Trump

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ECONOMIC WEEK: January 20–24

Jan 20, 2025 3 min read

The week ahead will be light on economic indicators and heavy on executive orders (EOs). While the markets are closed on Monday for MLK Day, President Donald Trump will be inaugurated into office for his second term. Out of the gate, Trump 2.0 is likely to target tariff, immigration, regulatory, energy, and cultural issues with a deluge of EOs. Bitcoin might get a huge boost this week if Trump

Ed Yardeni
Eric Wallerstein

MARKET CALL: Crosscurrents & Riptides

Dec 29, 2024 3 min read paid

January could start the year off with some volatility in the bond and stock markets. There are lots of fundamental and technical crosscurrents and a few possible riptides. The Q4 earnings reporting season during January should show a solid increase in S&P 500 operating earnings per share of at least 8.5% y/y (chart). We expect closer to a 10.0% increase since positive earnings surprises regularly

Ed Yardeni
Eric Wallerstein