Monetary Policy - Yardeni QuickTakes

Another Awful Risk-Off Week

Paid Members – 1 min read

The bad news for the stock market this past week actually started on September 16 in the morning after FedEx delivered a terrible preannouncement about the current quarter. The package…

Sep 24, 2022

Fed Stays On Tightening Course

Public – 2 min read

The Fed lifted the federal funds rate range by 75bps to 3.00%-3.25%. Stocks sold off as Fed Chair Jerome Powell reiterated during his presser today the main…

Sep 21, 2022

The Chairman's Speech: What Will Jerome Powell Say?

Public – 2 min read

Have you heard? Fed Chair Jerome Powell will speak on Friday morning at the Federal Reserve Bank of Kansas City’s annual Economic Policy Symposium, which is held at a…

Aug 24, 2022

Inflation Is Global & Local

Public – 2 min read

Inflation has soared around the world over the past year. At first, last spring, it was attributed to “transitory” supply-chain problems that have turned out not to be transitory but…

Jul 1, 2022

More Central Bank Tightening

Paid Members – 1 min read

Don't fight the central banks when they are fighting inflation. Stock prices dropped today on news that the European Central Bank will end quantitative easing on July 1, then raise…

Jun 9, 2022