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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…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1354 posts
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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…
