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Ed Yardeni

  • Analysis & Opinion

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

The big money center banks will report their Q1 earnings this coming week. They are included in the S&P 500 Financials sector, which has been the worst-performing one in the S&P 500 this year...
The unresolved Middle East conflict will remain center stage this week. It is having an immediate impact on energy prices in the United States. The US blockade of the Strait of Hormuz will push prices...
This week will continue to be dominated by developments in the Middle East, though a heavy slate of data releases—including the FOMC March Minutes, February personal income, and March...
This week will continue to be dominated by developments in the Middle East. On Friday, the US and Israel struck Iranian nuclear and steel facilities, with Iran retaliating across the Persian Gulf,...
The week ahead is all about oil prices. As the Iran war enters its fourth week, the soaring price of crude oil has rapidly upended economic forecasts and shifted expectations for central...
The latest crude oil price spike has drawn comparisons to previous similar spikes (charts). There were six of them before the current one, since 1970. The first five coincided with recessions. The two...
Why has the stock market held up so well since the start of the war? The S&P 500 is down only 4.96% from its record high on January 27 and 3.59% since the start of the war on February 28 (chart)....
US Strategy I: Roaring 2020s Vs Stagflating 1970s ReduxIn last Tuesday’s QuickTakes, reacting to the latest Middle East war, we wrote: “We’ve been expecting a pullback due to...
This week, many of the world’s top central banks have their first crack at responding to skyrocketing oil and gas prices driven by the war in the Middle East. Along with hearing from the...
Oftentimes, when the financial markets are hit by bad news, policymakers scramble to calm them. That happened today in response to last night’s soaring oil prices (chart).1. G7 responseTo...