Ed Yardeni

U.S. stock futures dropped sharply on Monday after the rise in the popularity of DeepSeek, a Chinese artificial intelligence model that demonstrates high performance at a significantly lower cost. This development sent shockwaves through the market, challenging the belief that massive GPU...

Imagine you could park your money in a 10-year U.S. Treasury bond and earn a safe 4.65% annual return. Now, compare that to the S&P 500, where the forward earnings yield sits at 3.9%, meaning stocks aren't offering any extra compensation for their risk. What would you choose? This rare market...

U.S. stock futures advanced on Wednesday following Tuesday’s mixed close. Futures of all four major indices rose in premarket trade. Traders await the December Consumer Price Index will provide fresh insights into inflation’s trajectory, potentially influencing the Federal Reserve's...

Banks reporting fourth-quarter earnings on Wednesday will take center stage, with investors watching closely for insights on the health of the U.S. economy. Traditionally seen as a barometer for broader economic performance, strong results from banks could set a positive tone for other sectors and...

Wall Street analysts are rethinking their interest rate forecasts after December's unexpectedly strong jobs report shattered previous expectations for a slowing labor market, raising questions about the Federal Reserve's next move. In a note shared Monday, Goldman Sachs economist David Mericle...

U.S. stock futures declined on Monday following Friday’s steep fall. Futures of all four major indices fell in premarket trade. Friday’s decline followed a strong upmove in yields as the economy added 256,000 jobs in December, much above the economists’ forecast of 165,000 jobs,...

Every January, traders and market enthusiasts look to the first month's performance as a potential crystal ball for the year ahead. The ‘January Barometer’ and the ‘January Effect’—two staples of market lore—suggest that January holds predictive power over the entire year's...

U.S. stock futures advanced on Monday after ending their losing streak on Friday. Futures of all four major indices rose in premarket trade. This is yet another truncated week as the U.S. stock markets will remain closed for former President Jimmy Carter’s “National Day of Mourning...

Jim Cramer thinks that the fear of higher capital gains taxes could have halted the Santa Rally over the last four days of 2024, even as the S&P 500 set new records during the year. What Happened: The S&P 500 index fell for the fourth session on Tuesday, which was its longest losing year-...

U.S. stock futures were trading higher on Tuesday following Monday’s selloff. All four index futures rose in trade. The Santa Rally, a typical year-end market surge, has seemingly failed to materialize this year, with stocks experiencing a downturn. However, the S&P 500 index is on its...

The Santa Claus Rally, a typical year-end market surge, has seemingly failed to materialize this year, with stocks experiencing a recent downturn. However, this analyst expects the S&P 500 index to hit 7,000 points in the first half of 2025. What Happened: According to Fundstrat Insights, Tom...

The yield on the 10-year Treasury bonds hit a seven-month high in Friday's session as the stock market fell, led by the ‘magnificent seven' stocks. Is this a warning from the bond vigilantes and will the “Santa Rally” take a pause? Here's what analysts are saying. What Happened: The 10-...

U.S. stock futures declined on Monday after ending lower on Friday. All four index futures slipped in trade. Although ‘Santa Rally' has not picked up pace despite rising over 1% on Christmas Eve, the S&P 500 index is on its way to registering a robust 20% plus return for the second consecutive ...

The Federal Reserve is widely expected to cut interest rates by 25 basis points during its Dec. 18 meeting, with fed funds futures pricing in a nearly 90% chance of the move. Not all voices in the financial world are cheering for lower rates. Ed Yardeni, a veteran Wall Street investor, argues the...

The past week has been a whirlwind of economic predictions and policy speculations, largely centered around President-elect Donald Trump’s potential second term. From Cathie Wood’s optimistic outlook to concerns about inflation and a bold S&P 500 prediction, here’s a recap of...