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The Latest Breaking News from Ed Yardeni

The baby boomer bump: How ‘the richest retiring generation we’ve ever had’ is keeping the economy afloat

"They are spending on restaurants, cruises, traveling, and health care."

Fortune

BlackRock’s bond guru Rick Rieder says the Fed’s favorite inflation firefighting strategy is failing—‘the private sector has become a creditor now’

“It’s ambiguous to me today, at best, whether a higher [interest] rate helps bring down inflation versus actually contributes to it,” Rick Rieder told Fortune.

Fortune

Analysts revamp S&P 500 predictions following record rally

The S&P 500 is on pace for its best month-of-May gain since 2009.

The Street

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Fed Chair Powell Just Blessed The S&P 500 Rally — And Ignored This

Federal Reserve Chair Jerome Powell said financial conditions are weighing on the economy, giving the S&P 500 rally more room to run.

Investors Business Daily

Will Nvidia Stock Crash Like Cisco In 2000? Here's What To Consider, Says Economist Yardeni

Investors should mull parallels between Cisco Systems' valuation during the dot.com bubble in 2000 and the artificial intelligence driven surge in Nvidia stock, says economist Ed Yardeni.

Investors Business Daily

Fed Rate Cuts Are On Hold Because Of The AI Stock Boom

The Federal Reserve is slow-walking rate cuts to restrain surging AI stocks and the S&P 500, fearing that irrational exuberance may derail a soft landing,

Investors Business Daily

Fed Rate Cuts And The S&P 500: Are We About To Party Like It's 1999 Again?

A Fed rate pivot from hikes to cuts is getting underway, amid confidence in a soft landing and hopes for an AI boom. History suggests good times may be coming for stocks.

Investors Business Daily

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Biden's economic guru insists both Wall Street and Main Street can celebrate another strong jobs report as the market yawns

“At the end of the day, this idea that what's good for Main Street is bad for Wall Street is not really correct,” Jared Bernstein, chair of the Council of Economic Advisers, told Fortune.

Fortune

Stock forecaster who called 2023's bull run sees 4 'clear and present dangers' spelling 6 months of pain ahead

Stocks may be in for a volatile few months, but this is still the Roaring 2020’s, according to Yardeni. Expect the S&P 500 to rally to 5,400 by year-end.

Fortune

Here's what analysts are predicting for the S&P 500 in the new year

In the holiday season, money managers and strategists love to offer predictions how financial markets will do in the year ahead. Some will actually be right.

The Street

Ed Yardeni says stocks are set to soar 30% over the next two years as his 'roaring 2020s scenario' plays out

The veteran market watcher believes surging productivity and AI innovations will lift global stocks for the rest of the decade.

Fortune

Treasury Yields Tumble But S&P 500 Slips; Three Things To Know

Treasury yields are swooning across the board as the Fed moves toward rate cuts, but the S&P 500 is barely taking note. Here are some things to keep in mind.

Investors Business Daily

Ed Yardeni says China’s aging population could make it ‘the world’s largest nursing home’—and the resulting economic depression may help the U.S.

“China’s economy is in a property-led and fertility-led depression,” Yardeni wrote, adding that this “benefits countries that import Chinese goods at depressed prices.”

Fortune

With inflation cooling and AI hitting its stride, stocks are on the cusp of a record-setting ‘roaring 2020s,’ Ed Yardeni says

A 4,600 price target for the S&P 500 might have been “too conservative,” the veteran market watcher says.

Fortune

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Investors Business Daily

The Federal Reserve Broke The Budget. Buckle Up For What Comes Next.

Federal Reserve easy-money policies Federal Reserve easy-money policies spawned huge budget deficits. The recent spike in the 10-year Treasury yield was a preview of what's ahead.

Fortune

The man who named the bond vigilantes 40 years ago just crowned a new king as the bond market goes through a multitrillion-dollar wobble

Bill Ackman, who just reversed a big get against Treasuries, is the new king imposing government fiscal discipline.

Fortune

'This is all bad news': 'Shark Tank' mogul Kevin O'Leary looks at the commercial real estate landscape and despairs, warning of 'chaos' to come

Not only does O'Leary see a "correction" coming for the office sector, but in New York it may be better "to actually tear these buildings down and rebuild.”

Fortune

The inflation report just wasn’t very dramatic. Cue a range of wildly varying takes on Wall Street

BofA and Citi warn the latest inflation report is a worrying sign for the Fed, but BlackRock’s Rick Rieder and veteran strategist Ed Yardeni are more optimistic.

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Fortune

Janet Yellen and the man who invented the term ‘bond vigilantes’ disagree about what’s happening in the Treasury market right now

Ed Yardeni believes bond vigilantes are attempting to spike Treasury yields in protest against unsustainable fiscal policy—but the Treasury Secretary isn’t so sure.

Fortune

Ed Yardeni expects a fourth quarter ‘Santa Claus rally’ for stocks that will send the S&P above 4600

The veteran market watcher wasn’t surprised by the market falling in August and September, in fact, he called it.

Fortune

Top analyst Ed Yardeni raises the odds of recession to 25% citing oil prices rising to $94 and a potential repeat of 1970s-style stagflation

If oil prices rise to and remain above $100 per barrel, Yardeni fears we could see a repeat of the inflationary 1970s.

Fortune

September is usually a ‘rotten month for stocks.’ Here are 7 things top analyst Ed Yardeni believes could go wrong this time

Since 1945, the S&P 500 has dropped 0.73% on average in September compared with a 0.7% gain for the index across all months over the same period.

Fortune

Stocks will hit a record high by the end of 2024 as the latest bull market rages on, veteran market watcher says

A "disinflationary soft landing" will send the S&P 500 to a record high between 4,800 and 5,400 over the next 18 months, the veteran market watcher says.

Investors Business Daily

AI Stocks: Rival Software Makers Battle, BlackRock Calls AI Potential A 'Mega Force'

Artificial intelligence news this week came from software companies Snowflake and Databricks as well as investment firm BlackRock.

Kiplinger

Where to Invest in 2025

With the economy growing and the Federal Reserve easing, there's a lot to like about this market. Here's what investors can expect in the new year.

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