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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 current business cycle has been unprecedented. It has been fast and furious so far. Last year’s recession was among the worst in US history, but it lasted just two months. The V-shaped recovery in...
While the debate rages on over whether inflation is transitory or long lasting, there’s no debating that an enormous amount of liquid assets has piled up since the start of the pandemic. The...
President Joseph Robinette Biden Jr. (JRB) aspires to be as transformative a president as was FDR in expanding the scope and scale of the US social welfare state. Biden is also the anti-Reagan...
Socialists promote policies that they claim will lead to greater income equality. History shows that most countries that have embraced socialism have achieved income equality: Almost everyone is...
Prince, Bowie, or Metallica? I’m still trying to figure out what will be the theme song for 2021. I’d been thinking “Party Like It’s 1999” by Prince until last week, when...
The Fed I: Backward Looking Just in case we didn’t get the Fed’s memo on the change in its monetary framework, Fed Governor Lael Brainard explained it very clearly in a speech on Mar. 23 titled...
In the past, I often have observed that, contrary to popular belief, inflation-adjusted wages have been expanding rather than stagnating for many years. Wage stagnation has been a popular myth...
I am raising my S&P 500 operating earnings forecast for 2021 from $175 per share to $180, a 27.8% y/y increase from 2020. I am also raising my 2022 forecast from $190 to $200, an 11% increase over...
Rent is one of the major components of both the Consumer Price Index and the personal consumption expenditures deflator (PCED). Rent inflation has been falling since the start of the pandemic. So it...
Washington’s lawmakers have discovered the joys of sending checks to their constituents during bad times. They’ve done it twice so far since the start of the pandemic and are likely to do...