Bear Ratio (BBR) remained under 1.0 during the June 28 week at 0.82 for the ninth consecutive week. It has been bouncing around 1.00…
June's surveys of five of the 12 district Federal Reserve Banks strongly suggest that supply-chain disruptions have eased significantly in recent months. However, that has yet to relieve inflationary pressures…
It's hard to come up with anything positive to say about June's batch of regional business surveys conducted by five of the 12 district Federal Reserve Banks. That's because they…
The economy is teetering. After the release of durable goods orders this morning, the Atlanta Fed’s GDPNow tracking model showed Q2 real GDP rising by a paltry 0.3%…
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
The US economy tends to grow over time with occasional downturns. These QuickTakes examine the latest economic indicators to assess whether the economy is likely to remain on its upward course, or might stumble into a recession.
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.