Among last week’s batch of weaker-than-expected economic indicators were April’s M-PMI and NM-PMI compiled by the Institute for Supply Management…
Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The price of…
It's slim pickings this week on the US economic front. The news is mostly about credit conditions. Then again, earnings…
I am very pleased to announce that Eric Wallerstein is joining the Yardeni Research team as our Chief Markets Strategist. He will…
Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index (ECI). It was up 5.4%…
Fed Chair Jerome Powell wasn't dovish at his presser today. But he wasn't hawkish either. He said, "…
One quarter does not stagflation make. True, the March quarter’s real GDP growth rate was down from the December quarter’s,…
Today's Employment Cost Index (ECI) for Q1 was another hotter-than-expect inflation report. It came out just as the FOMC started…
We now have the regional business surveys conducted by five of the Federal Reserve district banks. The average of their general business…
Keep your seat belts on: There may be a few more loop-the-loops in the stock market's rollercoaster ride. Or at…
This could be another action packed week as the Fed's meeting and the latest S&P 500 earnings reporting…
Today started out with a triple whammy for the stock market. Meta took it on the chin, the GDP report was stagflationary,…
