ADP Employment

ECONOMIC WEEK AHEAD: July 20-24

Jul 18, 2026 3 min read

The week ahead is light on economic data. The entire week falls inside the Fed's blackout period ahead of the July 28-29 FOMC meeting, so there's no Fedspeak to parse before the committee revisits the current 3.50%-3.75% funds rate range. Odds are that the committee's statement will remain hawkish but postpone any rate hiking. On the other hand, the earnings

Ed Yardeni
Toby Hearst

Powell's Swan Song

Apr 28, 2026 4 min read paid

Tomorrow at 2:30 p.m., Jerome Powell will sing his swan song. That will be his last press conference after the latest FOMC meeting. The Senate Banking Committee is scheduled to confirm the nomination of Kevin Warsh to replace Powell tomorrow. The Senate could move to a final vote shortly thereafter. Powell will likely explain why the FOMC is unlikely to lower the federal funds rate any time soon.

Ed Yardeni
Elias Griepentrog

Power Vacuum In Iran Isn't Fazing US Economy

Apr 21, 2026 4 min read

What if the US won the war, but Iran can't surrender because no one is in charge over there? To make a deal, President Donald Trump needs someone to deal with. He was hoping to strike a deal this week in Islamabad, but the Iranians declined to meet because they are too busy fighting among themselves. Indeed, Trump, today, said that he extended the ceasefire because "the

Ed Yardeni
Elias Griepentrog

AI Disrupts Financials. Bad Data Misleads On Economy.

Feb 10, 2026 3 min read paid

AI is an extremely disruptive technology. It has already turned on its masters: The software stocks have been pounded by fears that AI will make coders redundant (chart). Now it is turning on the financial industry. The most direct hit today comes from news that Altruist, a wealth management startup, has launched new AI-enabled tax planning features. This has sparked a "sell first, ask questions later" reaction

Ed Yardeni

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ECONOMIC WEEK AHEAD: July 20-24

Powell's Swan Song

Power Vacuum In Iran Isn't Fazing US Economy

AI Disrupts Financials. Bad Data Misleads On Economy.