GDP

ECONOMIC WEEK AHEAD: June 22-26

Jun 21, 2026 4 min read

The US economic calendar is mostly quiet this week, but Thursday packs a heavy data load: final Q1-2026 GDP, May PCED, May durable goods orders, and weekly jobless claims. Lots of Fedspeak will be provided by FOMC participants this week. They will not lack for opinions to compare with those Fed Chair Warsh expressed in his debut presser last week. Globally, the Bank of Canada's Tiff Macklem

Ed Yardeni
Toby Hearst

Geopolitical Release Valve Taking Pressure Off Resilient Economy

Jun 19, 2026 4 min read

The US-Iran interim peace deal is shaky; but if it holds, it will end the US blockade of Iranian ports and reopen the Strait of Hormuz to commercial shipping. Now comes a 60-day negotiating period to hammer out a permanent agreement, centered on restricting Iran's nuclear program. The price of Brent crude oil extended its sharp decline following the peace deal announcement, with markets pricing in

Ed Yardeni
Elias Griepentrog

Bull Jumping In Crete

Jun 11, 2026 4 min read paid

Greetings from Greece. My colleagues, Elias and Toby, have been writing the QTs this week while my wife and I are vacationing in Crete and Santorini. The weather, food, and people are great. In Crete, we visited the ruins of the Palace at Knossos. It was the ceremonial and political center of the Minoan civilization and culture that thrived during the Bronze Age. We learned that for fun, Minoans enjoyed

Ed Yardeni
Elias Griepentrog

ECONOMIC WEEK AHEAD: May 25-29

May 24, 2026 3 min read

The US financial markets are closed on Monday for Memorial Day, and the holiday-shortened week is light on economic data releases. On Thursday, the second estimate of Q1-2026 GDP will be reported alongside April's core PCED, the Fed's preferred inflation gauge. Eight Fed officials speak over the week. With little fresh data to help investors gauge whether the FOMC is turning more hawkish, they’

Ed Yardeni
Toby Hearst

Mindboggling: Quantum Computing + AI + Resilient Economy

May 21, 2026 4 min read

The Department of Commerce signed letters of intent to invest $2 billion in federal incentives under the CHIPS and Science Act across nine quantum computing and hardware companies. Rather than issuing traditional research grants, the Trump administration is taking minority equity stakes in these companies in exchange for the capital, continuing a broader policy shift toward direct government ownership in strategically critical sectors (similar to previous moves with Intel and

Ed Yardeni
Elias Griepentrog

The Roaring 2020s Express Train

Apr 30, 2026 5 min read

Why is the stock market continuing to make new highs? It's doing so because corporate earnings are doing the same, as the economy continues to speed along without stopping for a recession. The latest batch of data certainly drove the stock market higher today, confirming that we are still riding the rails on the Roaring 2020s Express. Nothing seems to stop or derail this train. (1) GDP. The

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

Apocalypse Now, Not! Lowering Recession Odds.

Apr 7, 2026 4 min read paid

Two hours before his latest deadline, President Donald Trump canceled Obliteration Day. He agreed tonight to a two-week ceasefire with Iran. The deal was brokered by Pakistan. Trump confirmed the US had received a 10-point proposal from Iran as a basis for negotiating a permanent peace agreement. Israel separately agreed to suspend its bombing during negotiations. The market reaction was swift. Crude oil prices tumbled, while S&

Ed Yardeni
Elias Griepentrog

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

4724: The Year Of The Fire Horse

Feb 19, 2026 4 min read

Happy Lunar New Year! Last year was the Year of the Wood Snake, according to the Chinese Zodiac. In Chinese culture, the Snake is often seen as a symbol of wisdom, intuition, and transformation. The Horse is one of the most beloved zodiac signs. It is a powerful symbol of energy, freedom, and rapid success. Because the Horse is a social and high-spirited animal, its year is usually expected

Ed Yardeni
Toby Hearst

Too Much Good Economic News?

Jan 22, 2026 4 min read

Investors have decided that the Greenland issue will be resolved now that there is a framework for resolving it. So far this year, they seem to be looking for greener pastures, as evidenced by the broadening of the bull market in stocks. Booming economic activity has provided plenty of greener pastures. There was plenty of good economic news today that should continue to bolster earnings and stock prices. Nevertheless, a

Ed Yardeni

From The 'Art Of The Deal' To The 'Concept Of A Deal' In One Day

Jan 21, 2026 3 min read paid

Just yesterday, we wrote that "the latest [stock market] pullback won't last long," partly because we "expect the Greenland issue will be resolved." It seemed resolved this afternoon when President Donald Trump said that he and NATO Secretary General Mark Rutte "formed the framework of a future deal with respect to Greenland." The President told CNBC that "we have a concept

Ed Yardeni

Page 1 of 6