Edward Yardeni



Apr 19, 2018
The flatter curve combined with slower-than-expected loan growth have hurt financial stocks despite a pretty spectacular earnings outlook thanks to lower tax rates .


Apr 18, 2018
China remains a powerful engine of global economic growth. That engine has been and continues to be fueled by massive injections of bank loans into the economy.


Apr 17, 2018
Industry analysts may already be starting to curb their enthusiasm about the outlook for revenues this year and next year.


Apr 16, 2018
I’ve frequently opined that Trump favors free trade as long as it is fair trade. I predicted that he would be much more like Ronald Reagan than Herbert Hoover on trade.


Apr 12, 2018
Assuming a trade war will be averted, as we do, the good times are expected to continue for the remaining quarters of 2018. Analysts are calling for S&P 500 earnings to grow by 19.7% in Q2, 22.1% in Q3, and 19.1% in Q4.


Apr 11, 2018
Spoken like a true champion of globalization. I have argued that Trump might actually save globalization by promoting fairer trade on a bilateral basis. That approach makes more sense than the multilateral approach, which takes too much time to negotiate and resolve trade frictions.


Apr 10, 2018
We were surprised by his comment that the trend in real GDP is only 1.75%. That certainly is at odds with the predictions of President Donald Trump and his supply-side advisers, who believe that their policies will boost real GDP growth up to 3.0% and even 4.0%.


Apr 9, 2018
Kudlow seems to be the Trump administration’s “one-man plunge-protection committee.” I expressed some concern that he didn’t confirm that serious negotiations were actually taking place.

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