This week is expected to be relatively quiet. The most notable data release will be the ISM Manufacturing Report on Friday, January 3. Early in the week, we’ll get some housing data, while continuing...
Ed Yardeni was featured on CNBC’s Morning “Squawk Box” with Brian Sullivan and Sara Eisen on Friday, December 27th, 2024, and Ed – being the S&P 500 earnings guru – thought that the S&P 500...
The S&P 500 Emini is forming a weekly Emini trading range. The bears see this week simply as a pullback and want at least a small second leg sideways to down. The bulls see the current move...
US equities experience volatility amid tech and growth stock fluctuations, ending the Santa Rally week with marginal gains. Japanese Yen strengthens due to expected Bank of Japan policy changes,...
The 2024 season is coming to an end. What an eventful year it has been: the Magnificent 7 rally, the Bitcoin halving, Tesla's (NASDAQ:TSLA) Cybercab reveal, geopolitical tensions and the US election....
Another quiet holiday week looms for financial markets. Manufacturing PMIs, including the US ISM, are the only highlight. But rising US yields and sliding yen may spark New Year’s...
US Dollar holds firm during thin holiday trading as yields creep up. But eases against yen as BoJ January hike in play. Stocks mixed in last few trading days of 2024. No End in Sight to Dollar’s...
When the Obama Administration first suggested the Affordable Care Act following the Financial Crisis, we argued that the outcome would be substantially higher, not lower, healthcare costs. It is...
Yesterday’s market activity was predictable, with the S&P 500 closing flat. Futures volume reflected the holiday mood, with just 840,000 contracts traded. Given that it was the day after...
You see the irony here: the more successful the old solutions were, the greater our compulsion to cling to them even as they fail. Humans use inductive reasoning to solve problems. If a solution...