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Ed Yardeni

blog.yardeni.com
  • Analysis & Comment

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

Israel is in the middle of the Middle East. Iran has been threatening Israel's existence since it overthrew the Shah of Iran in February 1979. There has been a covert war between the two since then....
May's PPI inflation report, released yesterday, was lower than expected, as was May's CPI inflation report yesterday. The PPI final demand for personal consumption edged down to 2.6% y/y in May,...
In the hilarious comedy movie "What About Bob," Bill Murray, who plays Bob, tells his shrink, "that there are two types of people in this world. Those who like Neil Diamond and those who...
Many of the questions the Fed has about how Trump's trade war is impacting the inflation outlook will get timely answers this week. Well, updates at least, since only President Donald Trump knows how...
“People who live in glass houses should not throw stones.” That’s a saying that President Trump should have taken to heart before slapping aggressive tariffs on Chinese imports, because China has one...
Is the Economy Slowing or Speeding Up?
By Ed Yardeni - Jun 03, 2025
Yes, it is doing both according to recent economic indicators. There was no slowdown in yesterday's Atlanta Fed GDPNow tracking model, which now shows Q2 real GDP up a whopping 4.6% (saar), up from...
There's no question that President Donald Trump is stress testing the resilience of the economy with what we've been (objectively) calling Trump's Tariff Turmoil (TTT). The latest developments on...
The US is a federal republic. It isn't a democracy, where the majority always rules. The constitutional system was designed by the Founding Fathers, who were mostly lawyers, to provide checks and...
In imposing his tariffs in early April, President Donald Trump called the trade deficit a national emergency that justified his doing so. Last evening, the Manhattan-based Court of International...
As Nvidia's (NASDAQ:NVDA) stock price soared during 2024, the naysayers compared its ascent to Cisco's (NASDAQ:CSCO) roundtrip performance during the Tech Bubble of the late 1990s, which was followed...