Video Webcasts

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

WEEKLY WEBCAST: ‘It’s Always Something’

Jul 2, 2025 1 min read paid

Though the stock market is back on record-high ground after a couple of big worries have dissipated, investors remain wary, sentiment readings show. Slowing economic activity has ascended to the top of their worry list. Today, Dr Ed examines how worrisome it is. True, some key recent economic indicators have come in weaker than expected. But that suggests a soft patch, nothing worse. The recent outperformance of four cyclical sectors

Ed Yardeni

WEEKLY WEBCAST: Americans Are Still Working For A Living

Jun 11, 2025 1 min read paid

Over the past three and a half years, the US economy has defied the recession expectations of many, remaining uncommonly resilient in the face of stress tests including Fed tightening, an oil price spike, and most recently Trump’s Tariff Turmoil. The economy’s strength despite these formidable challenges supports our base-case Roaring 2020s scenario (to which we assign 75% odds) and our still bullish S&P 500 targets.

Ed Yardeni

WEEKLY WEBCAST: China’s Currency & Japan’s Stocks

Jun 4, 2025 1 min read paid

Trump’s Tariff Turmoil has undermined the US’s credit worthiness and unsteadied the dollar. For countries harboring currency-dominance aspirations, that’s been a blessing in disguise. Today, William explains why China’s aspirations for the yuan won’t bear fruit anytime soon. … Also: The opportunity China is jumping on to recast itself as the world’s protector of globalization. … And: Japan’s stock market has been on a tear

Ed Yardeni

WEEKLY WEBCAST: Japan’s Brawl With The Bond Vigilantes

May 28, 2025 1 min read paid

After last week’s portentous Japanese government bond auction, in which demand was so weak as to be off the charts, William explains what went wrong and why. Contributing factors included the BOJ’s halted tightening owing to “tariff haze,” the Prime Minister’s unfortunate remark likening the nation’s fiscal situation to that of Greece, and vestiges of Japan’s economic past. But having Japan-specific causes doesn’t detract

Ed Yardeni
William Pesek

Dr Ed's Video Webcast 5/21/25

May 21, 2025 1 min read paid

Meltup In Stocks Or Meltdown In Bonds? Two scenarios to put on your radar: Bond prices might melt down if the Bond Vigilantes are roused by the downgrading of the US’s sovereign debt rating and/or the prospect that Trump’s tax-cut bill worsens the federal budget deficit outlook and/or tariff-related inflation. But a bond market meltdown could force Washington to set the US onto a more sustainable

Ed Yardeni

Dr Ed's Video Webcast 5/14/25

May 14, 2025 1 min read paid

Earnings & Valuation Under Trump 2.0 So Far Even though Q1 earnings were fabulous, most economists, industry analysts, and corporate managements have low hopes that Trump’s Tariff Turmoil won’t dunk the US economy into a recession this year. Not us: We’re counting on the economy’s resilience. Today, Dr Ed discusses why the widely expected recession, like others in recent years, will be a no-show. Hard-to-ignore

Ed Yardeni

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