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…
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
Throughout this bull market, stock investors have bemoaned an incessant lack of breadth. Leadership has been remarkably narrow. The...
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks...
Posted on August 6, 2018 by Andrew Thrasher, CMT I’ve spent a great of time looking at and...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
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