Could Trump’s tariffs push China to the brink and trigger the next global crisis? In this must-watch conversation, market strategist Ed Yardeni joins James Connor to break down the explosive mix of politics, policy, and market volatility shaping 2025. Yardeni explains why he believes U.S. stocks may have already bottomed, why gold is back in favor, and how Trump’s trade agenda could have massive unintended consequences, including rising tension with China and the risk of conflict over Taiwan.
Yardeni unpacks:
- Why April’s lows may mark the bottom for U.S. equities
- Why today’s extreme fear may be a contrarian buy signal
- How Trump’s tariff policy could spark geopolitical shockwaves
- Why China-Taiwan tensions are heating up
- The legal battles challenging Trump’s trade authority
- Why central banks (and Yardeni) are now backing gold
- His revised S&P 500 target and earnings forecast for 2025
- The emotional swing from American exceptionalism to global pessimism
- Whether we’re headed for a recession or something worse
- How North American energy dominance could provide a long-term edge
Yardeni also weighs in on warnings from Ray Dalio, the actions of Warren Buffett, and the lawsuits that could reshape Trump’s tariffs. This is a must-watch if you want a balanced, data-driven perspective on what’s really driving markets in 2025.
Chapters:
00:26 - Market Panic or Golden Opportunity? Yardeni Says Buy
02:27 - Yardeni’s Bold Call: S&P 6000 by Year-End?
03:20 - Valuation Crystal Ball: The Earnings Math Behind 6000
04:08 - Wall Street Wins Big—But What About Main Street?
06:23 - Bonds Battered: Why Yardeni Isn’t Selling
08:11 - Is the U.S. Government Quietly Engineering a Recession?
11:53 - China’s Secret Weapon: Dumping Treasuries & Buying Gold?
15:25 - Could a China-Taiwan War Crash the Global Economy?
18:32 - Dollar in Decline: Real Risk or Overblown Fear?
19:48 - Recession Incoming? Yardeni vs. Ray Dalio’s Doomsday View
36:40 - Oil & Copper Crash: Warning Signs for Global Growth?
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