public Week Ahead • 3 min read ECONOMIC WEEK AHEAD: April 21-25 This week's data are likely to confirm that consumer sentiment (Fri) remained sour this month. The housing market…
paid Market Call • 4 min read MARKET CALL: Contrarian Indicators Showing Too Many Bears We don't recall this ever happening before. During the past three weeks, The Economist has featured three very…
paid Deep Dive • 9 min read DEEP DIVE: Bonds Away!? This is an excerpt from Yardeni Research Morning Briefing dated Monday, April 14, 2025. Bonds I: Kerfuffle. Bloomberg reported that…
public Gold • 2 min read Gold Is Glittering We've been bullish on gold since it broke out above $2,000 per ounce at the end of…
paid Gold • 3 min read Trump Making Powell The Fall Guy Again As we've said before, any day without Trump Tariff Turmoil (TTT) is a good day for financial markets.…
paid Tariffs • 3 min read Is The US In A Recession? The S&P 500 is down sharply this afternoon. Losses started in the morning due to more Trump Tariff…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 4/16/25 Bonds Away!? Long-term Treasury bond yields surged last week despite news that March inflation was subdued and consumer sentiment is…
paid Trump 2.0 • 3 min read A Rubik's Cube Of Questions Along With Some Weak Soft Data Will tariffs boost inflation and depress the US and global economies? Will inflation be transitory or persistent? Will the economy…
paid Trump 2.0 • 3 min read Stocks Rise On Latest Trump Pivot Any day with a Trump Pivot is a good day for the stock market. Shares of automakers closed higher today…
public China • 2 min read Tit-For-Tat: The Opposite Of Panda Diplomacy The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let…
paid Week Ahead • 3 min read ECONOMIC WEEK AHEAD: April 14–18 The economic week ahead will provide updates on the goods-producing sector, consumer spending, and inflation. Macroeconomic data may be drowned…
paid Trump 2.0 • 4 min read MARKET CALL: Follow The Bouncing POTUS In our December 17 Morning Briefing, we wrote: "With bullishness abounding, contrarian indicators are flashing red, and we see…