President Donald Trump invoked his inner President Ronald Reagan today in a virtual speech at the World Economic Forum in Davos, Switzerland.…
Stock price indexes are back at record highs. Yet the stock market's sentiment indicators have turned stubbornly bearish over the…
Expectations for more rate cuts this year than previously expected buoyed both bond and stock markets last week. The prior week was…
The stock market rose today, buoyed by the fact that President Donald Trump didn't raise tariffs on Day #1 of…
The bond and stock markets were closed today for MLK Day. When they reopen tomorrow, we will all be able to assess…
The week ahead will be light on economic indicators and heavy on executive orders (EOs). While the markets are closed on Monday…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 13, 2025. From March 2022 through August 2024, there was…
Today's batch of December economic indicators in the US has mostly eased any downside concerns about the labor market, consumers,…
Both stocks and bonds benefitted from good news across the earnings, macroeconomic, and geopolitical fronts today. Financial stocks jumped as big banks…
The financial markets have been recalibrating their expectations for monetary policy since the FOMC’s December meeting and their expectations for economic…
…
Stock market valuation and beauty have a lot in common: They are both in the eyes of the beholder. At the end…
