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Ed Yardeni: Stocks Have Bottomed. Here’s What Comes Next for Gold, China & Trump’s Tariffs

5 snips
Apr 16, 2025
Guest
Ed Yardeni
Ed Yardeni, a seasoned market strategist, shares his insights on the financial landscape. He discusses why he believes U.S. stocks might have bottomed out and why gold is regaining appeal. Yardeni warns that Trump’s tariffs could ignite geopolitical tensions with China, especially regarding Taiwan. He examines the emotional shift in American sentiment from optimism to global caution and offers bold predictions for the S&P 500. This conversation is a treasure trove of actionable insights for investors navigating a turbulent market.
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INSIGHT

S&P 500 Bottomed in April

  • The S&P 500 bottomed on April 8, 2025, signaling a potential end to the bear market.
  • This low was followed by a notable market rebound suggesting a strong buying opportunity based on sentiment.
INSIGHT

S&P 500 Forecast for 2025

  • Ed Yardeni predicts the S&P 500 could reach 6,000 by the end of 2025, valuing earnings around $300 with a 20x multiple.
  • Despite risks like recession or tariff tensions, his best case assumes a mostly flat year with upside potential.
INSIGHT

Wall Street vs Main Street Growth

  • Wall Street has benefited significantly from current policies, while Main Street’s gains remain limited.
  • 60% of Americans hold equity exposure, often through 401(k)s or mutual funds, linking Wall Street and Main Street's fortunes.
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