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Ed Yardeni

blog.yardeni.com
  • Analysis & Comment

Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & comment - Page 10

Fed officials indicated that the September 18 rate cut was likely to be followed by more cuts. They deemed that 5.25%-5.50% was too restrictive, which is why they cut it by 50bps to...
The Misery Index is the sum of the unemployment rate and the inflation rate (measured as the yearly percent change in the CPI). It was 6.5% during September, well below its average since 1947 of...
We've been asked to comment on the grim forecast by economists at Goldman Sachs that the S&P 500 will produce annualized returns of only 3% (before accounting for inflation) over the next 10...
Time to Sell Bonds, Buy Gold?
By Ed Yardeni - Oct 22, 2024
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?" We wrote: "Bond investors may be expecting too many interest-rate cuts...
Yesterday, the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate from 3.2% to 3.4% following a roaring September retail sales report (chart). Real consumer spending was revised up...
The Widely Feared Phantom Recession Is Over
By Ed Yardeni - Oct 15, 2024
Pagliacci (Clowns, 1892) is an opera in a prologue and two acts with music and libretto by Ruggero Leoncavallo. The play tells the tragedy of a jealous husband and his wife in a commedia dell'arte...
The S&P 500's latest bull market turned two-years old on Saturday. It started on October 12, 2022. Sentiment was extremely bearish back then (chart). There were widespread fears of a recession...
Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring? It turned into "lower and sooner" this summer in response to the economy's soft...
Some of our best friends are permabears. They are smart economists and strategists who tend to be bearish. We look to them for a thorough analysis of what could go wrong for the economy and the stock...
Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real Gross Domestic Product (GDP), real Gross Domestic Income (GDI),...