President Trump's Wednesday night announcement of a 25% tariff on imports of foreign motor vehicles caused a selloff in auto…
The Fed’s Economic Forecast Versus The Consensus & Ours Investors clearly fear a recession is coming—that’s what the recent…
Consumers are feeling okay about the present situation, but they are losing their confidence in the future. The obvious cause of their…
"Helter-skelter" is a term used to describe disorderly haste, confusion, or chaos. That seems to be descriptive of the modus…
When President Donald Trump was asked on Friday about his tariff policies, he said: "I didn’t change my mind. I…
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be updated for…
This is an excerpt from Yardeni Research Morning Briefing dated Monday, March 17, 2025. Last Thursday, I visited with some of our…
Today's batch of economic data releases was positive on balance but also suggests that Trump Tariff Turmoil 2.0 could…
Federal Reserve Chair Jerome Powell used the word "uncertainty" 16 times in his press conference today. We sympathize. At the…
The Bull Versus The Bear Case Will all the Trump turmoil deepen the recent stock market correction into a bear market? Very…
The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just shy of…
The S&P 500 and the Nasdaq might have bottomed on Thursday, but we doubt it for reasons we get into…
