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Not Much Stagflation Today
Earlier this year, US Treasury Secretary Scott Bessent said that he and President Donald Trump were focusing on the 10-year…
US Economy
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US Economy Is Tariffied
President Donald Trump's Tariff Turmoil (TTT) is certainly upsetting global trade relations and confusing financial markets. This is…
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REPRINT: 'The Protectionist Road To Depression.' Déjà Vu All Over Again?
💡This is a timely reprint of a September 9, 1985 Topical Study by Edward Yardeni titled "The Protectionist Road…
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Economic Growth Seems To Be Picking Up
Bearish stock market narratives have been pervasive since early 2022. They are becoming more so now with each headline coming…
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A Bunch Of Cool & Colorful Charts
I. US FINANCIAL MARKETS
The bull/bear ratios have dropped sharply over the past couple of weeks (chart). From a…
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Home For the Holidays
This is the time of the year when we all count our blessings. The Yardeni Research team thanks you for…
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Stock Market Rally Broadening As Economy Chugs Along
Fed officials may be cutting rates because they are worrying about the ominous "long and variable lags" of…
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Trump 2.0 Supercharges Our Stay Home Investment Strategy
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the…
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The Front Cover Curse
We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is…
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Lost Decade Ahead For Stocks With Only 3% Annual Returns?
We've been asked to comment on yesterday's grim forecast by economists at Goldman Sachs that the…
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US Economy Passing Tests With Flying Colors
While everyone in our business breathlessly awaits tomorrow's payroll employment report, the economy passed the brunt of this…
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The US Economy Is Roaring!
Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real GDP,…
