So far among the best Trump trades has been to short the S&P 500 since February 19 through last Thursday…
In the week ahead, lots of economic data will be packed into the first two days, followed by the FOMC meeting decision…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 13, 2025. Strategy I: Where Do We Go from Here?…
The S&P 500 rebounded nicely today in the morning after falling into correction territory yesterday (chart). Was yesterday the bottom?…
February's inflation data provided conflicting stories. Both the CPI and PPI came in cooler than expected, but neither cheered the…
Vertigo is a sensation of spinning or whirling such that the person or their surroundings appear to be moving. The stock market…
High Noise-To-Signal Ratios Unnerving Stock Investors It’s getting harder to make out the shape of the economy through the fog of…
The stock market was whipsawed today by geopolitical developments. Stocks fell this morning when President Donald Trump announced a 50% tariff on…
The Stock Market Vigilantes have spoken. They don't like tariffs, and they don't like mass firings of federal…
Anything is possible in Trump World. We can't rule out the possibility that a bear market started on February 20,…
After several weeks of a growth scare, the attention this week will shift back to inflation. The new scare could be stagflation,…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 5, 2025. Strategy I: Trump Turmoil 2.0. We haven’…
