Video Webcasts

WEEKLY WEBCAST: Meet Bonnie

Oct 1, 2025 1 min read paid

Our Roaring 2020s outlook has been on target since the beginning of the decade. Over the past two quarters, GDP growth and consumer spending have been robust, and the recession widely anticipated for three years and as recently as April never showed. The Fed’s September interest-rate cut—made proactively in response to weak payroll stats—was probably a mistake that could stoke price inflation and financial speculation. While unemployment

Ed Yardeni

WEEKLY WEBCAST: Is The Fed’s Policy Restrictive?

Sep 24, 2025 1 min read

The Fed’s 25-basis-point cut in the federal funds rate last week doesn’t change our S&P 500 price targets or our subjective probabilities of a meltup (25% odds) or correction (20%) by year-end. Today, Dr Ed explores the reactions to the rate cut in the markets for stocks, bonds, the dollar, and gold as well as the significant takeaways from the FOMC’s September 17 meeting. Notably,

Ed Yardeni

WEEKLY WEBCAST: An Open Letter to Scott Bessent

Sep 17, 2025 1 min read paid

A recent article by Treasury Secretary Scott Bessent takes aim at the Fed for its use of unconventional monetary tools and its mission creep. Today, Dr Ed addresses the Treasury secretary in an open letter, detailing where they agree and diverge on the Fed’s role and what monetary and fiscal policies are needed to sustain the Roaring 2020s scenario that both support. While an original aim of the Fed

Ed Yardeni

WEEKLY WEBCAST: The Good, The (Not So) Bad & The (Relatively) Ugly

Sep 10, 2025 1 min read paid

Our Roaring 2020s economic scenario and expectations for inflation and the labor market suggest that the Fed probably shouldn’t cut interest rates this year, although one cut might be warranted if upcoming inflation reports are more subdued than we expect. Yet a rate cut next week, after the FOMC meets Wednesday, is practically a foregone conclusion. Stimulating an economy that doesn’t need stimulation won’t create more workers

Ed Yardeni

WEEKLY WEBCAST: What Could Possibly Go Wrong (with special guest Jim Lucier of Capital Alpha)

Sep 3, 2025 1 min read paid

September has a long history of being a tough month for the stock market. This has been particularly true over the past decade, based on the average year-to-date percentage change in the S&P 500 during Septembers (chart). But when September was weak in the past, it often provided buying opportunities for year-end rallies. ❇️Exclusive Early Access for Paid Members: Below, you'll find Dr. Ed's

Ed Yardeni

WEEKLY WEBCAST: The Chair Has Spoken

Aug 27, 2025 1 min read

Fed Chair Powell’s eagerly awaited speech at the Fed’s Jackson Hole Symposium on Friday fanned stock investors’ hope that the FOMC would lower the federal funds rate in September—despite Powell’s hedges and the fact that upcoming data releases will figure into the decision. Notably absent in his speech was mention of the Fed’s need to maintain financial system stability if it is to achieve either

Ed Yardeni

WEEKLY WEBCAST: Another Candidate For Fed Chair

Aug 20, 2025 1 min read paid

Dr Ed is sticking to his guns: He has contended since early last year that the US economy is too resilient and inflation is not close enough to 2.0% for Fed officials to muck around with easing. The widespread expectation that they will ease anyway in September is lifting stocks, and the actual event may cause a stock market meltup. The bond market’s reaction to unwarranted easing is

Ed Yardeni

WEEKLY WEBCAST: Relax, Folks: Jobs Report Was OK

Aug 6, 2025 1 min read paid

Yes, payroll employment rose less than expected in July, and, yes, revisions pegged it lower than initially thought during May and June. That doesn’t mean demand for labor has slacked off, as the extreme reactions of the financial markets suggested. The payroll weakness says more about the supply of labor than demand for it. Indeed, the two are in balance, which Fed Chief Powell even said last week. Other

Ed Yardeni

WEEKLY WEBCAST: Update On The Roaring 2020s

Jul 30, 2025 1 min read paid

With special guest Jim Lucier of Capital Alpha Partners Halfway through the decade, our Roaring 2020s investment theme remains on track. The US economy continues to prove remarkably resilient, supported by the robust spending of businesses and consumers, especially Baby Boomers. So far this year, it has been acing the stress tests of Trump’s trade policies. If the final years of the decade pan out as expected, Dr Ed

Ed Yardeni

WEEKLY WEBCAST: Foreigners LOVE American Securities

Jul 23, 2025 1 min read paid

Like Blanche DuBois, the US Treasury has been dependent on the kindness of strangers, particularly foreign investors. Doomsters warn that foreign investors are losing their confidence in US Treasuries and in the US dollar. Yet, the Treasury’s latest TICS data show that they remain strong buyers of US debt. In addition, they’ve bought a record amount of US equities over the past 12 months. Dr Ed reviews the

Ed Yardeni

WEEKLY WEBCAST: Trump’s Reign Of Tariffs Ain’t Over

Jul 16, 2025 1 min read paid

We had expected that Trump’s Tariff Turmoil would have subsided by now, and investors probably assumed the same since the financial markets have been so okay with it all in recent weeks. But the resilience of the economy, the moderation of inflation, and the calmness of the markets seem to have emboldened the President: He has not relented on his tariff war with the world as expected by now

Ed Yardeni

WEEKLY WEBCAST: Trump & Bessent Versus Powell & The Bond Vigilantes

Jul 9, 2025 1 min read paid

President Trump is determined to lower the interest paid on government debt one way or the other. One way is replacing Fed Chair Powell with a Trump loyalist who tries to convince the rest of the FOMC that the federal funds rate must fall, the data be damned. Another involves replacing maturing long-term Treasury bonds with short-term Treasury bills until long-term bond yields fall enough to refinance advantageously. Such “Yield

Ed Yardeni

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