paid Week Ahead • 3 min read ECONOMIC WEEK: APRIL 7-11 While Trump's tariffs will likely dominate the headlines, the economic week ahead will also focus on the inflationary…
paid Tariffs • 3 min read More Bad News Caused By Trump Turmoil 2.0 Trump Tariff Turmoil 2.0 has caused a stock market selloff that is in full swing. The Nasdaq fell around…
public Tariffs • 3 min read Stocks Greet Liberation Day With Bronx Cheers President Donald Trump and his guests at the Rose Garden today celebrated Liberation Day. Stock investors won't be…
public S&P 500 Earnings • 4 min read 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…
public Trump 2.0 • 11 min read 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…
paid Week Ahead • 3 min read 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…
public Great Depression • 20 min read 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…
public Autos • 2 min read 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…
public Tariffs • 3 min read Helter-Skelter "Helter-skelter" is a term used to describe disorderly haste, confusion, or chaos. That seems to be descriptive of…
paid Tariffs • 3 min read '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…
paid Economy • 3 min read Will Trump Tariff Turmoil Dim The Economy's Lights? The stock market was whipsawed today by geopolitical developments. Stocks fell this morning when President Donald Trump announced a 50%…
paid Trump 2.0 • 3 min read 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.…