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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…
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.
560 posts
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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…
