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Stocks Greet Liberation Day With Bronx Cheers
President Donald Trump and his guests at the Rose Garden today celebrated Liberation Day. Stock investors won't be…
Tariffs
26 posts
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Our New S&P 500 Earnings & Price Targets Under Trump's Reign Of Tariffs
Yesterday, we reduced the odds of our Roaring 2020s base-case scenario from 65% to 55% and raised the odds of…
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Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down
YRI Bulletin Board. Our colleague Eric Wallerstein is taking a leave of absence. He has accepted a position on the…
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LIBERATION WEEK: March 31-April 4
Trump's Reign of Tariffs will likely dominate the economic week ahead. The big event will occur on April…
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REPRINT: 'The Protectionist Road To Depression.' Déjà Vu All Over Again?
💡This is a timely reprint of a September 9, 1985 Topical Study by Edward Yardeni titled "The Protectionist Road…
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Trump Slams On The Auto Tariff Brakes
President Trump's Wednesday night announcement of a 25% tariff on imports of foreign motor vehicles caused a selloff…
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Helter-Skelter
"Helter-skelter" is a term used to describe disorderly haste, confusion, or chaos. That seems to be descriptive of…
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'Liberation Day' Coming One Day After April Fools' Day
The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just…
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Will Trump Tariff Turmoil Dim The Economy's Lights?
The stock market was whipsawed today by geopolitical developments. Stocks fell this morning when President Donald Trump announced a 50%…
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Are Tariffs Inflationary Or Deflationary? Are They Really ‘A Beautiful Thing?’
Until recently, the message from the bond market has been that tariffs are deflationary because they depress global economic activity.…
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Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
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MARKET CALL: Choppy Waters
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs…
