Markets were abuzz with headlines from Washington today. The S&P 500 opened 1.7% lower on the weekend's…
Aside from plenty of news about tariffs, the economic week ahead is jampacked with economic indicators that might be affected by tariffs…
We are sure that Forbes magazine has had plenty of cover stories about successful entrepreneurs who survived the front-cover curse and remained…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 28, 2025. DeepSeek is a Chinese AI lab that has…
Fed Chair Jerome Powell's basic message during his press conference yesterday was that the Fed is in no hurry to…
The FOMC left the federal funds rate (FFR) unchanged yesterday at 4.25%-4.50%, as widely expected. At his presser yesterday,…
Anatomy Of The Bull Market (Will DeepSeek Sink It?) The current bull market has been driven mostly by valuation expansion; now valuation…
Today, the US stock market quickly confirmed our view that DeepSeek is a positive for the proliferation of AI, which should boost…
DeepSeek took a bite out of semiconductor, other tech, as well as nuclear power stocks today. Many of these AI plays dropped…
The week ahead is packed full of important economic data releases, big tech earnings reports, and central bank meetings. Economic updates will…
The Q4-2024 earnings reporting season is going well so far. It started out two weeks ago with better-than-expected big bank earnings. As…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, January 13, 2025. We regularly assess the subjective probabilities that we…
