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Let Them Eat Tariffs!
Walmart warned last week that it will have to raise prices because of President Donald Trump's tariffs. On…
Unlock Your Financial Potential
Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market. Posted by Dr Ed Yardeni and his research team.
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MARKET CALL: Valuation Mojo Driving Stocks' Big Mo Rally
The meltup scenario is making a dramatic comeback. It was one of our three scenarios until March 24 when we…
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ECONOMIC WEEK AHEAD: May 19–23
The week ahead is light on economic indicators. Fed officials undoubtedly will make some headlines. They are likely to reiterate…
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Not Much Stagflation Today
Earlier this year, US Treasury Secretary Scott Bessent said that he and President Donald Trump were focusing on the 10-year…
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POTUS: From Tariff Man To Global Salesman
Stock investors are much happier now that President Donald Trump seems to be pivoting from pushing prohibitive tariffs to pushing…
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Dr Ed's Video Webcast 5/14/25
Earnings & Valuation Under Trump 2.0 So Far
Even though Q1 earnings were fabulous, most economists, industry analysts, and…
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A Quiet Day For A Change
The Dow Jones Industrial Average wasn't up or down by 1,000 points today. The S&P…
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Recalibrating Our Forecasts As Stock Market Roars
Among our main concerns about Trump's Tariff Turmoil was that the drop in stock prices would have a…
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By The Shores Of Lake Geneva
Here is how US Treasury Secretary Scott Bessent characterized his negotiations with Chinese trade officials this past weekend: "We…
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ECONOMIC WEEK AHEAD: May 12 - 16
The coming week is jampacked with several April economic indicators and a couple of May regional business surveys. On balance,…
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MARKET CALL: Let's Make A Deal
Dealmaking is in the air. American and Chinese delegations met this past weekend to discuss how they might deescalate their…
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