
Dr Ed's Video Webcast 2/12/25
Anatomy Of Full Employment
When others saw labor market weakening last summer, we saw normalization from the settling down of…
Eyeing the CPI
Federal Reserve Chair Jerome Powell's congressional testimony today confirmed that the Fed remains in a dovish pause mode.…
Economic Growth Seems To Be Picking Up
Bearish stock market narratives have been pervasive since early 2022. They are becoming more so now with each headline coming…
MARKET CALL: Choppy Waters
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs…
DEEP DIVE: The Art Of The Tariff Deal
This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 4, 2025.
Geopolitics I: What Trump Wants from…
A Bond Vigilante In Trump's Court
Trump 2.0 is borrowing a page from the Clinton administration's playbook, specifically the one in which Robert…
Bessent Follows Yellen’s Lead & Gold Price Rises To New High
The bond market relaxed today after Treasury Secretary Scott Bessent's debut Quarterly Refunding Announcement (QRA) proved to be…

Dr Ed's Video Webcast 2/5/25
Anatomy Of Gross National Product
Why is the US economy so strong? Look in the mirror: The consumer is the…
Animal Spirits Boosting Capex Plans
Google-parent Alphabet’s stock sank 7% after the closing bell today following its Q1 earnings report. That was partly because…
Make Manufacturing Great Again!
Markets were abuzz with headlines from Washington today. The S&P 500 opened 1.7% lower on the weekend&…