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The Economic Week Ahead: January 13-17
The week ahead is packed with inflation, consumer, and manufacturing indicators. Long-term Treasury yields could climb closer to 5.00%…
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.
257 posts
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MARKET CALL: Bond Vigilantes Spooking Stock Jockeys
Last year, during August, we anticipated that US bond yields would rebound. Indeed, they have. During December, we expected a…
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DEEP DIVE: Risks & Reward In 2025
This is an excerpt from the Yardeni Research Morning Briefing dated January 6, 2025.
Strategy I: What Could Go Right.…
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A Bunch Of Cool & Colorful Charts
I. US FINANCIAL MARKETS
The bull/bear ratios have dropped sharply over the past couple of weeks (chart). From a…
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Bond Yields Have Normalized
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits,…
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Dr Ed's Video Webcast 1/8/25
The January Barometer and January Effect have been interesting statistical regularities that may not have much investment usefulness. It’s…
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Bond Vigilantes Put 5% Yield In Crosshairs
The US economy continues to roar. December's ISM purchasing managers survey showed that services activity remains strong. The…
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Will SMidCaps Continue To Underperform?
Today was another good day for technology stocks, semiconductor stocks, and the Magnificent-7. In the S&P 500, they…
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MARKET CALL: AI Coming To Vegas, Baby, Vegas!
The Q4-2024 earnings reporting season is about to start, led by the big banks. We expect that during their conference…
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The Economic Week Ahead: January 6-10
The economic week ahead is chockful of labor market indicators for November and December. We're expecting them to…
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The Great (Yield) Fall Of China
Today's Wall Street Journal reports: "Now, as Trump prepares for his second administration, American companies have largely…
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Dr Ed's Video Webcast 1/1/25
Ed and Eric look forward to the new year.
❇️Exclusive Early Access for Paid Members: Below, you'll find…
