The week ahead is packed with inflation, consumer, and manufacturing indicators. Long-term Treasury yields could climb closer to 5.00% this week…
Last year, during August, we anticipated that US bond yields would rebound. Indeed, they have. During December, we expected a stock market…
This is an excerpt from the Yardeni Research Morning Briefing dated January 6, 2025. Strategy I: What Could Go Right. We are…
I. US FINANCIAL MARKETS The bull/bear ratios have dropped sharply over the past couple of weeks (chart). From a contrarian perspective…
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits, who are…
The January Barometer and January Effect have been interesting statistical regularities that may not have much investment usefulness. It’s better to…
The US economy continues to roar. December's ISM purchasing managers survey showed that services activity remains strong. The JOLTS data,…
Today was another good day for technology stocks, semiconductor stocks, and the Magnificent-7. In the S&P 500, they were up…
The Q4-2024 earnings reporting season is about to start, led by the big banks. We expect that during their conference calls, company…
The economic week ahead is chockful of labor market indicators for November and December. We're expecting them to beat expectations.…
Today's Wall Street Journal reports: "Now, as Trump prepares for his second administration, American companies have largely gone silent…
Ed and Eric look forward to the new year. ❇️Exclusive Early Access for Paid Members: Below, you'll find Dr. Ed&…
