Ed Yardeni

Trump's Return, Inflation Fears, And A Bold S&P 500 Prediction: This Week In Economics

Wall Street Veteran Predicts S&P 500 To Hit 10,000 By 2029: 'Roaring 2020s'

Trump Election Raises Odds Of 'Roaring 2020s Scenario,' Veteran Wall Street Investor Says: How High Could US Stock Market Rise?

Wall Street Veteran Predicts S&P 500 To Hit 10,000 By 2029: 'Roaring 2020s'

Trump Election Raises Odds Of 'Roaring 2020s Scenario,' Veteran Wall Street Investor Says: How High Could US Stock Market Rise?

Bond Market Fear Gauge Soars To 1-Year High Ahead Of US Election Results: 'Bond Vigilantes Have Been Voting Early'

Is S&P 500 Headed For A Lost Decade? Analysts Say 'We May Have Forgotten About Dividends'

Bond Market Fear Gauge Soars To 1-Year High Ahead Of US Election Results: 'Bond Vigilantes Have Been Voting Early'

Is S&P 500 Headed For A Lost Decade? Analysts Say 'We May Have Forgotten About Dividends'

30-Year Treasury Yield Tops 4.50%, Raising Red Flags For Markets: 'Bond Vigilantes Are Voting Early,' Says Veteran Investor

Gold On Track For Best Year Since 1979: Veteran Investor Says 'Sell Bonds, Buy Gold'

Ed Yardeni Recent News

US Economy Eyes 3.4% Growth In Q3: Is Soft Landing Turning Into Reacceleration?

U.S. economy shows unexpected strength as data hints at possible reacceleration, easing recession fears and fueling corporate earnings optimism.

'Most Widely Hated' Bull Market Reaches 2-Year Milestone: Top 20 S&P 500 Stocks Driving The Rally

S&P 500 bull market defies expectations with 63% gains in 2 years, led by technology sector. Top performers include Nvidia, Super Micro Computer, and Vistra Corp.

November Fed Rate Cut In Jeopardy: 12 Reasons Veteran Trader Expects A Hold As Strong Data, Rising Oil Prices Shuffle The Deck

Stronger U.S. economic data and surging oil prices are changing market expectations for the Fed's Nov meeting. Traders now see a smaller rate cut and potential pause in easing cycle, due to strong job growth and rising inflation risks. Bond yields have also risen.

Ed Yardeni Points Out Skills Mismatch In Labor Market Amid Federal Reserve's Focus On Reducing Unemployment: 'We Have A Lot Of Work To Do...'

Yardeni argued that the current low unemployment rate is not necessarily indicative of a healthy labor market,

Wall Street Ramps Up Interest Rate Cut Bets After Fed Meeting: 'The Hard-Landing Crowd Should Disperse,' Economist Says

Wall Street analysts expect more interest rate cuts as Fed signals aggressive easing stance. Markets initially reach record highs but pull back during Powell's press conference. Labor market data also positive. Fed's focus is on keeping unemployment rate down, easing expected to continue after election.

Fed Prepares For First Rate Cut, But Is It Too Late? Ed Yardeni Calms Recession Fears Amid Recent Strong Data

The spate of soft data that came out in August set investors worrying about a potential recession but a strategist suggests that may be far from being the case.

Is The Fed Playing With Fire? 'We See Greater Risk Of An Overheating Economy' As They Cut Rates, Veteran Investor Warns

Veteran investor Ed Yardeni warns that the Fed might be "playing with an economy on fire" as third-quarter GDP growth is expected to be 3%.

Elizabeth Warren Urges Fed To Slash Rates By 0.75%; Veteran Investor Warns Even 0.5% Cut Could 'Reduce Trump's Chances Of Winning'

The Fed's rate decision on Sept. 18 is uncertain, with debate over a 0.25% or 0.5% cut. 3 Senators urge a 75 bps cut, citing recession risk. Fed unlikely to opt for 75 bps cut, may consider politics as presidential election looms. Powell's term ends in 2026.

Major Central Banks Slash Rates In Sync, But One Holdout Threatens To Derail Bulls' Momentum: 'Carry Trade Is Still Unwinding'

Global central banks are cutting interest rates to stimulate growth, but Japan is an outlier with a rate hike. This divergence is affecting markets.

Long-Dated Treasury ETFs Hit Yearly Highs Ahead Of August CPI Data: More 'Good News On Inflation' Expected

iShares 20+ Year Treasury Bond ETF (TLT) reaches new 2024 highs as investors await the August CPI report, with inflation forecasted to show further moderation.

US Yield Curve No Longer Inverted: Why This Time The Recession Scenario Might Be Different For Investors

As of Monday, the 10-year Treasury yield stood at 3.72%, with the two-year at 3.65%, a spread of 7 basis points (bps).

Nasdaq, S&P 500 Futures Flatline As Traders Await Earnings Report From AI Barometer Nvidia: Fund Manager Says Market Could Hold Up Until Presidential Election

Sentiment on Wall Street could be guarded until Nvidia Corp’s (NASDAQ:NVDA) earnings are in the rearview mirror.

Can Regional Banks Outperform Large Institutions As Fed Rate Cuts Loom? 'Small Banks Are Plenty Cheap,' But...

The Fed awaits a widely anticipated interest-rate cut cycle. Can regional banks outperform their larger counterparts in the coming months?

Jackson Hole Preview: 5 Important Questions Ahead Of Jerome Powell's Fed Speech

Traders await Fed's Jackson Hole Symposium where Powell's speech may provide insights on rate cuts and economic outlook. All eyes on data-dependent Fed's dual mandate.

S&P 500, Nasdaq 100 Mark Seventh Straight Positive Session, Strongest Week Since October 2023: Friday's Top Movers

S&P 500 and Nasdaq 100 indices gain for seventh straight day, marking best weekly performance since October 2023 on positive economic data. SPY and QQQ close with modest daily gains while DIA has best week since December 2023.

Veteran Wall Street Analyst Counters Recession Fears: 'We Don't Expect A Hard Landing Of The Economy'

Recession is not likely, according to veteran investor Ed Yardeni who predicts growth in August employment report and strong economy.

Wall Street Analyst Predicts End To Tech Rout: 'Much Of The Selloff May Be In The Rearview Mirror'

Jerome Powell's hint of a rate cut in September led to a tech sell-off on disappointing data and earnings. Some still see buying opportunities.

Veteran Investor Boosts S&P 500 Price Targets: 'Magnificent 7 Stocks Will Remain Magnificent'

Veteran investor raises S&P 500 target, anticipating significant surge fueled by earnings and tech advancements, with cautious near-term volatility.

If Economic Performance Were An Olympic Sport, 'US Economy Would Win Gold,' Says Market Veteran

US economy outperforms expectations, driven by strong consumer spending and real income growth. Unprecedented performance despite challenges of high interest rates.

US Stocks Look To Extend Gains Ahead Of Key Tech Earnings, FOMC Meeting: Analyst Says This 'Could Serve As A Fundamental Catalyst For Small And Mid-Cap'

Index futures trading indicates cautious optimism as traders anticipate a busy week, with a slew of earnings reports, the two-day Federal Open Market Committee meeting starting Tuesday, and Friday’s non-farm payrolls report.

S&P 500 Likely To End Year Strong, But Election Uncertainty May Cause Short-Term Volatility, Says Yardeni: 3 Key Factors Investors Are Watching

The market is overvalued currently despite the recent moderation in sentiment but a strategist is positive about seeing a new closing high for the year.

Investors Go All In On Small Caps, Pour Over $6 Billion Into Russell 2000 ETF This Month: They 'Will Return To Larger-Cap Alternatives,' Veteran Analyst Says

Investors bullish on small-caps, driven by expected rate cut, July saw best month for 'long small cap, short tech' trade in 2 decades. Inflows into small-cap ETFs, but caution urged by experts due to advantages of larger companies in tech sector.

Veteran Wall Street Investor Downplays Recession Odds: 'Current Bull Market Has More Support From Earnings'

Investor Ed Yardeni says no recession in sight, bull market driven by earnings support. Market dip likely temporary, GDP and PCE data expected to sustain rally.