Ed Yardeni Ignores Geopolitical “Noise”

A recent article in CNBC.com shares insights from the president of Yardeni Research, who says he does not expect increased geopolitical concerns to hurt the stock market this year. On CNBC’s Trading Nation, Yardeni explained that, while tax cuts have made the economy stronger, President Trump’s protectionist policies are “creating a lot of market anxiety.” He added, “A lot of what’s going on is noise. There is still money to be made in this market.”… Read More

Yardeni Says Inflation is Dead

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

Ed Yardeni Weighs in On Investing

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’s Optimistic View of the U.S. Economy

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

Yardeni: EM Fears Creating Buying Opportunities

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

Yardeni: Near-Term Pause, But Bull Has A Ways To Go

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