Barron's Live Dr. Ed Yardeni Explains the (Financial) World
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Jul 28, 2025 
Ed Yardeni, the insightful president of Yardeni Research, shares his expertise on navigating today’s volatile financial landscape. He discusses the Federal Reserve's impact on economic resilience and the role of technology in market advancements. Yardeni highlights the significance of rising U.S. productivity rates and potential market risks amid high valuations. Additionally, he explores innovations in data processing driven by AI and the rapidly evolving cryptocurrency landscape, drawing intriguing comparisons to historical market phenomena.
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Impact of 15% Tariff Policy
- The U.S. aiming for a universal 15% tariff could generate $400-$500 billion annually in federal revenue.
- This approach may reduce the federal deficit without severely impacting inflation or the economy.
Fed Rate Outlook Amid Pressure
- Despite pressure, the Fed likely won't cut rates this year if economic data remains strong.
- Stable inflation and full employment suggest current rates could sustain continued growth.
Roaring Twenties Economic Resilience
- The economy's resilience despite pandemic, inflation, tariffs, and supply disruptions drives Yardeni's bullish 'Roaring Twenties' thesis.
- Growth fueled by strong consumer and business spending defies recession fears.