Ed Yardeni

Wall Street's Biggest Bull Would BUY THE GOLD DIP | Ed Yardeni

Preview:Ed Yardeni argues the bull market remains fundamentally intact because the economy has avoided recession, earnings momentum is still strong, and AI-related capital spending plus wealthy retiring baby boomers are supporting demand. He is constructive on equities, cautious about parts of tech valuation and earnings quality, skeptical of Bitcoin, and opportunistic on gold near $4,000.

Warsh Is a Hawk in Dove's Clothing, Yardeni Says

Preview:Ed Yardeni argues Kevin Warsh sounded much more hawkish than expected, emphasizing inflation, price stability, and a commitment to 2% over labor-market weakness. He thinks the Fed is effectively in a tightening bias, that rate cuts are off the table for now, and that even if hikes happen, the economy and equities can probably absorb them because growth and bond yields have already normalized.

'EARNINGS-LED MELT-UP': The market label turning heads on Wall Street

Preview:The speaker argues this is an earnings-led melt-up rather than a pure FOMO-driven squeeze: corporate results and guidance are supporting higher multiples, and he thinks that is more sustainable. He is bullish on equities into year-end, says gold is better traded technically than on inflation narratives, and sees recession odds falling enough that the Fed may be able to cut later this year. He also notes Korea’s market excitement is getting excessive, but says the earnings are still backing it up.

Ed Yardeni breaks down the reasoning behind his 8,250 S&P 500 year-end target

Preview:Ed Yardeni argues that the S&P 500 can reach 8,250 by year-end because earnings momentum remains strong and the U.S. economy is more resilient than many investors appreciate. He frames the market as being supported less by fear of missing out and more by what he calls “fabulous earnings momentum,” with productivity, innovation, and U.S. capital markets powering profits and lower inflation.

Why Ed Yardeni is expecting an interest rate hike in July

Preview:Ed Yardeni says the bond market is effectively forcing the Fed’s hand and thinks a July rate hike is possible if the Fed turns more hawkish in June. He remains broadly bullish on stocks, expects only a healthy pause or rotation rather than a major bear market, and sees AI-led equity strength as still intact unless yields rise much further.

Squawk Pod: The Hantavirus risk with Dr. Scott Gottlieb - 05/11/26 | Audio Only

Preview:CNBC’s Squawk Pod covered three main market stories: rising Iran-related energy risk, Ed Yardeni’s bullish but upgraded equity outlook driven by productivity and AI, and a potential Hantavirus public-health issue that is already moving individual biotech and health-related names like Moderna.

Don't underestimate the resilience of economy and the consumer, says Ed Yardeni

Preview:Ed Yardeni raised his 2026 S&P 500 target to 8,250, arguing that the economy, consumers, earnings, and productivity remain stronger than widely appreciated.

This Should Be A Market Collapse… Why Isn’t It? | Ed Yardeni

Preview:Ed Yardeni argues the market is absorbing the Iran/geopolitical shock better than expected, and he stays bullish equities over bonds despite a possible oil-driven inflation bump. He keeps a year-end S&P 500 target of 7,700, says recession odds have fallen to 20%, and thinks the U.S. economy can handle around $100 oil because it is less energy-intensive than in the 1970s.

"We're Now In The Middle Of A Market Correction" Admits Longtime Wall Street Bull | Ed Yardeni

Preview:Adam Taggart interviews Ed Yardeni about the Iran war’s impact on oil, bonds, earnings, and whether the current selloff is still just a correction.

Ed Yardeni: Buy Foreign Stocks, Even With the War

Preview:Ed Yardeni argues that the recent war-driven geopolitical shock has made the U.S. relatively more attractive again in the near term, but he still favors a global allocation over overweighting the U.S. because overseas markets, including Europe, Japan, Korea, and many emerging markets, have cheaper valuations. He sees oil spikes as likely temporary, does not think $100 oil is a killer for the global economy, and remains broadly constructive on stocks.

Ed Yardeni: I Just Raised My Recession Odds

Preview:Ed Yardeni says war-related geopolitics and higher energy costs have raised recession odds from 20% to 35%, but he still sees a base-case ‘Roaring 2020s’ backdrop supported by productivity, earnings resilience, and a strong economy. He’s more cautious on inflation and portfolios now, yet still prefers staying invested with a mix of equities, bonds, and gold.

2026 GOLD Price Target You Need To Hear | Ed Yardeni

Preview:Ed Yardeni argues that the market’s recent “fear” has given way to AI fatigue, which he thinks could actually be bullish because it encourages broader participation beyond the Magnificent 7. He remains constructive on the U.S. economy and 2026 growth, but sees the next few months as potentially choppy if fiscal stimulus, Treasury supply, and Fed easing push bond yields higher and unsettle equities. On gold, he stays bullish and now treats it as a geopolitical hedge with upside still tied to reserve diversification, central bank buying, and the broader 2020s growth/inflation mix.

Economist Reveals 10,000 S&P 500 Target As $80 Trillion Wealth Tsunami Hits | Ed Yardeni

Preview:Ed Yardeni argues the U.S. bull market can keep going, with the S&P 500 plausibly at 7,700 in 2026 and 10,000 by the end of 2029 if earnings keep growing and no recession breaks the story. He remains constructive on U.S. exceptionalism, productivity, and the spending power of aging baby boomers, while warning that labor-market softness and bond vigilantes are the main risks.

2026 Market Could Soar 10% - But Don’t Count On The Mag 7

Preview:Ed Yardeni argues 2026 can still be a good year for stocks, but with leadership broadening away from the Magnificent 7. He is bullish on the S&P 500 overall, sees about 10% upside to 7,700, and thinks the market can keep rising because earnings remain strong and the economy has stayed resilient.

He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why

Preview:Ed Yardeni argues the bull market and the U.S. economy remain structurally resilient, but he has reduced his enthusiasm for the Magnificent 7 and for concentrated U.S./tech exposure because those trades have become too crowded and too large. His core setup is still the “roaring 2020s,” with AI and productivity gains helping offset labor-force weakness and making a broadening of leadership more likely in 2026.

The Ultimate Bull Vs. Bear Debate: Ed Yardeni & David Rosenberg

Preview:Ed Yardeni argues the bull market can continue because the economy, earnings, credit, and productivity remain resilient, while David Rosenberg argues the market is priced for too much perfection and is masking weakness in labor, income, and housing. The debate centers on whether AI and fiscal support justify high valuations or whether current price levels are a classic late-cycle bubble.

Economist Called Bull Rally, Now Says S&P 500 To 10,000, Here's When | Ed Yardeni

Preview:Ed Yardeni doubles down on his "Roaring 2020s" thesis, now raising his S&P 500 target to 10,000+ by end of decade (2029). He argues the economy remains remarkably resilient despite tariffs, the Fed's 25bp cut was politically motivated and increases melt-up risk, productivity is the driving force, and baby boomer spending ($80T net worth) sustains consumer strength. He favors financials, tech/cloud, and gold (targets $4,000 then $5,000). He sees bond yields around 4.25-4.75% as appropriate and warns the Fed is de facto accepting 3% inflation.

GOLD: New World Disorder Playing Out in 2025, Stocks Bottomed | Ed Yardeni

Preview:Ed Yardeni argues the April 8th lows likely marked the stock market bottom, driven by peak bearish sentiment and the "Trump pivot" on tariffs. He believes the bull market will revive because Republicans won't risk losing the 2026 midterms. The Fed is boxed in — the Fed put is on hold — but a financial crisis would trigger intervention. On gold, Yardeni sees a structural bull market fueled by central bank buying from China/Russia/Iran/Venezuela amid a "new world disorder," with amateur technical targets of $4,000 by year-end and $5,000 by end of 2026. He remains cautiously optimistic on the dollar and US exceptionalism but recommends holding gold as chaos insurance.

Practical Lessons from Ed Yardeni