This latest MIB podcast w @Ritholtz and @yardeni was great. Ed uses the data in front of him, vs other economists that make a conclusion ahead of time and back fit things. Also, his discussion about China exporting deflation was quite interesting. www.bloomberg.com/news/audio/2024-04-26/masters-in-business-ed-yardeni pic.twitter.com/uLtCBL4he5

They tell us that earnings estimates tend to drop, but that hasn't happened in '24 so far. S&P 500 earnings still expected to be up an impressive 10.8% in '24. We continue to think that is a tad light, as a stronger economy in H2 should see even better numbers. pic.twitter.com/9UPkzGRjZC

A reminder of the volatile nature of some corporate and investor fortunes. #markets #investing #investors #peloton @onepeloton @opinion pic.twitter.com/VH0rY8TZml

One of the clips from yesterday morning's conversation on @BloombergTV. www.bloomberg.com/news/videos/2024-05-03/el-erian-says-goldilocks-jobs-report-will-please-fed?sref=wFBeaN16 #economy #jobs #employment #unemployment #federalreserve #centralbanks #econtwitter