Dr. Ed Yardeni Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index (ECI). It was up 5.4% q/q (saar) and 4.1% y/y. Today, they both rallied despite a hot Q1 unit labor costs inflation report. We agree with the markets’ response to today’s news because it is consistent with our view that inflation…
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
We are off to a spectacular year in the markets with the S&P 500 (SPX) up roughly 3.5% since...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
Yield curve is the most inverted in decades, yet many parts of the market are making new 52-week highs....
August has proven itself to be a “Wall of Worry” and the point for which the former “good overbought”...
The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...
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