Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & comment - Page 11
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),...
Stock prices and bond yields dipped while oil prices jumped yesterday. In Washington, a senior White House official said the US is actively preparing to defend Israel against another direct missile...
On Tuesday, China announced a raft of policies aimed at boosting the economy and encouraging consumption. The People’s Bank of China (PBoC) cut its seven-day reverse repo rate from 1.7% to 1.5%.
The...
Consumer confidence has been relatively depressed for the past couple of years according to the Consumer Confidence Index (CCI) and Consumer Sentiment Index (CSI), which are based on surveys...
So far, September isn't living up to its bad reputation for the stock market now that the S&P 500 and the DJIA are at record highs. At the start of the month, on September 2, we asked, "What...
We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of the 1990s stock market meltup, and a rerun of That '70s Show with geopolitical shocks causing...
We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of the 1990s stock market melt-up, and a rerun of That '70s Show with geopolitical shocks...
Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims fell and two regional business surveys strengthened in September, while the...
A Tale of Two Cities by Charles Dickens famously begins, ''It was the best of times, it was the worst of times.'' Two weeks ago was the worst week for the stock market so far this year. Last week was...
The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all year so far. At the start of this year, the markets anticipated six to seven rate cuts in...