Ed Yardeni

The Consumer Price Index for April, due Tuesday morning, could test Wall Street's renewed bullishness after a major U.S.-China tariff rollback fueled risk-on sentiment. Despite a slightly defused trade war, the inflation print could tighten the Fed's hand further, especially if prices came in...

U.S. stock futures fluctuated between gains and losses on Friday, following a three-day winning streak. Major benchmark index futures were mixed in premarket trading. The U.S. and U.K. sealed a bilateral trade deal, cutting tariffs, boosting industrial ties, and securing billions in new market...

A rebound in oil prices may be closer than many expect, especially if diplomatic efforts between the U.S. and China yield even modest progress, according to Wall Street strategist Ed Yardeni. In a note shared Thursday, Yardeni said a potential turning point for crude could emerge from the...

Despite mounting pressure and calls for lower interest rates, the Federal Reserve held rates steady at 4.25%-4.5% on Wednesday. This analyst anticipates that the Fed would be among the last central banks to cut interest rates, while still expecting four cuts this year. What Happened: The Chairman...

China and the U.S. appear ready to hit pause on tit-for-tat tariffs to pursue a potential trade agreement, inspiring Wall Street veteran investor Ed Yardeni to dial back recession odds. What Happened: Signs emerge that Washington, D.C. and Beijing may finally be willing to ease trade tensions that...

Natural gas futures extended their relentless slide into a tenth consecutive session Thursday, marking the worst losing streak since October 2019, yet one veteran market strategist sees a sharp turnaround ahead if trade tensions ease. In a note shared Thursday, Ed Yardeni, president of Yardeni...

U.S. stock futures fell on Thursday after a two-day advance. Futures of major benchmark indices were lower in premarket. The administration’s mixed signals on tariffs fueled investor anxiety. While President Donald Trump hinted at a deal with China while speaking to reporters on Tuesday after...

Gold surged to fresh all-time highs on Monday, with bullion jumping 2.5% to $3,410 per ounce by 11:20 a.m. ET, as mounting distrust in U.S. financial assets and inflation fears drive a flight to safety unlike anything seen since the global debt crises of the early 2010s. Since early March, gold...

Treasury Secretary Scott Bessent has said that China couldn’t sell U.S. Treasuries to destabilize the financial markets, as it would affect their economy by weakening their currency. What Happened: Bessent, while speaking to Yahoo Finance, reiterated that there was no purpose for China to...

Despite renewed fears that President Donald Trump's proposed tariffs could reignite inflation, an emerging contrarian theory suggests the reality may be far less alarming than many on Wall Street currently expect. In a note shared Tuesday, Yardeni Research President Ed Yardeni said investors and...

As the bond market reels from the spiking yields and the surge in volatility, analysts at Charles Schwab are predicting that last week’s “Trump put” was a potential policy response to the bond market and not the stock market. What Happened: Charles Schwab highlighted in its recent...

Amid several theories on why President Donald Trump paused the tariffs hours after they went into effect, experts have been pushing the bond market turmoil as the major contributor to the decision. What Happened: After the 10-year Treasury yields rose 34 bps from below 4.0% last week to nearly 4.34...

Days after warning of a potential “market dysfunction” in the U.S. Treasury market, economist Craig Shapiro has signaled a significant shift, suggesting the “Fed put” might be nearing activation. What Happened: In a recent X post, Shapiro pointed to the rapid escalation of...

U.S. stock futures were volatile on Wednesday after the equities reversed gains on Tuesday following President Donald Trump‘s 104% tariff on China. Futures of major benchmark indices were mixed in premarket. The White House Press Secretary Karoline Leavitt confirmed that Trump’s...

Following a jump in the U.S. Treasury yields, the Secured Overnight Financing Rate (SOFR) swap spreads have widened, signaling a “serious liquidity” issue, according to Ark Invest’s Cathie Wood. Experts believe that only the government and the Federal Reserve’s intervention...