Video Webcasts

Dr Ed's Video Webcast 10/3/22

Oct 3, 2022 1 min read

The latest economic indicators suggest that the economy is doing better than expected—supported by consumer spending but dragged down by the housing recession—but also that inflation remains too high. That alignment increases the odds of more Fed tightening than previously expected, a higher terminal fed funds rate, and a Fed-induced hard landing. Below is exclusive early access to Dr Ed's Webcast for paid members. This post

Ed Yardeni

Dr Ed's Video Webcast 9/26/22

Sep 26, 2022 1 min read

We’re in a period of global gloom, with pessimism blanketing different countries for different reasons. In the US, measures of consumer, investor, and business sentiment all have sunk recently, which the stock market mirrors. America’s despondency stems much from the Fed’s words and deeds as it attempts to corral inflation at all costs. Below is exclusive early access to Dr Ed's Webcast for paid members.

Ed Yardeni

Dr Ed's Video Webcast 9/19/22

Sep 20, 2022 1 min read

Fed Chair Powell seems to be channeling his 1970s predecessor Paul Volcker—who masterfully tamed high inflation amid a severe recession. Today, we assess how August’s CPI shocker may alter the FOMC’s economic projections and policy decisions. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. We expect Wednesday’s

Ed Yardeni

Dr Ed's Video Webcast 9/6/22

Sep 6, 2022 1 min read

Fed Chair Powell has put the kibosh on financial markets’ wishful thinking that the Fed will start easing monetary policy next year. How will the Fed—and investors—know when it has achieved optimal tightening, with monetary policy restrictive enough to tame inflation but not enough to touch off a recession? Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will

Ed Yardeni

Dr Ed's Video Webcast 8/29/22

Aug 29, 2022 1 min read

Keeping track of whether Fed Chair Powell is dovish or hawkish is making us dizzy. His latest clues—dropped at last week’s Jackson Hole conference—reversed the dovish impression he’d left in July that caused stocks to rally. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. So stocks pivoted

Ed Yardeni

Dr Ed's Video Webcast 8/22/22

Aug 22, 2022 1 min read

The economic slowdown so far this year is not the game-changing “official” recession so widely feared. Waiting and waiting for this Godot of a recession is muting economic activity, but also inhibiting excesses. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. That’s why we expect any recession that does show

Ed Yardeni

Dr Ed's Video Webcast 8/8/22

Aug 8, 2022 1 min read

July’s surprisingly strong payroll employment report points to a strong July reading for the Index of Coincident Economic Indicators. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. This is good news for the economy, bad news for the fixed-income market, and mixed news for the stock market. While it squashes

Ed Yardeni

Dr Ed's Video Webcast 8/1/22

Aug 1, 2022 1 min read

We’ve been making the case that the latest bear market might have bottomed on June 16. So far, so good. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. Just a few weeks back, industry analysts’ earnings estimates suggested they were oblivious to investors’ recession fears, and we quipped that the

Ed Yardeni

Dr Ed's Video Webcast 7/18/22

Jul 18, 2022 1 min read

What’s ahead for the stock market? That depends on the significance of the S&P 500’s June 16 low-to-date in the current bear market, of 3666. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. If that turns out to be the bear’s bottom—which sure would be

Ed Yardeni

Dr Ed's Video Webcast 7/11/22

Jul 11, 2022 1 min read

Is a recession imminent? Is it here already? How big an impact will it have, if it comes, when it comes? Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. The dreaded “R” word has everyone in a tither, and so does the weakness in the LEI. But the CEI suggests everything’

Ed Yardeni

Dr Ed's Video Webcast 7/5/22

Jul 5, 2022 1 min read

The US economy is probably heading into a mild recession, recent indicators suggest. We now see real GDP contracting by 1.9% this year. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. The good news: The recession should be over next year and should slow the rate of inflation in H2-2022

Ed Yardeni

Dr Ed's Video Webcast 6/27/22

Jun 26, 2022 1 min read

The best laid plans of climate activists have gone majorly awry: Soaring fossil fuel prices haven’t increased demand for and supply of “clean” energy sources, as they’d expected, while demand for fossil fuels exceeds supplies. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. And activists’ pressure on European governments

Ed Yardeni

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