MARKETS

Edward Yardeni

President,

Yardeni Research, Inc.

Author of Predicting the Markets
World’s Most Experienced “Fed Watcher”
One of LinkedIn’s 2019 Top Voices in Economy & Finance

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

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Fed: On Tap to Sit Tight Amid Mixed Inflation, Employment News

The moment Fed watchers have waited for is finally here — albeit with less drama than many believed a few weeks back. Even as headline inflation measures appear to moderate, the robust labor market, evidenced by May's 4.2% unemployment rate, leaves Federal Reserve Chair Jerome Powell with little urgency to ease, writes Ed Yardeni, editor of Yardeni QuickTakes.

Edward Yardeni

ECONOMICS

Tickers: SHV, SHY, TLT, SPY

WMT: Why "Eat the Tariffs" Won't Work for Retailers Like Walmart

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

With So Much Global Chaos, No Wonder Gold Keeps Running

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

SPX: Could THIS Signal be the Ultimate Contrarian Indicator?

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

Tickers: VIX, SPX

Edward's Videos

Will the Current Decade Be the Roaring 2020s?

Get a sample of what our attendees experienced at our recent Miami MoneyShow Master Symposium. In this session from our Miami Symposium, Dr. Ed Yardeni discusses the similarities and differences between the current and previous decades. He will explain why he assigns a 55% probability to a productivity-led boom like the 1920s, 20% to a scenario similar to the Great Inflation of the 1970s (including a possible debt crisis and a trade war), and 25% to a meltup like the one experienced during the late 1990s. He will also discuss why economists have been too pessimistic about the US economic outlook and not cynical enough about China’s economy. The importance of the AI Digital Revolution will also be covered. Dr. Ed will explain why he remains bullish with his S&P 500 targets of 7,000 in 2025, 8,000 in 2026, and 10,000 in 2029. He will balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment.

Edward Yardeni

STOCKS

33:55

Inflation, Growth, & Credit: What to Expect from These 3 Economic Drivers

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

Too Much Pessimism or Not Enough?

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

Inflation, Interest Rates, and Instability: Where Can an Investor Turn?

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.