Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring? It turned…
This is an excerpt from our September 30, 2024 Yardeni Research Morning Briefing. It was written before the release of September'…
This week's inflation indicators should show that it continues to moderate toward the Fed's 2.0% target. Also,…
This morning's payroll employment report for September and upward revisions for July and August were much stronger than the consensus…
(1) The Dow Jones Industrial Average is on course to hit 60,000 by the end of the decade. (2) The S&…
While everyone in our business breathlessly awaits tomorrow's payroll employment report, the economy passed the brunt of this week'…
Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real GDP, real GDI,…
The permabears have fueled much negativity about the outlooks for the US economy and stock market. Their analyses often don’t hold…
Stock prices and bond yields dipped while oil prices jumped this morning. In Washington, a senior White House official said the US…
Over the past several days, China has unleashed several fiscal and monetary stimulus measures. China investor Jason Hu called these the "…
The week ahead is jampacked with employment indicators. The Fed started a new monetary easing cycle on September 18, cutting the federal…
We asked the very same question at the start of September, and were hard pressed to come up with an answer. We…
