public Economic Calendar • 4 min read ECONOMIC WEEK AHEAD: May 12 - 16 The coming week is jampacked with several April economic indicators and a couple of May regional business surveys. On balance,…
paid Market Call • 3 min read MARKET CALL: Let's Make A Deal Dealmaking is in the air. American and Chinese delegations met this past weekend to discuss how they might deescalate their…
public 8 min read DEEP DIVE: Is The Recession Over Already? US Economy I: The Godot Recession Is Back. During 2022, 2023, and 2024, most economists and investment strategists expected that…
paid S&P 500 • 3 min read From Trade Wars To Trade Deals President Donald Trump will need to declare victories in his trade wars with multiple countries around the world sooner rather…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 5/7/25 Is The Recession Over Already? We believe in the resilience of the US economy. Recent years’ monetary tightening didn’t…
paid Fed • 3 min read FOMC Day Minus One: Waiting For Nothing The federal funds rate (FFR) futures market has consistently been predicting several cuts in the FFR since March 2023 (chart)…
paid Gold • 3 min read A Seinfeld Kinda Day: Nothing Really Happened Not much happened today in either the stock market or the bond market. Dull days are good for a change.…
paid Deep Dive • 4 min read DEEP DIVE: Anatomy Of A Correction This is an excerpt from Yardeni Research Morning Briefing dated Monday, April 28, 2025. The latest correction in the S&…
public Week Ahead • 3 min read ECONOMIC WEEK AHEAD: May 5–9 US employers are confounding the naysayers–and complicating the Federal Reserve's decision this week. It's no…
paid Stock Market • 4 min read MARKET CALL: ‘Mission Control, We Have Thrust’ Today, we are lowering our subjective odds of a recession from 45% to 35% following last week's news…
public China • 3 min read Year Of The Snake Stock prices soared today on a better-than-expected April US employment report and news that China is evaluating US overtures to…