Market strategist and economist Ed Yardeni says recent concerns about rising interest rates, wages and deficits are “overshadowed by more powerful long-term forces,” according to a recent article in Financial Advisor that shares comments from his keynote speech at an FA conference late last year. Here are some highlights: The era of globalization which was ushered in at the end of the Cold War in 1989 led to Increased competition among producers and caused downward… Read More
In a recent episode of WealthTrack, Consuelo Mack interviewed economist and strategist Ed Yardeni, President of Yardeni Research, and asked him about the metrics he thinks are important for investors to stay tuned into. News events are constantly barraging us, says Yardeni, adding, “part of the trick is figuring out which ones are noise and which ones are signal, which ones really matter, and which ones don’t.” He advises against allowing emotions or political news to… Read More
Ed Yardeni of Yardeni Research recently told Barron’s he expects a “difficult and choopy” year, but “the U.S. will come out of this in good stead.” He observed that “the risks of global recession outside the U.S. have increased,” but noted that “it this drags the U.S. into a recession, it would be the first time it has happened.” Yardeni explained part of the recent downturn by noting that “when the dollar is up 22%… Read More
Will the Federal Reserve raised interest rates in September? That’s a question that many investors have been fixating on. But top strategist Ed Yardeni says that a rate hike really isn’t that big of a deal.
Top strategist Ed Yardeni thinks it could be a while before we see the end of this economic expansion — and by extension the bull market. But he also says that very few stocks are cheap anymore.
Top strategist Ed Yardeni thinks we may well have moved into the final phase of the bull market.
The recent plunge in momentum stocks has some worried, but Ed Yardeni of Yardeni Research says that it may actually be a good sign.
Top strategist Ed Yardeni says recent emerging market troubles aren’t likely to halt the US bull market, instead seeing the recent stock market declines as a buying opportunity. “This seems to be one of those panic attacks that the bull market somehow manages to deal with on a regular basis,” Yardeni told CNBC/Yahoo! Finance. “Emerging markets matter a lot if you put them all together collectively… if we have a financial contagion in these countries… Read More
Strategist Ed Yardeni says he expects a pause in the near-term, but thinks the bull market in equities is likely to continue for a couple more years. “We forget that [another government budget sequester] now will happen every year for a 10-year period, and they add up,” he tells CNBC, adding that a possible tapering of the Federal Reserve’s asset-buying program could also hurt the market in the shorter term. “There will also be a… Read More
Dalbar, Inc. has been tracking the performance of individual investors for years, and the group’s president says that, with the stock market climbing higher and higher, investors who want to jump aboard the bull train should be cautious. “I’d say, if you can reliably predict where the market’s going, then jump in feet first — just buy, buy, buy,” Louis S. Harvey tells The New York Times. If not, he says, caution is warranted. “Make… Read More