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Ed Yardeni

  • Analysis & Comment

Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & comment - Page 7

“The Gunfight at Dodge City” is a 1959 Western film. After his brother the sheriff is murdered, Bat Masterson is elected to the job of sheriff and is determined to find the killer and make Dodge City...
Roaring 2020s and Reciprocal Tariffs
By Ed Yardeni - Feb 17, 2025
US Economy I: On the Road Again. Taylor Swift’s “The Eras Tour” was her sixth tour. It started on March 17, 2023, in Glendale, Arizona and concluded on December 8, 202,4 in Vancouver, British...
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs 2.0 (chart). The former is weighing on the shares of AI companies....
Geopolitics I: What Trump Wants from Canada & Mexico. It’s become abundantly clear to us what President Donald Trump wants from Mexico. To Trump, Mexico is a looming security threat. In his view,...
Is This the Beginning of Trade War 2.0?
By Ed Yardeni - Feb 03, 2025
The markets certainly didn't give a ringing endorsement to Trump 2.0 tariffs announced on Friday: 25% each on Canada and Mexico and 10% on China. During his presidential campaign, Trump talked about...
DeepSeek won’t cause the Fed to tighten monetary policy. It won’t cause a financial crisis or a credit crunch. Of course, it might have a negative wealth effect on Nvidia’s (NASDAQ:NVDA)...
Time to Recalibrate Our 3 Market Scenarios?
By Ed Yardeni - Jan 27, 2025
We regularly assess the subjective probabilities that we assign to our three scenarios: the Roaring 2020s (55%), the Meltup 1990s (25%), and the Stagflationary 1970s (20%). The last scenario, with...
Stock price indexes are back at record highs. Yet the stock market's sentiment indicators have turned stubbornly bearish over the past couple of weeks. We noted this development a week ago and...
The week ahead will be light on economic indicators and heavy on executive orders (EOs). While the markets are closed on Monday for MLK Day, President Donald Trump was inaugurated into office for his...
Markets Are Recalibrating the Fed
By Ed Yardeni - Jan 18, 2025
From March 2022 through August 2024, there was widespread concern that the tightening of monetary policy by the Fed over that period would cause a recession. It was the most widely anticipated...