Consumer Sentiment

Will Trump Tariff Turmoil Dim The Economy's Lights?

Mar 11, 2025 3 min read paid

The stock market was whipsawed today by geopolitical developments. Stocks fell this morning when President Donald Trump announced a 50% tariff on Canadian steel and aluminum. They then recovered after Ukraine agreed to a US-proposed ceasefire deal (pending Russia's acceptance). Incremental progress on a tariff-avoiding deal between the US and Canada late in the day provided an additional boost. But stock prices still closed down a bit for

Ed Yardeni
Eric Wallerstein

Long Face

Apr 24, 2024 2 min read paid

A horse walks into a bar. Bartender asks, "Why the long face?" In the stock market, there are more long faces recently: (1) The Investor Intelligence Bull-Bear Ratio fell for the third week to 2.15 this week after climbing to 4.43 three weeks ago—which was the highest reading since February 5, 2018 (chart). (2) Turning to the AAII Sentiment survey (as of April 18), pessimism

Ed Yardeni

Is Santa Making A Comeback?

Dec 21, 2022 1 min read paid

Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a hard landing with free-falling earnings. So did a better-than-expected rebound in December's preliminary reading on the Consumer Sentiment Index (chart).

Ed Yardeni

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Will Trump Tariff Turmoil Dim The Economy's Lights?

Long Face

Is Santa Making A Comeback?