paid
Stock Market Vigilantes On The Warpath
The Stock Market Vigilantes have spoken. They don't like tariffs, and they don't like mass firings…
Ed Yardeni
Dr Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations.
1292 posts
•
paid
paid
MARKET CALL: Investing Without A Trump Or Powell Put
Anything is possible in Trump World. We can't rule out the possibility that a bear market started on…
paid
ECONOMIC WEEK: March 10-14
After several weeks of a growth scare, the attention this week will shift back to inflation. The new scare could…
public
DEEP DIVE: Trump Turmoil 2.0 Raises Odds Of A Recession
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 5, 2025.
Strategy I: Trump Turmoil 2.0.…
paid
Layoffs Rising According To Challenger Report. Is That Alarming?
We raised the odds of a recession on March 4 from 20% to 35%. Today's Challenger Report showed…
public
IN 10 CHARTS: Moving Markets
(1) Will S&P 500 indexes find support at their 200-day moving averages? We think so. Sentiment is quite…
paid
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.…
paid
Dr Ed's Video Webcast 3/5/25
Testing The Resilience Of The US Economy
We continue to bet on the resilience of the American economy. Yes, the…
paid
Are Odds Of A Bear Market Rising? Will Earnings Save The Day?
We've been betting on the resilience of the US economy and earnings to keep the bull market going.…
paid
Getting Dizzy? Buy Gold.
Stock prices are falling because Trump Turmoil 2.0 is making investors dizzy. Just today, President Donald Trump confirmed that…
paid
DEEP DIVE: Negative GDP Math Doesn't Add Up
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 3, 2025.
The latest economic indicators aren’t…
public
ECONOMIC WEEK: March 3–7
February's batch of economic indicators for January was mostly downbeat, the sort of numbers suggestive of a severe…
