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China's Post-Lockdown Recovery & Stimulus Disappoint
The Chinese government started to lift its pandemic lockdown restrictions in early December last year. The economic rebound has been…
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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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Rally Could Broaden Led By Financials
The stock market rally narrowed significantly when the banking crisis clobbered the S&P 500's Financials sector in March (chart)…
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Onshoring Is Happening Now. Don't Underestimate MAMA!
Don't underestimate "MAMA," which stands for “Making America Manufacture Again.” Manufacturers, large and small, domestic and foreign, are tapping into…
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Oil's Slippery Slope
The Saudis are kicking the barrel down the road. Saudi Energy Minister Prince Abdulaziz bin Salman announced an extra 1…
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Dr. Ed Answers Your Questions
💡The following is a roundup of selected questions posted by members in the comment section of our QuickTakes.
Oaul S:…
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Market Call: MegaCap-8's Latest MAMU
We coined the acronym “MAMU” in our May 16, 2013 Morning Briefing. We wrote: “After the widely dreaded ‘fiscal cliff’…
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The Economic Week Ahead, June 5-9
It's a very light week for economic indicators. In addition, the Federal Open Mouth Committee will be silent until their…
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Retiring Boomers Have More Time & Money to Spend on Services
Since early last year, many economists have been forecasting that consumers will retrench, causing a recession. They may be missing…
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S&P 500: Smooth Sailing to Another 2023 High
Hooray! The US government won't default on its debts. There are plenty of jobs. Unit-labor-cost inflation is moderating. The banking…
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Sitting Bull
The bull market seems to be taking a rest. The S&P 500 has stalled just below 4200 since the…
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Two Known Knowns About the Economy
Investors are confused: Is the economy strong or is it weak? The answer is "Yes." The labor market is strong,…
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Dr Ed's Video Webcast 5/31/23
Why is economic growth seemingly defying gravity, or at least the gravitational pull of the Fed’s tightening measures over…
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