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DEEP DIVE: Immaculate Disinflation
During the spring of 2022, Debbie and I predicted that inflation was peaking: “In our scenario, the PCED headline inflation…
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Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market. Posted by Dr Ed Yardeni and his research team.
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Stock Market Rotates To Interest-Rate Sensitive Sectors
The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…
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Is The Bull Market Broadening Or Rotating?
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
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Dr Ed's Video Webcast 7/17/24
In congressional testimony last week, Fed Chair Powell sounded more dovish than he has this tightening cycle. That clinched financial…
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Fed Pivot, Trump 2.0, SCOTUS Chevron Ruling & Earnings Broaden Stock Market Meltup
We've been predicting a broadening stock market meltup in the event that the Fed starts cutting the federal…
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Panda In A China Shop
China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
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Market Call: Earnings Reporting Season Likely To Broaden The Stock Market Rally
We've previously written that our number one concern for the stock market is unsettling domestic and global political…
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The Economic Week Ahead: July 15-19
The economic week ahead will include updates on industrial production and business sales of goods, as well as retail sales.…
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DEEP DIVE: A Positive Outlook For Q2 Earnings Reporting Season
Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series…
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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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Meltup!
We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
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Dr Ed's Video Webcast 7/10/24
Signs that the Fed might lower the federal funds rate soon have sent stocks soaring, even though those signs were…
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