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DEEP DIVE: Essential Rare Earth Minerals
This is an excerpt from the June 5, 2025 Morning Briefing of Yardeni Research, Inc.
“People who live in glass…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
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ECONOMIC WEEK AHEAD: June 9 - 13
Many of the questions the Fed has about how Trump's trade war is impacting the inflation outlook will…
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MARKET CALL: Meltup Again? (Do We Have Nothing To Fear But Nothing To Fear?)
The stock market has become tariff-scare-proof now that the S&P 500 is only 2.3% below its February…
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He Said, Xi Said
President Donald Trump said today that he had a "very good talk" with China's President Xi…
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Mixed Bag
The 10-year US Treasury bond yield fell to 4.36% today on a batch of weaker-than-expected economic indicators. Bond investors…
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WEEKLY WEBCAST: China’s Currency & Japan’s Stocks
Trump’s Tariff Turmoil has undermined the US’s credit worthiness and unsteadied the dollar. For countries harboring currency-dominance aspirations,…
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Mixed Signals
So is the economy slowing or speeding up? Yes, it is doing both according to today's batch of…
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ECONOMIC WEEK AHEAD: June 2 - 6
There's no question that President Donald Trump is stress testing the resilience of the economy with what we&…
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MARKET CALL: S&P 500 Earnings & Valuation
We now have LSEG’s I/B/E/S data for S&P 500 companies’ revenues per share and…
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Checks and Balances
The US is a federal republic. It isn't a democracy, where the majority always rules. The constitutional system…
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From Trump's Tariff-Postpone-Repeat to Court's Cease-and-Desist
In imposing his tariffs in early April, President Donald Trump called the trade deficit a national emergency that justified his…
