Asset Allocation
Strong US Economy, AI Lead to Positive Outlook for 2025 Markets
Implications of Trump polices on tariffs and immigration remain significant unknowns.
Tag: Ed Yardeni
Asset Allocation
‘No Landing’ Economy? Can’t Happen, Says LPL Savant
It “makes no sense” for things to just dither along with no changes, insist Jeffrey Roach and other Wall Streeters.
Risk
Investing in War-Leery European Stocks ‘Makes Sense,” Yardeni Says
The Ukraine problem has pulled down stocks on the Continent more than in the U.S.
The Federal Reserve Is Foot-Dragging on the Digital Dollar, Yardeni Complains
A Fed-sponsored cyber-buck is needed to keep up with consumer finance trends, replacing fee-laden credit cards, the economist says.
Alternatives
A Crypto Crackdown? Yardeni Sees One Coming
The economist joins numerous government leaders these days who want to regulate or ban the digital currency.
Market Moves
Why Jerome Powell Wants to Soften the Fed’s Inflation Target
The central bank’s chair, in his upcoming speech Thursday, is likely to give himself some leeway in case all the stimulus does elevate the CPI.
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.
Market Moves
Pay No Attention to the Inverted Yield Curve, Some Economists Say
Shiller, Yardeni, Yellen, and El-Erian trash this feared recession signal as off-base nowadays.
Market Moves
More Signs that the Earnings Slowdown Doesn’t Spell Market Doom
Corporate profit growth is certainly ebbing, but the picture is far from grim.