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Let The Good Times Roll
Salesforce beat Q3 earnings expectations today, but that's not what drove the company's shares 11% higher.…
Eric Wallerstein
Eric joined YRI in 2024 after reporting on bonds at The Wall Street Journal and working as an analyst at the NY Fed. He studied economics, finance, and politics at Bucknell University.
217 posts
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Dr Ed's Video Webcast 12/4/24
Today, Dr. Ed examines Baby Boomer economics. The Boomers are sitting on sizable nest eggs that continue to expand along…
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US Jobs Market: Onwards & Upwards
We've contended all year that the labor market was normalizing from the unsustainable pace of hiring during the…
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Manufacturing Indicators May Be Rebounding in US and China
After languishing for the past couple years, manufacturing gauges in both the US and China improved in November. Could this…
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The Economic Week Ahead: December 2-6
We expect to see more animal spirits during the economic week ahead. It is chock-full of updates of labor market…
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MARKET CALL: The Trump/Musk/Vivek/Santa Rally
For better or worse, Trump's New World Order will certainly be different from Biden's Old World…
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DEEP DIVE: Is Trump 2.0 Bullish Or Bearish?
Trump 2.0 I: Lots of Moving Parts
So far, it has been the Roaring 2020s for the US economy…
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Home For the Holidays
This is the time of the year when we all count our blessings. The Yardeni Research team thanks you for…
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Dr Ed's Video Webcast 11/27/24
With economic growth robust and the stock market at a record high, we’re living the Roaring 2020s now. The…
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Stocks Still OK With Tariff Man
Last night, President Trump posted on social media that he will slap a 25% tariff on all products coming from…
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In Bessent We Trust
The Bond Vigilantes like Scott Bessent, who was nominated to be US Treasury Secretary by Donald Trump yesterday. Their vote…
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MARKET CALL: Bitcoin Going To The Moon, To Mars, To Infinity & Beyond!
We are increasingly asked about the outlook for Bitcoin. We don't have a clue because it doesn'…
