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About Edward
Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.
Edward's Articles
Walmart Inc. (WMT) warned last week that it will have to raise prices because of President Trump's tariffs. On Saturday, the president advised the country's largest retailer that it should “eat the tariffs.” The problem: Retailers operate with very thin profit margins, writes Ed Yardeni, editor of Yardeni QuickTakes.
Edward Yardeni
RETAIL
Tickers: WMT
This year’s most spectacular and reliable bull market has been in geopolitical crises. Gold’s record-breaking rally looks less speculative by the moment as tensions flare up in every corner of the globe, writes Ed Yardeni, editor of Yardeni QuickTakes.
Edward Yardeni
PRECIOUS METALS
Tickers: GLD
Last week's The Economist magazine showed an eagle battered by President Trump's first 100 days. We repeat our conclusion from a week prior: Contrarians of the world, unite! Our Roaring 2020s scenario might be back on track soon, observes Ed Yardeni, editor of Yardeni QuickTakes.
Edward Yardeni
STOCKS
We've been bullish on gold since it broke out above $2,000 per ounce at the end of February 2024. It has been trading in an upward channel since then and in recent days, it has jumped to a record $3,300, which is the upper end of the channel, observes Ed Yardeni, editor of Yardeni QuickTakes.
Edward Yardeni
PRECIOUS METALS
Tickers: GLD
Edward's Videos
Inflation. Growth. Credit. These are three key forces that will impact America’s economic outlook in 2024. The only question is...how? Will cooling inflation allow the Federal Reserve to not only stop raising interest rates, but potentially cut them? Will growth slow, but not grind to a halt, encouraging stock investors to take on more risk? Will the credit markets continue to tighten, without seizing up? Get the answers YOU need to those questions and more in this hard-hitting panel featuring top economists and investment strategists. Then put the guidance you receive to work in your portfolio in 2024.
Edward Yardeni
MARKETS
26:44
The US economy seems to be heading into a recession, while inflation remains high. It's hard to be an optimist under the circumstances. Indeed, during June 2022, one measure of consumer sentiment fell to the lowest on record starting in 1952. Also in June, the Investors Intelligence Bull/Bear Ratio was the lowest it has been since the bottom of the bear market during the Great Financial Crisis. Might there be too much pessimism? The past year has been like living through the stagflationary 1970s, but on fast forward. However, a mild recession could help to bring inflation down sooner rather than later, setting the stage for recovery with gains to be had again in the bond and stock market. Dr. Ed Yardeni will provide a balanced discussion of what could go right and what could go wrong over the next 12 months, as well as the rest of this decade.
Edward Yardeni
ECONOMY
38:05
Rising inflation, rising interest rates, and rising market instability made for a confounding environment last year. So, where can investors turn for relief in 2023? What sectors are likely to prosper as the Federal Reserve's policy approach shifts? Which sectors will fall further behind? And if your goal is income, what equity and fixed income investments make the most sense?
Edward Yardeni
MARKETS
27:44
Edward's Books
Edward Yardeni
S&P 500 Earnings, Valuation, and the Pandemic: A Primer for Investors
In this unique primer, Edward Yardeni and Joseph Abbott, two of the world’s most experienced and widely followed investment strategists, provide investors with a practical understanding of the forces that drive the stock market. This study focuses on the S&P 500 stock price index, examining how it is determined by the earnings of the 500 companies that are included in the index and the valuation of those earnings by the stock market. Notwithstanding occasional bear
Edward Yardeni
The Yield Curve: What Is It Really Predicting?
The yield curve is now as widely followed by the financial press as movie stars are followed by paparazzi. The tabloids often comment on any noticeable changes in the physical features of the celebrities they stalk. Similarly, the financial paparazzi are obsessed with the shape of the yield curve.
Edward Yardeni
Predicting the Markets: A Professional Autobiography
Ed Yardeni takes readers on a fascinating journey retracing the economic and financial ups and downs from the late 1970s through today. Along the way, he mines the lessons of the past for insights that inform how to be thinking about the future.