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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 2

President Donald Trump wants lower interest rates. He blames Fed Chair Jerome Powell for keeping them too high. He has been saying so since his first term in office as President. He said so again on...
There's not much on this week's economic calendar. The only big event was supposed to occur on Wednesday, July 9. That would have been 90 days after President Donald Trump postponed his April 2...
It may be July 4th week in the US, but we don't expect many fireworks on the economic data front. Of course, surprises could come from events in the Middle East, as Israel, Iran, and the Trump...
Is China’s Stimulus Strategy Backfiring?
By Ed Yardeni - Jun 30, 2025
As US President Donald Trump does his worst to hobble China’s economy, China’s President Xi Jinping may be beating him to the punch. There’s no doubt that Trump’s tariffs are destabilizing Asia’s...
Yesterday morning, Iran launched a missile attack on the US military's Al Udeid Air Base in Qatar in retaliation for US airstrikes on Iranian nuclear facilities the previous day. The attack involved...
On Saturday night, the US attacked Iran's three nuclear sites in Fordow, Natanz, and Isfahan. President Donald Trump announced this in a social media post at 7:50 p.m. EST. In a short speech at 10:00...
Israel is in the middle of the Middle East. Iran has been threatening Israel's existence since it overthrew the Shah of Iran in February 1979. There has been a covert war between the two since then....
May's PPI inflation report, released yesterday, was lower than expected, as was May's CPI inflation report yesterday. The PPI final demand for personal consumption edged down to 2.6% y/y in May,...
In the hilarious comedy movie "What About Bob," Bill Murray, who plays Bob, tells his shrink, "that there are two types of people in this world. Those who like Neil Diamond and those who...
Many of the questions the Fed has about how Trump's trade war is impacting the inflation outlook will get timely answers this week. Well, updates at least, since only President Donald Trump knows how...