Crude Oil

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

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

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

Oil Shock Is Latest Test Of US Economy's Resilience

Mar 17, 2026 3 min read paid

The latest crude oil price spike has drawn comparisons to previous similar spikes (charts). There were six of them before the current one, since 1970. The first five coincided with recessions. The two during the 1970s caused two recessions and boosted inflation, resulting in a lost "stagflationary" decade for the stock market. The previous spike in 2022 coincided with a bear market in stocks, but there was no

Ed Yardeni
Toby Hearst

Policymakers Trying To Cap Gushing Oil Fears

Mar 9, 2026 3 min read

Oftentimes, when the financial markets are hit by bad news, policymakers scramble to calm them. That happened today in response to last night's soaring oil prices (chart). (1) G7 response. To address the market turmoil following the escalation of the conflict in the Middle East, the G7 Finance Ministers and Central Bank Governors held an emergency virtual meeting today. The group's primary strategy was to signal

Ed Yardeni

GEOPOLITICS: The Clock Is Ticking In The Middle East

Feb 27, 2026 3 min read

The US has assembled its largest military presence in the Middle East since 2003, including two aircraft carriers and F-22 stealth fighters. Indirect talks in Geneva between US envoys (Steve Witkoff and Jared Kushner) and Iranian officials ended Thursday without a breakthrough. The Trump administration has warned of "drastic consequences" if Iran does not make significant nuclear concessions. Israel has opened bomb shelters and warned Lebanon that its

Ed Yardeni

It's Been A Long Year Already

Jan 13, 2026 3 min read paid

Ed Yardeni

Keeping An Eye On The Price Of Crude Oil

Dec 15, 2025 3 min read paid

All eyes will be on tomorrow's US employment report for November. That will obviously be our focus too. However, we will also be monitoring the price of a barrel of Brent crude oil regularly tomorrow and in coming days. That's because it seems to be on the verge of slipping below $60 (chart). Why does that matter? From a technical perspective, it might signal a significant

Ed Yardeni

Ceasefire

Jun 23, 2025 3 min read

This morning, Iran launched a missile attack on the US military's Al Udeid Air Base in Qatar in retaliation for US airstrikes on Iranian nuclear facilities the previous day. The attack involved short- and medium-range ballistic missiles, with Qatar reporting that its air defenses intercepted most of them, and no casualties were reported. Earlier in the day, President Donald Trump thanked Iran for giving the United States advance

Ed Yardeni

MARKET CALL: In The Middle Of The Middle East

Jun 15, 2025 3 min read paid

Israel is in the middle of the Middle East. Iran's Mullahs have been threatening Israel's existence since they overthrew the Shah of Iran in February 1979. There has been a covert war between the two since then. It turned more overt last year and escalated on Friday when Israel launched a preemptive strike targeting nuclear facilities (Natanz, Khondab, Fordow), military installations, and residences of senior officials

Ed Yardeni

Stop The World—We Want To Get Off!

May 7, 2025 3 min read paid

Ed Yardeni
William Pesek

POTUS Blinks

Apr 23, 2025 3 min read paid

President Donald Trump blinked. So stock prices rose. Late Tuesday, he said that he has "no intention" of firing Jerome Powell, whose term as Fed chair will end in May 2026. That's after berating Powell for the past few days and threatening to fire him. Furthermore, Trump appeared to soften his stance on the US-China trade war on Tuesday, telling an Oval Office press conference that

Ed Yardeni

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