Yardeni QuickTakes (Page 4)

MARKET CALL: Stock P/Es Discounting Higher-For-Longer Oil Prices & Interest Rates

Mar 29, 2026 5 min read paid

The fog of war is getting thicker because of the likelihood of US boots on the ground (the "bog of war"). The US Department of War has deployed 15,000 troops to the war zone, raising the risks of a longer war and more American casualties, which will cause an uproar in the US. On Tuesday, March 3, we wrote: "We've been expecting a pullback

Ed Yardeni
Toby Hearst

ECONOMIC WEEK AHEAD: March 30-April 3

Mar 29, 2026 4 min read

This week will continue to be dominated by developments in the Middle East. On Friday, the US and Israel struck Iranian nuclear and steel facilities, with Iran retaliating across the Persian Gulf, while President Trump pushed back a deadline for Tehran to reopen the Strait of Hormuz or face further attacks on its power infrastructure. The escalation marked a sharp shift in tone from earlier in the week, when the

Toby Hearst
Ed Yardeni

Eurozone's Latest Energy Crisis

Mar 26, 2026 5 min read

NEWS FLASH: President Donald Trump postponed Obliteration Day again today, until Monday, April 6 at 8:00 pm EST. He said he is granting a request from the Iranian government to extend the pause on potential airstrikes on Iran's power plants by an additional 10 days. That will prolong uncertainty and volatility in the financial markets. It also means oil prices will remain elevated for at least another

Ed Yardeni
Elias Griepentrog

Gold, Oil, Stocks & Bonds In The War

Mar 25, 2026 3 min read paid

President Donald Trump must believe that the war will be over soon. The White House announced today that he will meet with Chinese President Xi Jinping in Beijing on May 14 and 15. The Iranians responded to Trump's 15-point peace plan today with a list of five conditions, according to Press TV, including reparations, sovereignty over the Strait of Hormuz, and no more assassinations. Interestingly, they didn'

Ed Yardeni

WEEKLY WEBCAST: From Powell To Warsh

Mar 25, 2026 1 min read paid

Kevin Warsh, President Trump’s nominee to replace Fed Chair Powell, no doubt will lean toward dovish policy-making, under pressure from the President to convince the rest of the FOMC to err on the side of easing. But the timing of Warsh’s confirmation is uncertain. Today, Dr Ed along with our new contributing editor Elias Griepentrog take us on a thought experiment: Under three alternative scenarios for the length

Ed Yardeni

'Obliteration Day' Was Postponed. Time To Buy Stocks?

Mar 24, 2026 4 min read paid

Stocks rallied on Monday because President Donald Trump postponed his 48-hour ultimatum on Saturday to "obliterate" Iran's power plants if the country doesn't fully open the Strait of Hormuz. Yesterday, he extended the deadline by five days, until Friday, while talks with Iran continue. Investors and traders recall that stocks soared on April 9, 2025, an hour before the stock market closed after Trump

Ed Yardeni

Thanks For The Memory

Mar 23, 2026 4 min read paid

We are taking a break from the war. We may wait until Friday to update our views on its likely impact on the global economy and financial markets. This morning, President Donald Trump triggered a relief rally in the stock market by postponing his threatened attack on Iran's power plants, scheduled for today, until the end of the week. He added that the US is negotiating with Iran.

Ed Yardeni
Toby Hearst

ECONOMIC WEEK AHEAD: March 23-27

Mar 22, 2026 4 min read

The week ahead is all about oil prices. As the Iran war enters its fourth week, the soaring price of crude has rapidly upended economic forecasts and shifted expectations for central bank policy. Nowhere more so than at the Fed. In barely a week, bond traders have swung from expecting rate cuts to pricing in roughly a 50% probability of a tightening move by October. In Europe, the financial markets

Ed Yardeni
William Pesek
Toby Hearst

MARKET CALL: Odds Of A Longer War Increasing As Trump Set To Declare Victory

Mar 22, 2026 5 min read paid

Is the fog of war thinning or thickening? President Donald Trump has suggested that he is getting ready to declare victory. However, the Iranians have been at war with the US and Israel for 47 years and are showing no signs of ending it. On Friday night, Trump posted on Truth Social that the US is "getting very close to meeting our objectives" and is considering "winding

Ed Yardeni

Why Is Gold Melting?

Mar 19, 2026 4 min read

There's plenty of geopolitical risk today, along with higher global inflation and larger US federal budget deficits ahead. Yet, the price of an ounce of gold is down sharply today. It fell to an intraday low of $4508 per ounce at 9:02 am EST, down from a recent closing high of $5311 on Monday, March 2, two days after the start of the current war in the

Ed Yardeni

Did Powell Trigger A Taper Tantrum In The Stock Market Today?

Mar 18, 2026 4 min read paid

The fog of war is back. Oil prices jumped today after Israel attacked Iran's largest gas processing facility. Iran's Revolutionary Guard threatened to strike oil facilities in Saudi Arabia, the United Arab Emirates, and Qatar. Qatar then reported that Iranian missile strikes had damaged a key liquefied natural gas export facility. Early this morning at 2:17 a.m. EST, the price of a barrel of

Ed Yardeni
Toby Hearst

WEEKLY WEBCAST: Is Less Dire Strait Easing Market Fears? (with special guest Eric Wallerstein)

Mar 18, 2026 1 min read paid

The energy and financial markets are taking the war in the Middle East remarkably well, all things considered. Investors seem to believe that the war will be short-lived and perhaps are focusing on the bright side: The lost physical supplies of oil are maybe half as much as they could have been, partly because Iran is still allowing tankers from friendly nations to pass through the Strait of Hormuz. Today,

Ed Yardeni

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