Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & comment.
President Donald Trump on Thursday nominated Council of Economic Advisers Chairman Stephen Miran to serve out the remaining term of Federal Reserve Governor Adriana Kugler. Trump said Miran will...
The stock and bond markets didn't respond much to the national survey of non-manufacturing purchasing managers this morning, even though it was on the weak side (chart). The overall NM-PMI, which the...
Compared to last week’s dramatic data surprises, this week’s offerings are decidedly of the slim-pickings variety. But boring, the days ahead will not be. While we’re still of the thinking that...
On Friday, President Donald Trump slapped tariffs on all of America's trading partners. Friday's employment report was shockingly weak. So the President fired the commissioner of the Bureau of Labor...
Foreign Buyers I: Loading Up on US Treasuries & Equities. The phrase "I have always depended on the kindness of strangers" is a famous line from Tennessee Williams' play,
A Streetcar Named...
This is a big week on the monetary policy front, with the Federal Reserve, Bank of Japan, and Bank of Canada all holding policy meetings. Naturally, the main event will be the Federal Open Market...
Two federal appeals courts are sending clear signals they wish to resolve the uncertainty over President Trump’s IEEPA tariffs as quickly as possible, we think.
The Federal Circuit Court of Appeals...
This might be a good week to take a summer vacation. The economic data calendar is light. On Tuesday, Fed Chair Powell will speak in Washington, perhaps offering an update on his views on employment,...
It’s July. Back in March, we expected that Trump’s Tariff Turmoil (TTT) would become less tumultuous by the end of the summer. We figured that President Donald Trump would start to declare victory in...
This will be a jam-packed week for economic indicators and big banks' Q2 earnings reports. We are relatively optimistic about the latter, which should be bullish for the stock market. The inflation...