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Talking Heads Talk Stocks Down
We were surprised that stock prices didn't drop yesterday along with bond prices. So we aren't surprised to see stock…
Dr Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
675 posts
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Strikes and Shutdowns and Bond Yields, Oh My!
The stock market held up surprisingly well today under the circumstances: The UAW strike is shutting down more auto production.…
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Market Call: Powell Says Be Careful
In his presser last Wednesday, Fed Chair Jerome Powell mentioned "careful" and "carefully" 16 times mostly to describe how the…
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The Economic Week Ahead: September 25-29
This is a relatively slow week for economic data. That means that the markets will be mostly entertained by the…
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Bond Yield Climbs to 4.50% As Yield Curve Is Disinverting.
The Fed's hawkish pause, announced on Wednesday afternoon, has lifted the 10-year US Treasury yield to 4.50% this evening.…
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Good News Is Bad News, For Now
The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread fear was…
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FOMC's Message: High For Longer
The FOMC’s latest Summary of Economic Projections (SEP) released today shows that the median forecast of the federal funds…
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Canada's Inflation Spooks Bonds Around the World
Canada's CPI inflation rate in August jumped to 4.0% from 3.3% in July on higher gasoline prices. Shelter…
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DEEP DIVE: Inflation: The 1970s Again?
US Economy I: Raising Odds of a Recession a Tad
On July 31, Debbie and I lowered our odds of…
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Market Call: September Isn't Over Just Yet
September is usually a nice month weather-wise. After the dog days of summer, the temperature starts to cool with occasional…
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The Economic Week Ahead: September 18-22
The Dot Plot thickens! Other than another FOMC meeting, it's a slow week ahead for economic indicators. The committee's statement…
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Action Packed Week
It certainly has been an action-packed week so far, and there is still Friday to go. Today, the ECB raised…
