Consumer Sentiment

ECONOMIC WEEK AHEAD: April 6-10

Apr 5, 2026 3 min read

This week will continue to be dominated by developments in the Middle East, though a heavy slate of data releases—including the FOMC March Minutes, February personal income, and March CPI—will compete for attention. President Trump confirmed Wednesday night that the United States could conclude its involvement in the Iran War within two to three weeks, providing an exit ramp from a conflict that has roiled energy markets since

Ed Yardeni
Toby Hearst

Stocks: Was That The Bottom On Monday?

Apr 2, 2026 4 min read

On Tuesday night, we suggested that the S&P 500 might have bottomed on Monday, with a pullback of 9.1% (i.e., just under a 10% correction) from its January 27 record high. Tuesday's strong equity rally was triggered by reports that the US had found an exit ramp from its war with Iran. Wednesday night, President Donald Trump confirmed that the US would exit in

Ed Yardeni
Elias Griepentrog

Another Yo-Yo Day In The Markets

Jan 29, 2026 3 min read paid

In a recent press interaction in Iowa on Tuesday, President Trump made headlines by using the "yo-yo" metaphor to describe his perceived influence over the US dollar. When asked about the dollar's recent slump to a four-year low, he dismissed concerns, saying, "I could have it go up or go down like a yo-yo." The comments immediately rattled currency markets. The Bloomberg Dollar Spot

Ed Yardeni

Reality Check

Oct 28, 2025 3 min read paid

Shares of Nokia soared by 23% today after the telecom equipment provider announced a billion-dollar partnership with artificial intelligence (AI) giant Nvidia. As part of the deal, Nvidia plans to invest $1 billion in Nokia in exchange for a 2.9% stake in the Finnish networking pioneer. Yardeni Research is seeking an investment from Nvidia. The funds will be used to build a data center in Dr Ed's

Ed Yardeni

Waiting For The Chair To Speak

Aug 21, 2025 3 min read paid

Stock and bond prices have been marking time over the past couple of weeks, waiting for Fed Chair Jerome Powell to speak tomorrow at 10 a.m. at the Jackson Hole Symposium. Meanwhile, today's batch of economic indicators supports our view that a Fed rate cut may not be warranted at the September 16-17 meeting of the FOMC if the other indicators released in the coming days also

Ed Yardeni

Semiconductors Leading The Stock Market Higher

Jun 25, 2025 3 min read paid

Since the start of the current bull market during October 2022, we recommended overweighting the S&P 500 Information Technology sector and have been especially positive on the S&P 500 Semiconductor industry. We stuck with that recommendation during the correction in the S&P 500 from February 19 through April 8. In recent days, the industry's stock price index rose to new record highs

Ed Yardeni

Will Trump Tariff Turmoil Dim The Economy's Lights?

Mar 11, 2025 3 min read paid

The stock market was whipsawed today by geopolitical developments. Stocks fell this morning when President Donald Trump announced a 50% tariff on Canadian steel and aluminum. They then recovered after Ukraine agreed to a US-proposed ceasefire deal (pending Russia's acceptance). Incremental progress on a tariff-avoiding deal between the US and Canada late in the day provided an additional boost. But stock prices still closed down a bit for

Ed Yardeni

Long Face

Apr 24, 2024 2 min read paid

A horse walks into a bar. Bartender asks, "Why the long face?" In the stock market, there are more long faces recently: (1) The Investor Intelligence Bull-Bear Ratio fell for the third week to 2.15 this week after climbing to 4.43 three weeks ago—which was the highest reading since February 5, 2018 (chart). (2) Turning to the AAII Sentiment survey (as of April 18), pessimism

Ed Yardeni

Is Santa Making A Comeback?

Dec 21, 2022 1 min read paid

Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a hard landing with free-falling earnings. So did a better-than-expected rebound in December's preliminary reading on the Consumer Sentiment Index (chart).

Ed Yardeni

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