Ed Yardeni

Another benign inflation report is expected to be released on Tuesday, at least according to consensus economist estimates and prediction markets. Wall Street broadly expects the annual inflation rate to remain stable at 2.7% in December, with the monthly pace coming in at 0.3% — numbers that are...

White House senior adviser Kevin Hassett is directly challenging Jerome Powell's claim that the Justice Department's probe is rooted in President Trump‘s political payback over interest rates, framing the case instead around the Fed's soaring renovation costs. Speaking Monday on CNBC, Hassett...

As the week draws to a close, let’s take a quick look at some of the most significant events and developments that took place over the past few days. Ed Yardeni: Trump’s ‘Humongous’ Tax Refunds Could Spook Markets, Risk Rattling Bond Yields Ed Yardeni, the president of...

Ed Yardeni predicts the “Roaring 2020s” stock market rally will persist through 2026, but he warns that aggressive fiscal stimulus from the Donald Trump administration poses a significant risk to the economic outlook. Waking Bond Vigilantes In a recent interview, Yardeni highlighted a...

Every year investors wait to see if Santa Claus will visit Wall Street as the holiday season approaches. Historically, stocks usually see a festive boost called the Santa Claus rally, but its arrival is never guaranteed. The SPY closed higher Monday. See the chart and the price action here.  What...

Longtime Wall Street economist and market strategist Ed Yardeni doubled down on a call he first made years ago: that the 2020s could turn out to be a modern-day echo of the Roaring 1920s. And in his view, the forces driving that boom are still very much intact. “I could see the S&P 500...

The Dow hit a fresh record high on Friday morning as investors continued to turn away from tech stocks for the relative safety of industrials and financial stocks.  UNH stock is climbing. See the chart and price action here.  The Dow Jones Industrial Average has shattered record-highs...

One of Wall Street's most seasoned strategists is doubling down on his optimism for U.S. equities, raising the probability of a productivity-driven boom through the end of the decade. On Monday, Ed Yardeni lifted the odds of his Roaring 2020s scenario from 50% to 60%, with earnings strength and...

Veteran analyst Ed Yardeni on Saturday predicted that Santa Claus could be coming early to Wall Street this year, stating that U.S. equities are showing early signs of holiday cheer. Market Recovery Yardeni said in his latest note that the stock market’s recovery aligns with predictions made...

A Goldman Sachs (NYSE:GS) survey of more than 900 institutional investors found strong optimism for gold, with 36% predicting prices could top $5,000 per troy ounce by the end of 2026. According to a survey conducted on Goldman Sachs’ Marquee platform from November 12–14, over 70% of...

With Thanksgiving just hours away, investors are bracing for the most pivotal stretch of the retail calendar, as Black Friday launches a high-stakes holiday season shaped by shifting consumer behavior, sticky inflation and growing divides in household spending — factors likely to separate retail...

Despite inflation staying stubbornly above 3%, AI reshaping the labor market, and political uncertainty heading into 2026, Wall Street veteran analyst Ed Yardeni still sees a bull market marching on—and he's not backing off his bold thesis of a decade-long boom. In his latest Tuesday note, Yardeni...

Veteran economist and strategist Ed Yardeni advised investors to view the recent pullback in artificial intelligence (AI) stocks as a buying opportunity, arguing that widespread market nervousness is a healthy sign that differentiates this boom from the dot-com bubble. Yardeni Says ‘Buy The...

Wall Street traders are doubling down on a year-end surge in the S&P 500 as the index powers to fresh record highs, seasonality kicks in, and the Federal Reserve prepares for other rate cuts — with some now eyeing a moonshot rally reminiscent of the late 1990s. The S&P 500, as tracked by...

The SPDR Gold Trust (NYSE:GLD), the largest U.S. gold ETF, is surging amid the relentless rise in gold prices throughout this past year. GLD Soars Past $400 After Hours On Thursday, the fund soared past $400 in after-hours trading, after closing up 2.34%, at $396.45 during the regular session....