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Ed Yardeni

blog.yardeni.com
  • Analysis & Opinion

Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & opinion.

Markets Are Recalibrating the Fed
By Ed Yardeni - Jan 18, 2025
From March 2022 through August 2024, there was widespread concern that the tightening of monetary policy by the Fed over that period would cause a recession. It was the most widely anticipated...
We are biased by the stock market’s bullish bias. We tend to be permabulls because bear markets are infrequent and are usually relatively short compared to bull markets, which tend to last for some...
The bull/bear ratios have dropped sharply over the past couple of weeks (chart). From a contrarian perspective that's a bullish development for the US stock market. The US bond yield has been...
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits, who are warning that this could be bad news for stocks. It could be,...
Bond Vigilantes Put 5% Yield in Crosshairs
By Ed Yardeni - Jan 08, 2025
The US economy continues to roar. December's ISM purchasing managers survey showed that services activity remains strong. The JOLTS data, albeit a bit stale from November, showed job openings jumped....
This is the time of year when we all wish one another a healthy, happy, and prosperous new year. The past two years were certainly prosperous ones for equities investors, as the S&P 500 rose...
2025 Outlook: What Lies Ahead?  
By Ed Yardeni - Dec 30, 2024
Ed and Eric look forward to the new year in this week's webcast below
In a November 19 post titled “Yardeni And The Long History of Stock Market Prediction Problems,” Lance Roberts, the Chief Investment Strategist for RIA Advisors, wrote that I am a permabull. The...
Inflation I, the Good: In our Roaring 2020s scenario, a productivity growth boom boosts real GDP growth, keeps a lid on inflation, drives up real labor compensation, and widens profit margins. Last...
Is the Fed Inflating and China Deflating?
By Ed Yardeni - Dec 17, 2024
Last Thursday, we wrote, "After today's PPI, we won't be surprised if Fed officials plant a story in The Wall Street Journal over the weekend titled something like "Fed Officials Might Vote To Pause...