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Unsettling Economic Policy Conditions Starting To Unsettle The Economy
Today's batch of economic indicators shows a few signs that Trump Turmoil 2.0 started to weigh on…
Unlock Your Financial Potential
Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market. Posted by Dr Ed Yardeni and his research team.
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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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The AI Trade
Two months ago at the World Economic Forum in Davos, Microsoft CEO Satya Nadella said, "All I know is,…
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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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Dr Ed's Video Webcast 3/26/25
The Fed’s Economic Forecast Versus The Consensus & Ours
Investors clearly fear a recession is coming—that’s what…
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3 min read
Losing Confidence
Consumers are feeling okay about the present situation, but they are losing their confidence in the future. The obvious cause…
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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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MARKET CALL: 'There Will Be Flexibility'
When President Donald Trump was asked on Friday about his tariff policies, he said: "I didn’t change my…
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ECONOMIC WEEK: March 24-28
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be…
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