We raised the odds of a recession on March 4 from 20% to 35%. Today's Challenger Report showed an alarming…
(1) Will S&P 500 indexes find support at their 200-day moving averages? We think so. Sentiment is quite bearish and…
Until recently, the message from the bond market has been that tariffs are deflationary because they depress global economic activity. As Warren…
Testing The Resilience Of The US Economy We continue to bet on the resilience of the American economy. Yes, the Atlanta Fed’…
We've been betting on the resilience of the US economy and earnings to keep the bull market going. Our thesis…
Stock prices are falling because Trump Turmoil 2.0 is making investors dizzy. Just today, President Donald Trump confirmed that 25% tariffs…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 3, 2025. The latest economic indicators aren’t supporting our…
February's batch of economic indicators for January was mostly downbeat, the sort of numbers suggestive of a severe economic slowdown.…
In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old World Order.…
The stock market is in the midst of another growth scare, in our opinion. The latest batch of economic indicators has been…
Artificial intelligence, and all the capital spending that comes along with it, is here to stay. Nvidia reported today that its sales…
A Tale Of Woes While Ed and Eric have been accentuating the positives in the stock market outlook and also acknowledging the…
