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The AI Trade
Two months ago at the World Economic Forum in Davos, Microsoft CEO Satya Nadella said, "All I know is,…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1373 posts
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Trump Slams On The Auto Tariff Brakes
President Trump's Wednesday night announcement of a 25% tariff on imports of foreign motor vehicles caused a selloff…
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Dr Ed's Video Webcast 3/26/25
The Fed’s Economic Forecast Versus The Consensus & Ours
Investors clearly fear a recession is coming—that’s what…
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3 min read
Losing Confidence
Consumers are feeling okay about the present situation, but they are losing their confidence in the future. The obvious cause…
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Helter-Skelter
"Helter-skelter" is a term used to describe disorderly haste, confusion, or chaos. That seems to be descriptive of…
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MARKET CALL: 'There Will Be Flexibility'
When President Donald Trump was asked on Friday about his tariff policies, he said: "I didn’t change my…
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ECONOMIC WEEK: March 24-28
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be…
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DEEP DIVE: The Valuation Problem
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 17, 2025.
Last Thursday, I visited with some…
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US Economy Is Still Resilient, But Tariffs Pose Risks
Today's batch of economic data releases was positive on balance but also suggests that Trump Tariff Turmoil 2.…
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Certainly Uncertain
Federal Reserve Chair Jerome Powell used the word "uncertainty" 16 times in his press conference today. We sympathize.…
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Dr Ed's Video Webcast 3/19/25
The Bull Versus The Bear Case
Will all the Trump turmoil deepen the recent stock market correction into a bear…
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'Liberation Day' Coming One Day After April Fools' Day
The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just…
