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1 min read
·Members
The Economic Week Ahead: April 3-7
Once again, more important than the economic news this week might be if it is another one without bad news from the…
Archive
Banking·
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2 min read
Fed Backstops the Banks
The Fed has the banks' backsides covered. The Fed can't insure deposits, but it can guarantee that the banks…
S&P 500·
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2 min read
·Members
April Is Coming
April is the second best month of the year for the stock market. From 1928 through 2022, the S&P 500…
Yardeni Press·
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1 min read
Yardeni Press
US stocks could end this year 14% higher because banking turmoil will trigger a Fed pause, veteran investor Ed Yardeni says The…
Semiconductors·
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2 min read
·Members
Chips Are Hot Despite Recession Fears
Semiconductor investors didn't get the recession memo. They have anticipated the industry’s improvement for many months. The S&…
Video Webcasts·
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1 min read
·Members
Dr Ed's Video Webcast 3/27/23
The recent banking crisis has heightened fears of a recession. But still the S&P 500 is up ytd—buoyed greatly…
S&P 500·
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1 min read
Bad Breadth Again
The ratio of the equal-weighted to market-cap-weighted S&P 500 stock price indexes is an interesting measure of market breadth. It…
Economic Survey·
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1 min read
·Members
A Dish of Mixed Nuts
Today's economic indicators show that the labor market remains tight, while manufacturing activity remains weak. That mix supports our soft-landing…
Banking·
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2 min read
·Members
A Wave of Bank Mergers Ahead
The FDIC started to do its job immediately after it seized Silicon Valley Bank (SVB). The regulator transferred all SVB deposits and…
Technicals·
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2 min read
Market Call
Bond investors are having fun again. The 10-year US Treasury bond yield peaked last year at 4.25% on October 24. It…
Economic Calendar·
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2 min read
The Economic Week Ahead: March 27-31
More important than any economic indicators this week will be whether there is more bad news indicating that the banking crisis is…
Deep Dive·
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4 min read
·Members
DEEP DIVE: Artificial Intelligence - Everything Everywhere All At Once
The announcements have come fast and furiously. Anyone who has anything to do with AI is broadcasting it to the world loudly.…
