Economic Calendar

The Economic Week Ahead Jan. 9-13

Jan 8, 2023 1 min read

The Q4-2022 earnings reporting season starts this week with the big money center banks. They are unlikely to surprise investors. Their managements may once again warn, as they have in the past, that a consumer-led recession is likely this year. That's old news, and the markets aren't likely to react to it. Besides, if the banks expect a recession, why haven't they been adding

Ed Yardeni

The Economic Week Ahead, January 3-6

Jan 1, 2023 2 min read paid

The first week of 2023 will be action packed, especially with so many labor market indicators coming out. If they are too strong, investors will fear higher-for-longer interest rate hikes by the Fed. If they are too weak, investors will fear an impending recession. The first scenario is bad for stocks and bonds. The second scenario is bad for stocks but good for bonds. If the upcoming batch of labor

Ed Yardeni

The Economic Week Ahead: Dec. 19 - Dec. 24

Dec 17, 2022 2 min read

Last Tuesday's good CPI news wasn't good enough according to Fed Chair Jerome Powell. In his Wednesday presser, he remained hawkish suggesting that the federal funds rate would be raised early next year to 5.00%-5.25% (bracketing the latest median forecast of the FOMC) and maintained at that restrictive level until inflation moderated significantly. Friday morning, Federal Reserve Bank of New York President John

Ed Yardeni

The Economic Week Ahead: Dec. 12-16

Dec 11, 2022 1 min read paid

All we want for Christmas is a lower-than-expected November CPI (Tue.) and a less hawkish press conference (Wed.) by Fed Chair Jerome Powell. The Santa Claus rally depends on this seasonally happy scenario. The week ahead starts with the NY Fed's November survey of consumer expectations (Mon.). The recent drop in gasoline prices should moderate inflationary expectations. November's NFIB small business survey (Tue.) should provide additional

Ed Yardeni

The Economic Week Ahead, Dec. 5-Dec. 9

Dec 4, 2022 1 min read paid

It's always nice to get a break from the Federal Open Mouth Committee's chattering. The FOMC participants' blackout period started yesterday and will last through Friday, December 15.

Ed Yardeni

The Economic Week Ahead, Nov. 28-Dec. 2

Nov 27, 2022 2 min read paid

We hope you had a chance to relax with your family and friends and to recharge your batteries during the Thanksgiving holiday. We did. The big question that will be answered this week is whether the labor market remains charged up. There may be some signs that it is slowing given layoffs in the tech industry and the modest upturn in initial unemployment claims in recent weeks.

Ed Yardeni

The Economic Week Ahead, November 14-18

Nov 12, 2022 1 min read paid

You can access a “live” version of the calendar below--with links to our automatically updated charts for most of the indicators shown--at this link on our website; bookmark it for easy access. The Santa Claus rally started one month ago on October 12 following a worse-than-expected CPI print for September the next day, October 13, which was a major reversal day. October's better-than-expected CPI released last Thursday triggered

Ed Yardeni

Economic Week Ahead, November 7-11

Nov 5, 2022 1 min read paid

You can access a “live” version of the calendar below--with links to our automatically updated charts for most of the indicators shown--at this link on our website; bookmark it for easy access. Financial market participants have freaked out about the CPI during most of the previous months this year. Will they do so again over October's CPI (released on Thu.)? Maybe not this time. We expect further signs

Ed Yardeni

The Economic Week Ahead, October 31-November 4

Oct 29, 2022 1 min read Featured

It's yet another Fed week. On Wednesday, the FOMC is expected to announce another 75bps hike to a range of 3.75%-4.00%. That would make the fourth consecutive hike of that magnitude. Fed Chair Powell will have to acknowledge that the federal funds rate is now further into restrictive territory and will be even more so come the FOMC’s December meeting, when the rate is

Ed Yardeni

The Economic Week Ahead, October 24-28

Oct 22, 2022 1 min read paid

The Q3 earnings reporting season will get most of the attention this week from equity investors. Fortunately, we all get a break from the "Federal Open Mouth Committee" until November 4! But we will all be thinking about how the FOMC might react to this week's stats.

Ed Yardeni

The Economic Week Ahead, Oct. 17-21

Oct 15, 2022 1 min read paid

Investors will focus on this week's batch of Q3 earnings reports and forward earnings guidance from Corporate America. They'll also be watching interest rates which might be buffeted by more loose lips on the "Federal Open Mouth Committee." The FOMC's blackout period doesn't start until Friday. The only inflation news this week will be included in October's regional

Ed Yardeni

The Economic Week Ahead, October 10-14

Oct 8, 2022 1 min read

Monday is Columbus Day and the bond market will be closed. But stock investors can start the week worrying about September's PPI (Wed.) and CPI (Thu.). Both should confirm that they peaked earlier this year, but the moderation in inflation in both may not be enough to stop the Fed from concluding that more rate hikes are needed to subdue inflationary pressures. The PPI may show more moderation

Ed Yardeni

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