The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional testimony on…
Today's hotter-than-expected January CPI inflation did some damage to bonds, raising long-term Treasury yields roughly 10bps. Headline and core CPI…
Anatomy Of Full Employment When others saw labor market weakening last summer, we saw normalization from the settling down of pandemic-period churn.…
Federal Reserve Chair Jerome Powell's congressional testimony today confirmed that the Fed remains in a dovish pause mode. The FOMC…
Bearish stock market narratives have been pervasive since early 2022. They are becoming more so now with each headline coming out of…
The focus of the economic week ahead will be inflation. Businesses tend to raise prices at the beginning of the year; that…
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs 2.0…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, February 4, 2025. Geopolitics I: What Trump Wants from Canada &…
Trump 2.0 is borrowing a page from the Clinton administration's playbook, specifically the one in which Robert Rubin and…
The bond market relaxed today after Treasury Secretary Scott Bessent's debut Quarterly Refunding Announcement (QRA) proved to be a non-event.…
Anatomy Of Gross National Product Why is the US economy so strong? Look in the mirror: The consumer is the engine of…
Google-parent Alphabet’s stock sank 7% after the closing bell today following its Q1 earnings report. That was partly because the company…
