I. The Delayed Cold Shower Since September 15, we've counseled proceeding with caution in the stock market through the ...

I. Why Wall Street Is Cheering the Blue Sweep Ahead of Tuesday's midterm elections, we warned that a Democratic sweep of ...

I. Three Shades Of Fear Monday's issue of The Wall Street Journal featured a story titled, "Hedge Fund Elliott Warns of FOGO: ...

Daily insights, focused news, clear charts, weekly video webcasts, and much more. Posted by Dr Ed Yardeni and his research team.

Today, Elias and Ed examine lessons that emerged from last week’s financial market turbulence. While stock investors soured on AI-related stocks, pulling the S&P 500 down despite good performance from ...

The S&P 500 fell 0.6% last week, and the Nasdaq dropped 2.0%, both posting their third straight week of losses, as ...

The S&P 500 fell 0.5% last week, and the Nasdaq dropped 0.7%, both posting second straight weekly losses. The Nasdaq’s 2.9% ...

Investors sought safety in government bonds last week as the AI selloff rattled stock markets worldwide. Yields eased across ...

Momentum returned to the AI trade early last week. Anthropic’s IPO filing on Monday revealed a far more profitable business ...

I. The AI Boom Versus The AI Trade AI jitters will be back tomorrow after taking a breather so far this week, as encouraging ...

The US midterm elections will be over tomorrow night. According to betting markets, Democrats have roughly a 95% probability of winning the House and a 76% probability of taking the Senate (charts).

The FOMC voted 10-2 on Wednesday to hold the federal funds rate at 3.75%-4.00%, with the two dissenters favoring a 25bps hike ...