Ed Yardeni

Ed Yardeni, President at Yardeni Research, shares his insights on the US equity rally, connecting it to trade war dynamics and his updated S&P target. He discusses the market's reaction to President Trump’s tariff announcements, noting traders' optimism in the face of potential negotiations. Kelsey Berro, Executive Director at JPMorgan Asset Management, highlights bond market concerns regarding the US fiscal landscape while emphasizing a resilient economy and record-high S&P 500 performance amidst tariff tensions.

Join Ed Yardeni, President of Yardeni Research and economist who popularized the term 'bond vigilantes', as he shares insights on the current state of U.S. markets. He discusses the rising bond yields and the contrasting dynamics of various generations in investing. Despite concerns of stagflation, Yardeni expresses cautious optimism about the economy's resilience. The conversation dives into global market risks, the allure of gold and Bitcoin, and the challenges faced by small-cap stocks in a passive investing landscape, offering a hopeful perspective amidst uncertainty.

Ed Yardeni, President at Yardeni Research, shares his insights on the implications of Moody's downgrade of U.S. debt and its potential impact on equity markets. He discusses the market's recent pause, the weight of tariffs on corporate profits, and the outlook for the S&P 500. The conversation also touches on the increasing concerns from global investors regarding U.S. Treasury holdings, strategic investment during economic uncertainties, and the shifting landscape of international attention towards European markets.

In this engaging discussion, Ed Yardeni, President of Yardeni Research and a leading market commentator, shares his Roaring 2020s thesis, highlighting optimism for sustained economic growth driven by technology. He analyzes the potential impacts of the new administration's fiscal policies on the Federal Reserve and bond markets. Ed provocatively compares Bitcoin to gold, questioning its status as a digital asset and discussing its implications in the context of inflation and market dynamics. His insights into productivity gains and evolving investment strategies are not to be missed!

Ed Yardeni, the insightful president of Yardeni Research, shares his expertise on navigating today’s volatile financial landscape. He discusses the Federal Reserve's impact on economic resilience and the role of technology in market advancements. Yardeni highlights the significance of rising U.S. productivity rates and potential market risks amid high valuations. Additionally, he explores innovations in data processing driven by AI and the rapidly evolving cryptocurrency landscape, drawing intriguing comparisons to historical market phenomena.

Barry Ritholtz talks with Dr. Ed Yardeni about forecasting recessions, market breadth, mega-cap stocks, and economic indicators. They dive into the housing market, AI trends, and historical market comparisons. The conversation also touches on Elon Musk, financial crises, and investment insights, wrapping up with a mention of the Carter Economic Forum.

Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, explores the potential equity rally following President Trump's tariff deadline and recent leadership changes in the Bureau of Labor Statistics. Michelle Meyer, Chief Economist at the Mastercard Economics Institute, analyzes the consumer outlook amid rising costs, highlighting a notable decline in personal consumption. Together, they discuss the interplay of tariffs, inflation, and economic resilience, providing insights into the current state of the U.S. economy.

Doug Irwin, a trade policy expert from Dartmouth, discusses how recent tariffs could reset global trade, with potential for higher U.S. prices and recession. Ed Yardeni, market analyst, highlights increased financial risk and a bearish outlook on the S&P amid market selloff. Elizabeth Economy from Stanford reveals how China's strategic responses to U.S. tariffs could shift geopolitical dynamics. The conversation explores the implications of America’s isolationist policies and the rising competition in global trade.

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.

Ed Yardeni, president of Yardeni Research, shares his bullish outlook for the economy and stock market, predicting a Roaring 2020s driven by productivity. He discusses the impact of the Federal Reserve's policies and highlights the 'Magnificent Seven' companies. Yardeni also analyzes corporate earnings expectations, the challenges for retailers, and the importance of agility in response to market changes. Additionally, he explores cryptocurrency as a speculative bubble and assesses the future of REITs and utilities amid evolving economic conditions.