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The Roaring 2020s Express Train

Apr 30, 2026 5 min read

Why is the stock market continuing to make new highs? It's doing so because corporate earnings are doing the same, as the economy continues to speed along without stopping for a recession. The latest batch of data certainly drove the stock market higher today, confirming that we are still riding the rails on the Roaring 2020s Express. Nothing seems to stop or derail this train. (1) GDP. The

Ed Yardeni
Elias Griepentrog

Bonus Content: China In 10 Charts

Aug 29, 2024 2 min read

(1) Chinese consumers are depressed. (2) Home prices are falling in China. (3) Chinese stock prices are on downward trends led by real estate stocks. (4) China's real retail sales growth is weak and exceeds the growth of industrial production. (5) The growth rates of Chinese bank loans and M2 are falling rapidly. (6) Negative growth in M1 suggests that deflationary pressures on China's producer price

Ed Yardeni