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In 10 Charts: Consumer Confidence & Jobs
Consumer· · 3 min read

In 10 Charts: Consumer Confidence & Jobs

The stock market sold off this morning on a decline in February's Consumer Confidence Index (CCI), confirming a similar decline…

ECONOMIC WEEK: February 24-28
Week Ahead· · 3 min read ·Members

ECONOMIC WEEK: February 24-28

The week ahead will feature Nvidia's earnings report after the market closes on Wednesday. That may be more important to…

DEEP DIVE: The Gunfight At DOGE City
Deep Dive· · 8 min read ·Members

DEEP DIVE: The Gunfight At DOGE City

This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 18, 2025. Federal Budget I: The DOGE Boys. “The Gunfight…

Hitting a Wal(mart)
Manufacturing· · 3 min read ·Members

Hitting a Wal(mart)

Disappointing forward guidance from Walmart weighed on the stock market today. The company's shares fell 6.5% today despite a…

Mind the Minutes
FOMC· · 3 min read ·Members

Mind the Minutes

The Minutes from January's FOMC meeting was released today. On balance, it confirmed that the Fed is on hold but…

Dr Ed's Video Webcast 2/19/25
Video Webcasts· · 1 min read ·Members

Dr Ed's Video Webcast 2/19/25

The Gunfight At DOGE City The Bond Vigilantes aren’t saddling up just yet, but they’re on high alert, Ed reports.…

Buying What Glitters
Gold· · 2 min read ·Members

Buying What Glitters

A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130. But gold…

ECONOMIC WEEK: February 18–21
Week Ahead· · 3 min read ·Members

ECONOMIC WEEK: February 18–21

The shortened economic week ahead is an important one for our rolling recovery forecast in the manufacturing sector. January's data…

DEEP DIVE: Roaring 2020s & Reciprocal Tariffs
Deep Dive· · 7 min read ·Members

DEEP DIVE: Roaring 2020s & Reciprocal Tariffs

This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 11, 2025. US Economy I: On the Road Again. Taylor…