Market Moves
Ed Yardeni Slams the Fed for Setting Up a Market Slide
The central bank has jazzed up investors so much that a nasty fall will result, the economist warns.
Search results for: Ed Yardeni
Market Moves
S&P 500 May Fall 20% in Early 2020, Bullish Ed Yardeni Says
But then he expects a rebound that will send the market up again in the second half.
The Federal Reserve Is Foot-Dragging on the Digital Dollar, Yardeni Complains
A Fed-sponsored cyber-buck is needed to keep up with consumer finance trends, replacing fee-laden credit cards, the economist says.
Market Moves
Elevated Stock Valuations Will Not Stay High for Long, Says Market Sage
Price/earnings multiples will fall amid little-appreciated economic weaknesses, per economist David Rosenberg.
Asset Allocation
Former Problem Children, Agency Mortgage-Backed Securities, Make Case for Inclusion in Core Bond Portfolios
The catalyst investment vehicle responsible for 2008-09 financial Crisis appears to have a strong setup to perform well in 2023.
Is Big Oil’s Renewable Energy Push Credible—and Good for Investors?
Exxon and its kin were laggard stocks for a long time, but now they enjoy flush revenue and strong share prices. The bet: Their clean fuels may give them better stability.
Asset Allocation
The First Quarter Was Bad for Asset Managers’ Stock, Even Though Their Fourth Quarter Earnings Ruled
Amid the market carnage of early 2022, the long-term outlook is good for the money mavens.
Risk
Investing in War-Leery European Stocks ‘Makes Sense,” Yardeni Says
The Ukraine problem has pulled down stocks on the Continent more than in the U.S.
Regulation
Powell or Brainard? The Next Fed Chair Makes Little Difference, Wells Fargo Says
Some see big contrasts between the Republican incumbent and his reputed rival.
Alternatives
A Crypto Crackdown? Yardeni Sees One Coming
The economist joins numerous government leaders these days who want to regulate or ban the digital currency.
Market Moves
Finally, Financial Stocks Are Poised to Rise, Says Credit Suisse
A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.
Market Moves
3Q Corporate Earnings Look Better and Better, Yardeni Says
S&P 500 profits should be down just 7.1%, a big upgrade from more dire previous calls.
Market Moves
Why Jerome Powell Wants to Soften the Fed’s Inflation Target
The central bank’s chair, in his upcoming speech Thursday, is likely to give himself some leeway in case all the stimulus does elevate the CPI.
Market Moves
Pay No Attention to the Inverted Yield Curve, Some Economists Say
Shiller, Yardeni, Yellen, and El-Erian trash this feared recession signal as off-base nowadays.
Tepid Expansion Keeps the Next Recession at Bay, Says Yardeni
Frazzled by the 2008-09 nightmare, people have avoided excesses that set up the economy for a new plunge, the economist argues.