paid Tariffs • 3 min read Is The US In A Recession? The S&P 500 is down sharply this afternoon. Losses started in the morning due to more Trump Tariff…
paid Trump 2.0 • 3 min read Stocks Rise On Latest Trump Pivot Any day with a Trump Pivot is a good day for the stock market. Shares of automakers closed higher today…
public China • 2 min read Tit-For-Tat: The Opposite Of Panda Diplomacy The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let…
paid Trump 2.0 • 4 min read MARKET CALL: Follow The Bouncing POTUS In our December 17 Morning Briefing, we wrote: "With bullishness abounding, contrarian indicators are flashing red, and we see…
public Tariffs • 3 min read Bond Vigilantes Remain Unhappy It was not a happy day in the bond market. Neither was it a happy day in the stock market:…
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…