Ed Yardeni

WEEKLY WEBCAST: In Praise Of Record Profits!

Jan 28, 2026 1 min read paid

A curiosity of the current US economy is its remarkable strength despite an affordability crisis. Average real consumption per household and real hourly earnings of production and nonsupervisory workers are at record highs, but plenty of people fall short of the average. When entrepreneurial capitalism is flourishing, Dr Ed explains, the wealthy benefit faster. … Entrepreneurism is flourishing currently, as record-high proprietors’ income and new-business applications attest. Yet it

Ed Yardeni

Is Gold The New Bitcoin?

Jan 27, 2026 4 min read paid

Proponents of bitcoin have been calling it “digital gold.” Both the cryptocurrency and the precious metal are impossible to value because they don't pay any interest or dividends. Bitcoin is digital, making it potentially vulnerable someday to hacking by quantum-computing algorithms, while gold needs to be stored in a vault. Bitcoin's supply is limited, while the potential demand for it is from everyone on Earth.

Ed Yardeni

Time To Sell America?

Jan 26, 2026 4 min read paid

The financial press was flooded with "American Exceptionalism" narratives throughout 2023 and 2024, and into early 2025. The April 15, 2024 cover story of The Economist was titled, "Riding High: The lessons of American exceptionalism." On May 25, 2024, the cover story of The Economist was "The almighty dollar." It focused on the dollar's enduring global dominance. The "Sell America"

Ed Yardeni

ECONOMIC WEEK AHEAD: January 26–30

Jan 25, 2026 3 min read paid

Ed Yardeni

MARKET CALL: Geopolitical Risk-On Trade Causing Metals Meltup

Jan 25, 2026 5 min read paid

We've been predicting a meltup in the price of gold since early last year. It has turned into a meltup in the prices of all precious metals, many base metals, and rare earth minerals. The metals meltup is driving up the stock prices of several emerging markets ETFs that have heavy weightings in metal industries. This is all happening because rising geopolitical tensions are driving a military arms

Ed Yardeni
David Yardeni

Too Much Good Economic News?

Jan 22, 2026 4 min read

Investors have decided that the Greenland issue will be resolved now that there is a framework for resolving it. So far this year, they seem to be looking for greener pastures, as evidenced by the broadening of the bull market in stocks. Booming economic activity has provided plenty of greener pastures. There was plenty of good economic news today that should continue to bolster earnings and stock prices. Nevertheless, a

Ed Yardeni

From The 'Art Of The Deal' To The 'Concept Of A Deal' In One Day

Jan 21, 2026 3 min read paid

Just yesterday, we wrote that "the latest [stock market] pullback won't last long," partly because we "expect the Greenland issue will be resolved." It seemed resolved this afternoon when President Donald Trump said that he and NATO Secretary General Mark Rutte "formed the framework of a future deal with respect to Greenland." The President told CNBC that "we have a concept

Ed Yardeni

WEEKLY WEBCAST: On The Latest Geopolitical Consequences Of Donald Trump

Jan 21, 2026 1 min read paid

The EU finally inked a long-sought trade deal with a bloc of South American countries the very day that Trump slapped additional tariffs on EU countries opposing the US’s purchase of Greenland. William explains why the South American deal is a huge boon for Europe. … He also discusses geopolitical fallout from Trump’s move on Venezuela, including how it impedes China’s ambitions in South America, may ramp

Ed Yardeni

Troubles In Tokyo & Nuuk Hit Stocks & Bonds

Jan 20, 2026 3 min read paid

What do Tokyo and Nuuk have in common? They are the capital cities of Japan and Greenland. They are the two epicenters of the shocks that hit stock and bond markets worldwide today. In Tokyo, bond yields are soaring, suggesting that a debt crisis may be underway. In Nuuk, the locals are siding with Denmark in their opposition to President Donald Trump's plan to acquire Greenland "one

Ed Yardeni

ECONOMIC WEEK AHEAD: January 20–23

Jan 19, 2026 3 min read

This is one of those be-ready-for-anything weeks as wildcards abound for both US and global markets—most of them POTUS-related. Investors will be glued to screens for any news involving the Justice Department's investigation of Federal Reserve Chair Jerome Powell. In addition, on Wednesday, the Supreme Court hears arguments over Trump's attempt to fire Fed Governor Lisa Cook. Tariff developments could come

Ed Yardeni
William Pesek

MARKET CALL: So Far, So Good For Our Rebalancing Call

Jan 18, 2026 5 min read

Last year, in the December 7 QT, we wrote: "It no longer makes much sense for us to continue recommending overweighting the Information Technology and Communication Services sectors in an S&P 500 portfolio .... The same can be said about overweighting the United States in the All Country World MSCI portfolio." It was time to rebalance, in our opinion, because the two sectors accounted for a remarkable

Ed Yardeni

DEEP DIVE: 2025 Was Another Good Year For The Roaring 2020s!

Jan 17, 2026 7 min read

The following is an excerpt from our Morning Briefing dated January 12, 2025. US Economy I: Productivity Is Roaring Last week was a very good one for our Roaring 2020s scenario. That’s because last week’s batch of economic data supported our productivity-led economic boom narrative. Real GDP growth was very strong during the last three quarters of 2025. The growth rate of employment slowed dramatically. As a

Ed Yardeni

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