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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,…
Eric Wallerstein
Eric joined YRI in 2024 after reporting on bonds at The Wall Street Journal and working as an analyst at the NY Fed. He studied economics, finance, and politics at Bucknell University.
339 posts
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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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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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DEEP DIVE: The Valuation Problem
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 17, 2025.
Last Thursday, I visited with some…
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US Economy Is Still Resilient, But Tariffs Pose Risks
Today's batch of economic data releases was positive on balance but also suggests that Trump Tariff Turmoil 2.…
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Certainly Uncertain
Federal Reserve Chair Jerome Powell used the word "uncertainty" 16 times in his press conference today. We sympathize.…
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Dr Ed's Video Webcast 3/19/25
The Bull Versus The Bear Case
Will all the Trump turmoil deepen the recent stock market correction into a bear…
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'Liberation Day' Coming One Day After April Fools' Day
The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just…
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Was That The Bottom?
The S&P 500 and the Nasdaq might have bottomed on Thursday, but we doubt it for reasons we…
