S&P Global PMIs

Stock Market Rally Isn't Running Out of Fuel. US Economy Still Acing Stress Tests.

Apr 23, 2026 4 min read paid

President Donald Trump may have to write a sequel to his 1987 book, "Trump: The Art of the Deal." It's hard to make a deal if you kill your opponent. He said that about Iran today again: "They’re all messed up. They have no idea who their leader is... We took out, really, three levels of leaders... So they have a hard time figuring

Ed Yardeni
Elias Griepentrog

US Economy Still On Bullish Track

Aug 22, 2024 3 min read

Stock traders took some profits today. They were probably nervous that Fed Chair Jerome Powell will be less dovish tomorrow than the markets are about the outlook for rate cuts beyond 25bps in September. We've been less dovish than the markets since mid-June because we've been more bullish on the economy and the labor market than the consensus. Today's economic releases showed the

Ed Yardeni

More Investors Move To Correction Camp

Aug 23, 2023 1 min read paid

Investors Intelligence reported that their Bull/Bear Ratio was 2.38 this past week, remaining below the recent peak of 3.01 during the July 18 week (chart). Sentiment has been more cautious since Fitch Ratings downgraded US government debt on August 1 causing the 10-year Treasury bond yield to rise back above 4.00%, peaking at 4.36% yesterday morning The yield was back down to 4.23%

Ed Yardeni

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Stock Market Rally Isn't Running Out of Fuel. US Economy Still Acing Stress Tests.

US Economy Still On Bullish Track

More Investors Move To Correction Camp