Keep pulling the thread on Ed Yardeni.
The White House announced that China has agreed to purchase at least $17 billion in agricultural products from the U.S. annually through 2028.
The Trump administration is reportedly considering a $14 billion arms sale to Taiwan.
President Trump has explicitly stated that the potential arms deal with Taiwan is a "very good negotiating chip" for the U.S. in its relations with China.
Jeff Gundlach predicts that the next interest rate move by the Federal Reserve will be a hike.
Jeff Gundlach's firm's models suggest the next headline CPI print will be in the 4% range.
The closure of the Strait of Hormuz is creating inflationary pressures on commodities such as oil, natural gas, and helium.
China's control over the processing of rare earth elements, which are critical for U.S. technological innovation and semiconductor production, represents a significant point of leverage.
According to the CME FedWatch tool, Fed funds futures currently indicate a more than 50% probability of at least one rate hike by the Federal Reserve.
The 10-year Japanese Government Bond (JGB) yield reached 2.8%.
G7 finance ministers and central bankers are scheduled to meet in Paris to address imbalances in financial and trade flows.
Ed Yardeni of Yardeni Research stated that the Federal Reserve should remove its easing bias at its upcoming June meeting.
Ed Yardeni believes that if the Federal Reserve does not remove its easing bias, the market will conclude the central bank is falling behind the inflation curve.