Don't Sell Your Stocks! The Bears Are Wrong | Ed Yardeni

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May 4, 2025

Ed Yardeni, President of Yardeni Research and a seasoned investment strategist, shares his insights on the current economic landscape. He reassesses his previous market predictions, now considering a 45% chance of recession due to tariff-related uncertainties. Yardeni discusses the unforeseen impacts of trade policies, including potential inflation from tariffs. He also highlights resilience in consumer spending and technology, advocating for proactive investment strategies while remaining optimistic about the American market's future.

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INSIGHT

Stock Market Bottomed in April

The stock market bottomed on April 8th and will likely avoid a bear market this year.
The economy will show resilience with strong consumer spending and tech capital investment.

INSIGHT

Tariffs Temporarily Lower Market Expectation

Trump 2.0's tariff policies caused a market setback, lowering S&P 500 expectations from 7000 to 6000.
Despite this, Ed still expects a "roaring 2020s" decade with a market rebound later.

INSIGHT

Recession Odds Increased to 45%

Ed raised recession odds from 20% to 45% due to tariff disruptions but does not expect it as the base case.
The economy might experience temporary setbacks without fully entering recession territory.

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When today's guest expert was last on this channel, he predicted that the financial markets would have a "sloppy" start to 2025, but then find their footing and rise to new highs -- possibly as high as 7000 on the S&P -- by the end of the year.Of course, that was before the new Administration took office and all that has happened since then.So, is he still as bullish with his year-end outlook for stocks?Or have recent developments like the Trump tariffs required a downshifting of expectations?To find out, we're fortunate to be joined by Dr. Ed Yardini, President of Yardeni Research.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#recession #bearmarket #bullmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.