Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & comment - Page 5
We've been bullish on Gold since it broke out above $2,000 per ounce at the end of February 2024. It has been trading in an upward channel since then (chart). It soared to $2,600 by the end of last...
Bonds I: Kerfuffle. Bloomberg reported that JPMorgan Chase & Co. CEO Jamie Dimon said on the company’s Friday earnings call: “There will be a kerfuffle in the Treasury markets because of all the...
The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let us explain.
On April 11, Reuters reported the following: "Shipments of seven rare earths...
The S&P 500 is now down almost 19% since topping out in February. It closed at 4982.77 (chart). If it falls another 1.35% down to 4915.32, it will be in a bear market. The index was up sharply at...
So far, congressional Republicans are giving Trump Tariffs 2.0 the benefit of the doubt. Some are voicing their concerns. A few Senate Republicans are joining the Democrats in the Senate to support a...
Today's batch of economic indicators shows a few signs that Trump Turmoil 2.0 started to weigh on the economy during March. That’s the message from the month's national ISM manufacturing purchasing...
President Donald Trump and his guests at the Rose Garden celebrated Liberation Day. Stock investors won't be celebrating today based on the plunge in futures prices tied to the DJIA, S&P 500, and...
On Sunday, we reduced the odds of our Roaring 2020s base-case scenario from 65% to 55% and raised the odds of a stagflationary scenario from 35% to 45%. The latter includes the possibility of a...
Reign Of Tariffs I: Losing Confidence
Does President Donald Trump want a recession? He is going to get one if he continues to pursue his chaotic tariff policies. Consider the following:
1. CFOs &...
Once a sleepy corner of the stock market, the S&P 500 Utilities sector is now a hotbed of debate. Fans believe that growth in data centers, cryptocurrencies, electric vehicles (EVs), the...