Today's release of November's Consumer Confidence Index showed that the labor market remains relatively tight. The percentage of…
Our contrarian instincts give us more confidence in our “growth recession,” or “mid-cycle slowdown,” scenario. A recession next year would be the…
The consensus is now bracing for a 2023 recession that tempers inflation and ends the Fed’s reign of tightening but also…
We hope you had a chance to relax with your family and friends and to recharge your batteries during the Thanksgiving holiday.…
The yield curve spread between the 2-year US Treasury note and the 10-year US Treasury bond is a leading indictor of several…
Investors are hoping that the Chinese government will soon ease its zero-Covid policies. The facts on the ground suggest that the latest…
We at the Yardeni Research family wish you and your families a Happy Thanksgiving. We are thankful for your interest in our…
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Single-family housing activity is falling into a recession. Single-family housing starts fell 29.5% ytd through October. Housing downturns have been major…
Climate activists believed that if governments were to impose regulations that limit fossil fuel production, fossil fuel prices would rise, encouraging more…
Here is Joe Feshbach’s latest call on the market: “On Wednesday of last week, we had one of those crazy-high put/…
The S&P 500 went nowhere fast last week, dropping 0.7% to 3965, putting it in between its 200-day moving…
