Канал: Ed Yardeni

Is Trump 2.0 Bullish Or Bearish?

Is Trump 2.0 Bullish Or Bearish?

Trumped: What a Radical Policy Shift Means for Investors

Trumped: What a Radical Policy Shift Means for Investors

The Fed: Neutral Or Bust? Risking Inflation, Market Meltup, and a Strong Economy

The Fed: Neutral Or Bust? Risking Inflation, Market Meltup, and a Strong Economy

Bond Vigilantes Are Fed Up

Bond Vigilantes Are Fed Up

Valuation In A Resilient Economy

Valuation In A Resilient Economy

Bond Vigilantes Voting Early: Why Rising Treasury Yields Are a Warning to the Fed

Bond Vigilantes Voting Early: Why Rising Treasury Yields Are a Warning to the Fed

Happy Second Birthday! The bull market turns two

Happy Second Birthday! The bull market turns two

A Dozen Reasons For None-And-Done

A Dozen Reasons For None-And-Done

No Hard Feelings -- Why the US Economy is Resilient & the Fed's Surprising Move

No Hard Feelings -- Why the US Economy is Resilient & the Fed's Surprising Move

Fed’s Dream Economy Versus Ours

Fed’s Dream Economy Versus Ours

50 Basis Points: Baked Or Half Baked?

50 Basis Points: Baked Or Half Baked?

Another Growth Scare

Another Growth Scare

Someday, There Will Be A Recession

Someday, There Will Be A Recession

Powell’s Latest Pivot Won’t Be His Last

Powell’s Latest Pivot Won’t Be His Last

Get Ready To Short Bonds?

Get Ready To Short Bonds?

No Recession In Earnings Or In Disinverting Yield Curve

No Recession In Earnings Or In Disinverting Yield Curve

Dueling Views: Market Uncertainty & Policy Shifts

Dueling Views: Market Uncertainty & Policy Shifts

Immaculate Disinflation! Lowering of inflation without a recession

Immaculate Disinflation! Lowering of inflation without a recession

It’s Still A Bull Market Until Further Notice

It’s Still A Bull Market Until Further Notice

Inflation Heading Toward Soft Landing

Inflation Heading Toward Soft Landing

Bull Tramples Even Wall Street’s Bulls: Are we in a stock market melt up?

Bull Tramples Even Wall Street’s Bulls: Are we in a stock market melt up?

The Phillips Curve Ball: Looking at unemployment and inflation

The Phillips Curve Ball: Looking at unemployment and inflation

To Tell The Truth: A dive into the labor market data

To Tell The Truth: A dive into the labor market data

Earnings Tales: What Q1 earnings is showing us

Earnings Tales: What Q1 earnings is showing us

Will There Be Peace In Our Time? Geopolitical events and the market.

Will There Be Peace In Our Time? Geopolitical events and the market.

Dow 40,000 & Counting: Let's take a look ahead

Dow 40,000 & Counting: Let's take a look ahead

Are Consumers Cracking? Recent data about consumer numbers

Are Consumers Cracking? Recent data about consumer numbers

Almost ‘Everything’s Coming Up Roses’

Almost ‘Everything’s Coming Up Roses’

Stagflation? Not! A data-backed look at the current economy

Stagflation? Not! A data-backed look at the current economy

House Of Mirrors: Rent and The Housing Market

House Of Mirrors: Rent and The Housing Market

Inflation: The Ugly, The Good & The Bad

Inflation: The Ugly, The Good & The Bad

Hooray! The Recession Is Over: Data-Backed Analysis

Hooray! The Recession Is Over: Data-Backed Analysis

The Amazing Flying Machine: The US Economy Won't Stop

The Amazing Flying Machine: The US Economy Won't Stop

Another Post On Our Post-Modern Monetary Theory

Another Post On Our Post-Modern Monetary Theory

Post-Modern Monetary Theory

Post-Modern Monetary Theory

‘Pent-Up Exuberance’

‘Pent-Up Exuberance’

The Elephant (& The Donkey) In The Room: Politics and the Economy

The Elephant (& The Donkey) In The Room: Politics and the Economy

The Roaring 1990s: Déjà Vu All Over Again?

The Roaring 1990s: Déjà Vu All Over Again?

Earnings Bullseye, More Bullish Targets & More On Meltups

Earnings Bullseye, More Bullish Targets & More On Meltups

Why Were Economists So Wrong? Inflation Has Cooled and the Economy Is Strong

Why Were Economists So Wrong? Inflation Has Cooled and the Economy Is Strong

Productivity Is Roaring Back: Numbers Are up

Productivity Is Roaring Back: Numbers Are up

Fairy Tales Can Come True: Inflation, GDP, and Jerome Powell

Fairy Tales Can Come True: Inflation, GDP, and Jerome Powell

Let’s Party Like It’s 1999! Fundamentals Are Bullish

Let’s Party Like It’s 1999! Fundamentals Are Bullish

Powell’s Inflation Nightmare

Powell’s Inflation Nightmare

The True Story About Long & Variable Lags

The True Story About Long & Variable Lags

A Dozen Reasons To Be Bearish In 2024 (Not!)

A Dozen Reasons To Be Bearish In 2024 (Not!)

A Dozen Reasons To Remain Bullish In 2024

A Dozen Reasons To Remain Bullish In 2024

Hard Luck For Hard Landers: The economy proves resilient

Hard Luck For Hard Landers: The economy proves resilient

Ho! Ho! Ho! Santa brought a bond rally

Ho! Ho! Ho! Santa brought a bond rally

Update: Another Roaring Twenties May Still Be Ahead

Update: Another Roaring Twenties May Still Be Ahead

Stock Investors Back In The Saddle Again: What's next for the stock market?

Stock Investors Back In The Saddle Again: What's next for the stock market?

Throwing Caution To The Wind: Is the stock market correcting?

Throwing Caution To The Wind: Is the stock market correcting?

Geopolitics, GDP & Inflation: The recession scenarios

Geopolitics, GDP & Inflation: The recession scenarios

Dangerous Times: Global crisis and the US economy

Dangerous Times: Global crisis and the US economy

All About Inflation: A deeper look at recent data

All About Inflation: A deeper look at recent data

Hotter For Longer: will consumers lead the economy into a recession?

Hotter For Longer: will consumers lead the economy into a recession?

Some Good News & Not So

Some Good News & Not So

Is Powell’s Path Forward Widening Or Narrowing?

Is Powell’s Path Forward Widening Or Narrowing?

From Strong To Soft Patch? Is the Q3 strength in the economy sustainable?

From Strong To Soft Patch? Is the Q3 strength in the economy sustainable?

Powell’s Ideal Economy. When will the Fed abandon its hawkish stance?

Powell’s Ideal Economy. When will the Fed abandon its hawkish stance?

The Chairman’s Speech: we examine Fed Chair Jerome Powell’s Jackson Hole speech

The Chairman’s Speech: we examine Fed Chair Jerome Powell’s Jackson Hole speech

Fed Chair Powell's Bold Stance Inflation Target Puts Pressure on Economy #inflation #fed #shorts

Fed Chair Powell's Bold Stance Inflation Target Puts Pressure on Economy #inflation #fed #shorts

No Hard Feelings: is the current economy a double-edged sword?

No Hard Feelings: is the current economy a double-edged sword?

Disinversion: why this period of deficit widening is different

Disinversion: why this period of deficit widening is different

Guess What? Updates on recession, unemployment, and whats next...

Guess What? Updates on recession, unemployment, and whats next...

The Godot Recession

The Godot Recession

Rolling Recession Rolling Over Commercial Real Estate

Rolling Recession Rolling Over Commercial Real Estate

Transitory Inflation Sets Stage For Immaculate Disinflation

Transitory Inflation Sets Stage For Immaculate Disinflation

Fully Employed - What Does June's Employment Report Tell Us?

Fully Employed - What Does June's Employment Report Tell Us?

Rolling Recovery

Rolling Recovery

Hop, Skip & A Jump?

Hop, Skip & A Jump?

Inflation & The Fed

Inflation & The Fed

Shock Absorbers

Shock Absorbers

Leading The Wrong Way?

Leading The Wrong Way?

Disintermediation, Disinflation & Dystopia

Disintermediation, Disinflation & Dystopia

Pandemic Of Pessimism (Will the Rally Last?)

Pandemic Of Pessimism (Will the Rally Last?)

Rolling Recession Review

Rolling Recession Review

Yalies Yelling

Yalies Yelling

The Sky Isn’t Falling

The Sky Isn’t Falling

It Still Looks & Walks Like A Duck

It Still Looks & Walks Like A Duck

Banking Crises, Then & Now

Banking Crises, Then & Now

Is It Safe? Or Is a Recession Looming?

Is It Safe? Or Is a Recession Looming?

Giving Credit Where Credit Is Due

Giving Credit Where Credit Is Due

Run For The (Sand) Hill

Run For The (Sand) Hill

The ‘Roaring 2020s’ Revisited

The ‘Roaring 2020s’ Revisited

March Madness? What is the market doing?

March Madness? What is the market doing?

Four Landing Scenarios - What's Next for the Economy?

Four Landing Scenarios - What's Next for the Economy?

Financial Conditions & The Fed

Financial Conditions & The Fed

US Economy: Still Flying & Disinflating

US Economy: Still Flying & Disinflating

ABCs of GDP & PCED

ABCs of GDP & PCED

Another Recession Alarm Ahead

Another Recession Alarm Ahead

Inflation: Persistent, Transitory, or Both?

Inflation: Persistent, Transitory, or Both?

Good Start

Good Start

Recession in 2023: 60/40 or 40/60?

Recession in 2023: 60/40 or 40/60?

Don’t Stop Thinking About Tomorrow

Don’t Stop Thinking About Tomorrow

2023 Is Coming! Will It Bring a Recession?

2023 Is Coming! Will It Bring a Recession?

On Earnings & Inflation

On Earnings & Inflation

On Labor, Productivity & Wages

On Labor, Productivity & Wages

Bear Bottoms

Bear Bottoms

The Great Monetary Policy Reversal

The Great Monetary Policy Reversal

Mostly All About Inflation

Mostly All About Inflation

More Inflation (News) Is Coming

More Inflation (News) Is Coming

Keeping At It: An overview of Powell's recent hawkish moves

Keeping At It: An overview of Powell's recent hawkish moves

On Blackouts & Liquidity

On Blackouts & Liquidity

Back To The Old Normal?

Back To The Old Normal?

Powell’s Latest Pivot Won’t Be His Last

Powell’s Latest Pivot Won’t Be His Last

Searching For Godot - Is a Recession Still Coming?

Searching For Godot - Is a Recession Still Coming?

No Recession In Labor Market

No Recession In Labor Market

Switching Planets: Investors Now From Venus, Analysts From Mars

Switching Planets: Investors Now From Venus, Analysts From Mars

Bear Market Rally Or A New Bull Market?

Bear Market Rally Or A New Bull Market?

Reassessing the ‘Banana’ Scenario

Reassessing the ‘Banana’ Scenario

The Second Half of 2022. Recession possibilities, GDP, Inflation, and more

The Second Half of 2022. Recession possibilities, GDP, Inflation, and more

Green Bad Deal - Soaring Fuel Prices & Lack of Clean Energy Demand

Green Bad Deal - Soaring Fuel Prices & Lack of Clean Energy Demand

Bullish Analysts vs Bearish Investors. Who Wins?

Bullish Analysts vs Bearish Investors. Who Wins?

Is Inflation Peaking Soon? Is a Recession Imminent? May CPI and more...

Is Inflation Peaking Soon? Is a Recession Imminent? May CPI and more...

Altitude Sickness (6/6/22)

Altitude Sickness (6/6/22)

Valuation Meltups & Meltdowns (5/31/22)

Valuation Meltups & Meltdowns (5/31/22)

Bear Spray (5/23/22)

Bear Spray (5/23/22)

Waiting for Something To Break (5/16/22)

Waiting for Something To Break (5/16/22)

Inflation Peak-a-Boo (5/9/22)

Inflation Peak-a-Boo (5/9/22)

The Big Leak (5/2/22)

The Big Leak (5/2/22)

The Forces of Inflation vs The Forces of Deflation (4/25/22)

The Forces of Inflation vs The Forces of Deflation (4/25/22)

How Will the Fed Stop The Wage-Price Spiral? (4/18/22)

How Will the Fed Stop The Wage-Price Spiral? (4/18/22)

Don’t Fight the Fed When the Fed Is Fighting Inflation (4/11/22)

Don’t Fight the Fed When the Fed Is Fighting Inflation (4/11/22)

Inflating Earnings (4/4/22)

Inflating Earnings (4/4/22)

Twists & Turns of the Yield Curve

Twists & Turns of the Yield Curve

A Very Brief History of The Rise & Fall of Modern Monetary Theory (3/21/22)

A Very Brief History of The Rise & Fall of Modern Monetary Theory (3/21/22)

Inflation, Liquidity & Valuation (3/14/22)

Inflation, Liquidity & Valuation (3/14/22)

It’s a Mad, Mad, Mad, Mad World (3/7/22)

It’s a Mad, Mad, Mad, Mad World (3/7/22)

‘Stop the World— I Want To Get Off!’

‘Stop the World— I Want To Get Off!’

Pieces of the Economic Puzzle (2/22/22)

Pieces of the Economic Puzzle (2/22/22)

Putin & Inflation Remain Persistent (2/14/22)

Putin & Inflation Remain Persistent (2/14/22)

Another Year of Living Dangerously (2/7/22)

Another Year of Living Dangerously (2/7/22)

‘Humble & Nimble’ (1/31/22)

‘Humble & Nimble’ (1/31/22)

Superbubble Bursting or Just Another Panic Attack? (1/24/22)

Superbubble Bursting or Just Another Panic Attack? (1/24/22)

Mega Valuation (1/18/22)

Mega Valuation (1/18/22)

The Markets, the Fed, and Jobs (1/10/22)

The Markets, the Fed, and Jobs (1/10/22)

Happy 2022! (1/3/22)

Happy 2022! (1/3/22)

The Economy Is Booming (12/6/21)

The Economy Is Booming (12/6/21)

The Omicron Panic (11/29/21)

The Omicron Panic (11/29/21)

The Genie Is Out of the Bottle (11/22/21)

The Genie Is Out of the Bottle (11/22/21)

Inflation: Blast from the Past (11/15/21)

Inflation: Blast from the Past (11/15/21)