Ed Yardeni, Yardeni Research

A $250B deficit worried bond vigilantes in 1983; now it's $1.5–2T — Yardeni Research

4 calls: What he says is left in the Treasury secretary's toolkit, why he reads the yen intervention as a Treasury defense, and what higher-for-longer…

18 hrs ago • The Scuttlebutt

6% and 7% on the 10-year is now off the table, Evercore's strategist finds

11 calls: Evercore on why the bond market lost both of its extremes, the former New York Fed president on immaculate disinflation and diesel reaching…

Sep 18 • The Scuttlebutt

"7,900 is still obviously above where we are now": Yardeni Research founder on his cut

6 takeaways: Why the 8,400 S&P target slid to mid-2027, what one or two more Fed hikes do to a bond market already in a rout, and why he would wait on…

Sep 18 • The Scuttlebutt

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