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…
Under a framework of knowns and unknowns, the world is a confusing place right now with the Russian invasion...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
This past week was yet another turbulent week for the major averages, but they managed there best week in...
Boom! It just got “real”, as the kids say. The boom is the equivalent of the S&P 500 (SPX)...
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...
By Lance Roberts Part I: Buy and Hold Can Be Hazardous To Your Wealth One would think that following...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
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