In a recent posting on Yardeni.com, Ed Yardeni outlines some factors contributing to the current economic climate. “In my opinion,” he writes, “consumers are doing what they do best because their real disposable incomes are growing along with employment and real wages.” He points out the following: Growing wages drive consumer spending, noting that President Trump’s policies or deregulation and tax cuts “undoubtedly contributed to the strength in personal income.” Uncertainty from trade wars and… Read More
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
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