US Economy

17 Sep17 Sep 2026 Global Bond Rout Made In Japan? I. Yen-Carry Trade Unwinding? The “yen‑carry trade” has been a key feature of global financial markets since roughly 2012. It rested on… Ed Yardeni Japan 16 Sep16 Sep 2026 Fed's Hawks Circling Over Hot US Economy I. The Fed Today marked the conclusion of the September 15-16 FOMC meeting. The Fed's monetary policy committee delivered a widely… Ed Yardeni Fed · Free 15 Jul15 Jul 2026 Too Much Complacency? Our Roaring 2020s thesis holds that the demand side of real GDP remains supported by resilient consumer spending and robust business investment. On the… Ed Yardeni Oil