Bloomberg Surveillance Equities, Geopolitics, and Fires
6 snips
Jan 9, 2025 
Ed Yardeni, president of Yardeni Research and a respected voice in market analysis, shares insights on the current financial landscape. He discusses how bond vigilantes are reshaping equity markets and presents a bullish outlook for 2025, emphasizing productivity and GDP implications. The conversation touches on the challenges of inflation and economic growth, alongside reflections on recent geopolitical tensions. Tune in for a thought-provoking look at market strategies and the intersection of finance and politics.
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Bond Yield Normalization
- Bond yields have normalized after a period of artificial suppression by the Fed.
- This normalization, while concerning to some, is a healthy market signal.
Fed Actions and Bond Yields
- The Fed's recent rate hikes may have been unnecessary given the economy's resilience.
- These hikes likely contributed to higher bond yields.
Investment Strategy
- Stay invested if you are already in the market, especially in favored sectors like technology.
- The market isn't cheap, but earnings outlooks are promising.