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Financial Times
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Edward Yardeni

  • Tuesday, 9 July, 2024
    Markets InsightPolitical risk and investment
    Why Trump 2.0 might be good for investors

    Repeat of positive market outcome from former president’s first term is certainly possible

    Donald Trump gestures as he disembarks from his plane at Atlanta airport in June
  • Tuesday, 21 May, 2024
    Markets InsightUS economy
    Why economist forecasts of a US recession were so wrong

    The factors that explain why a contraction has been a no-show

  • Monday, 25 March, 2024
    Markets InsightMonetary policy
    The Fed should resist messing with success

    If the economy is doing well with the current level of interest rates, why lower them?

  • Wednesday, 4 October, 2023
    Markets InsightUS Treasury bonds
    The bond vigilantes are back

    Markets are challenging Janet Yellen’s policies by raising bond yields to levels that threaten to create a debt crunch

    US Treasury secretary Janet Yellen
  • Friday, 30 September, 2022
    Capital markets
    The bond vigilantes vs Liz Truss

    Guess who’s back, back again

  • Monday, 15 August, 2022
    Markets InsightUS interest rates
    Why the Fed might be at ‘neutral’ already on monetary policy

    Strong dollar and the unwinding of quantitative easing are equivalent to 1 percentage point rate rise

    Federal Reserve chair Jay Powell
  • Monday, 9 May, 2022
    Markets InsightEquity valuation
    Investors are too bearish about the US stock market

    S&P 500 still likely to hit record territory next year, even after a correction

    A trader walks past a screen in the New York Stock Exchange
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