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In 10 Charts: Consumer Confidence & Jobs
The stock market sold off this morning on a decline in February's Consumer Confidence Index (CCI), confirming a…
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.
339 posts
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Dollar Still Dominant Despite Recent Weakness
The DXY Dollar Index has fallen 3.0% since it peaked on January 13. Weaker-than-expected consumer spending and sentiment as…
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MARKET CALL: Still In Choppy Waters Or Going Over A Waterfall?
Our answer to the title's question is that the stock market is still in choppy waters. Admittedly, it…
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ECONOMIC WEEK: February 24-28
The week ahead will feature Nvidia's earnings report after the market closes on Wednesday. That may be more…
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DEEP DIVE: The Gunfight At DOGE City
This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 18, 2025.
Federal Budget I: The DOGE Boys.…
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Hitting a Wal(mart)
Disappointing forward guidance from Walmart weighed on the stock market today. The company's shares fell 6.5% today…
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Mind the Minutes
The Minutes from January's FOMC meeting was released today. On balance, it confirmed that the Fed is on…
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Dr Ed's Video Webcast 2/19/25
The Gunfight At DOGE City
The Bond Vigilantes aren’t saddling up just yet, but they’re on high alert,…
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Buying What Glitters
A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
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ECONOMIC WEEK: February 18–21
The shortened economic week ahead is an important one for our rolling recovery forecast in the manufacturing sector. January'…
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DEEP DIVE: Roaring 2020s & Reciprocal Tariffs
This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 11, 2025.
US Economy I: On the Road…
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Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
