2026 Market Outlook: The Economy Is Stronger Than You Think | Ed Yardeni

Edward Yardeni joins Soar Financially to recap his major market calls and lay out his outlook for 2026. We discuss market “fatigue” versus fear, the potential rotation away from Big Tech, excessive fiscal and monetary stimulus, and why Yardeni believes the U.S. economy remains resilient. He also explains why gold is a geopolitical hedge, not an inflation hedge, and why he sees a path toward $10,000 gold and a 10,000 S&P 500 by the end of the decade.#gold #2026outlook #tech ----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Ed Yardeni, President🏢 Company: Yardeni Research Inc🌎 https://yardeni.com/ 𝕏 @yardeni📺 @YardeniResearch 📅 Recording date: December 30th, 2025---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/---------------------00:00 – Why 2025 Was a Turning Point01:27 – Market Fatigue vs Fear03:11 – AI, Productivity & the Economy05:07 – The “Roaring 2020s” Thesis07:51 – Fed Policy Mistakes & Excess Stimulus09:24 – Bond Vigilantes & 2026 Risks10:53 – Is the Fed Doing QE Again?14:09 – Market Rotation Beyond Big Tech16:32 – Healthcare, Energy, Gold & Materials18:52 – The U.S. Dollar & Global Capital Flows21:29 – Yen Carry Trade Explained23:37 – Gold at All-Time Highs27:12 – $10,000 Gold & $10,000 S&P 50028:49 – 2026 Growth Outlook30:06 – Inflation & Productivity31:19 – Fed Rates & Final Risks33:07 – Closing Thoughts*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#SoarFinancially #EdwardYardeni #Gold #Markets #Macro#StockMarket #FederalReserve #Inflation #Recession #Investing#S&P500 #EconomicOutlook #MonetaryPolicy #FiscalPolicy #preciousmetals