Public ECONOMIC WEEK AHEAD: September 29 - October 3 Sep 28, 2025 3 min read Monthly employment reports have been suspenseful enough in recent months, but the real drama surrounding September's hotly anticipated figures is whether they will even be released on Friday. They won't be if the government shuts down on October 1 amid partisan bickering. Assuming the data come out, we expect them to show that the economy remains more buoyant than the conventional wisdom acknowledges given how surprised Ed Yardeni William Pesek
Public ECONOMIC WEEK AHEAD: May 12 - 16 May 11, 2025 4 min read The coming week is jampacked with several April economic indicators and a couple of May regional business surveys. On balance, they should show that the soft data turned even softer mostly in response to Trump's Tariff Turmoil. The hard data are likely to be mixed, though consumer-related indicators should show resilience. The week's headline inflation indicators may be subdued by stable energy prices, while the core Ed Yardeni
Paid The Economic Week Ahead: April 10-14 Apr 9, 2023 1 min read paid The banking crisis is bound to keep investors on edge. This week, the big banks will report their earnings. Last week, in his annual letter to JPMorgan Chase shareholders, Jamie Dimon wrote "the crisis is not yet over." The other executives at the major banks are likely to say the same during their earnings conference calls later this week. The magnitude of their concern will be revealed by Ed Yardeni
Public The Economic Week Ahead: March 27-31 Mar 25, 2023 2 min read More important than any economic indicators this week will be whether there is more bad news indicating that the banking crisis is far from over. No news would be good news. That's what we're rooting for. We are expecting some bad news from the March regional business surveys conducted by the Federal Reserve Banks of Dallas (Mon) and Richmond (Wed), confirming the recessionary readings of the Ed Yardeni
Public The Economic Week Ahead: March 20-24 Mar 19, 2023 2 min read The FOMC always seems to take center stage in the financial markets these days, and will certainly do so on Wednesday, when the next two-day meeting of the FOMC will end around noon. It will be followed by the release of the FOMC's statement at 2:00 pm and Fed Chair Powell's presser at 2:30 pm. He should be less hawkish than he was during Ed Yardeni
Paid The Economic Week Ahead: March 13-17 Mar 12, 2023 2 min read paid This week will be jam-packed with economic indicators. More important will be how government regulators deal with the SVB debacle so that it doesn't turn into an economy-wide disintermediation disaster in the event that uninsured deposits are withdrawn and parked in Treasuries instead. Our bet is that the Fed and the FDIC will act quickly to keep this from happening. For the sake of financial stability, the Fed Ed Yardeni
Public The Economic Week Ahead, Feb. 27 - Mar. 3 Feb 26, 2023 1 min read The economic indicators this week are likely to confirm that the economy is experiencing a rolling recession. Single-family housing is still in a recession. That's likely to be confirmed by January's pending existing home sales (Mon) and 2/24 mortgage applications (Wed). Manufacturing growth stalled last year through January. February's Dallas and Richmond Fed regional business surveys (Mon & Tue)--along with last week& Ed Yardeni
Public The Economic Week Ahead, Feb. 21-24 Feb 20, 2023 2 min read The holiday-shortened week is a light one for economic indicators. The BIG number will be January's PCED inflation rate, which will be released along with personal income on Friday. The month's CPI was higher than expected , though the y/y inflation rate continued to disinflate. The PCED inflation rate tends to be lower than the CPI inflation rate (chart). That's because rent of shelter Ed Yardeni
Paid The Economic Week Ahead, Feb. 13-17 Feb 12, 2023 2 min read paid Financial markets are likely to be action packed this week because the economic calendar is jampacked with key economic indicators that will impact the debate about both the economic and inflation outlooks, and their impact on Fed policy. The inflation action starts on Monday with January's FRBNY consumer inflationary expectations survey likely to show some more moderation in the one-year ahead series (chart). January's CPI (Tue) Ed Yardeni
Paid The Economic Week Ahead, Feb. 6 - 10 Feb 5, 2023 2 min read paid The FOMC's blackout period ended on Friday. So we can look forward to lots of chatter from the Fed heads until the start of the next period on March 11. They are likely to parrot Fed Chair Jerome Powell's moderately less hawkish outlook for monetary policy, as he explained it at his presser last Wednesday: Inflation is moderating for goods, but not yet for services. So Ed Yardeni
Paid The Economic Week Ahead, Jan. 30 - Feb. 3 Jan 29, 2023 1 min read paid The FOMC meets on Tuesday and Wednesday. Odds are the committee will vote for a 25bps federal funds rate hike to 4.50%-4.75%. Odds are that Fed Chair Jerome Powell at his Wednesday afternoon presser will continue to sound hawkish even though economic growth is slowing and inflation is moderating. This week will also be jampacked with employment indicators. January's Consumer Confidence (Tue) is likely to Ed Yardeni
Paid The Economic Week Ahead: January 23-27 Jan 22, 2023 2 min read paid The Federal Open Mouth Committee is giving us a break. Their blackout period started on Saturday. We won't hear from them again until February 1 at 2:30 p.m. That's when Fed Chair Jerome Powell will hold a presser following the latest FOMC meeting. Meanwhile, corporate managements will have a lot to say during their current earnings reporting season. This week is packed with potentially Ed Yardeni