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☆ 'We're in a slow-motion melt-up': 3 reasons why the bull market in stocks will continue, according to Ed Yardeni
  + stars: | 2024-07-08 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +4 min
The stock market will continue to hit record highs driven by reasonable valuations and continued earnings growth, according to Ed Yardeni. AdvertisementThe record rally in the stock market isn't close to being over, according to market veteran Ed Yardeni. Forward earnings expectations riseAnalysts' forward earnings expectations hit a record high last week, illustrating that the market rally is supported by what matters the most: profits. Market breadth will improveWhile the stock market rally has been driven mostly by a concentrated handful of companies, improving earnings breadth should lead to improving market breadth, according to Yardeni. There's a lot of companies that are benefiting from AI," Yardeni said.
Persons: Ed Yardeni, —, Yardeni, Corning, let's Organizations: Service, CNBC
☆ The market is in a 'slow motion melt-up', says Ed Yardeni
  + stars: | 2024-07-08 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is in a 'slow motion melt-up', says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's rate path outlook, and more.
Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research
☆ I don't see the weakness requiring the Fed to cut, says Yardeni's Eric Wallerstein
  + stars: | 2024-06-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI don't see the weakness requiring the Fed to cut, says Yardeni's Eric WallersteinEric Wallerstein, Yardeni Research chief markets strategist, joins 'Closing Bell' to discuss the likelihood of the market rally continuing into the second half of the year.
Persons: Yardeni's Eric Wallerstein Eric Wallerstein Organizations: Yardeni Research
☆ The S&P 500 will hit 8,000 by the end of the decade as the bull market continues through the 'roaring 20s,' market vet says
  + stars: | 2024-06-23 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
The "Roaring 20s" are back and set take the S&P 500 to new heights, market vet Ed Yardeni says. The Yardeni Research president predicted the benchmark index could hit 8,000 by the end of this decade. AdvertisementThe bull market in stocks is bound to run on until the end of this decade, according to market veteran Ed Yardeni. Then there is the ever-growing investor excitement about the potential of artificial intelligence, which has carried mega-cap tech stocks steadily higher over the last 18 months. "The news just continues to be very exciting about the technology revolution, that's driving, what I think, is the Roaring 2020s," he added.
Persons: Ed Yardeni, —, David Lin, Yardeni, There's Organizations: Yardeni, Service, Atlanta Fed, Nvidia, Oracle
☆ The bull market has left its hoof marks, says Ed Yardeni
  + stars: | 2024-06-20 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bull market has left its hoof marks, says Ed YardeniEd Yardeni, Yardeni Research, joins 'Closing Bell' to discuss if he believes that the rally is overextended.
Persons: Ed Yardeni Ed Yardeni
☆ Welcome to the age of geriatric millionaires
  + stars: | 2024-06-15 | by ( Juliana Kaplan | ) www.businessinsider.com   time to read: +8 min
While it makes sense that time is often a crucial ingredient to accruing savings and assets, the average age of millionaires in the US has been rising faster than the average age of the overall population over the last three decades. How millionaires are changingSince 1992, the average age of the country's millionaires has been going up. That means that younger millionaires aren't joining their ranks fast enough to keep the average age steady. Millionaires are overrepresented beginning around age 50, but track pretty cleanly with the cohort in their 40's. What does it mean to have so many older millionaires?
Persons: —, Chuck Collins, inequality.org, Collins, America's, aren't, Garrett Watson, that's, Watson, Xers, Gen Xers, they've, haven't, That's, It's, Ed Yardeni, They're, Redfin, King Charles, King Charles III of, it's, You've Organizations: Service, Business, Policy Studies, Forbes, Consumer, Millionaires, Tax, Security, Labor, Institute for Policy Studies Locations: United Kingdom
☆ Labor market looks fine, says Yardeni Research president
  + stars: | 2024-06-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLabor market looks fine, says Yardeni Research presidentEd Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss if the market will celebrate slowing growth, if the labor market is 'turning the page,' and the threat of a market melt-up.
Persons: Ed Yardeni Organizations: Labor, Yardeni Research
☆ Analysts are warning there could be zero rate cuts in 2024 - and stocks could suffer if the Fed doesn't move
  + stars: | 2024-06-10 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
Some analysts are eyeing zero rate cuts from the Fed this year. AdvertisementAfter the latest jobs report all but dismissed an interest rate cut in July, some analysts are taking it a step further, and expect no rate cuts at all this calendar year. That's more pessimistic than what investors continue to bet on, with fed fund futures indicating at least one 25-basis point rate cut to occur in 2024. According to market veteran Ed Yardeni, the Federal Reserve should "take a vacation," and leave interest rates unchanged through 2024, he told CNBC-TV18. AdvertisementMeanwhile, Catalyst Capital's David Miller agreed that the Fed shouldn't cut interest rates in 2024, citing that this would allow inflation to run hotter.
Persons: RBC's Lori Calvasina, —, That's, It's, Lori Calvasina, Ed Yardeni, Capital's David Miller, Mark Zandi, I've Organizations: Service, Bloomberg, Treasury, Federal, CNBC, TV18, Yardeni Research, Moody Analytics, Federal Reserve
☆ Ed Yardeni: We're still in the early stages of a bull market
  + stars: | 2024-06-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEd Yardeni: We're still in the early stages of a bull marketEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, state of the economy, and more.
Persons: Ed Yardeni, We're Organizations: Yardeni Research
☆ There's a bull case emerging in Brazilian stocks for long-term investors
  + stars: | 2024-06-02 | by ( Fred Imbert | ) www.cnbc.com   time to read: +4 min
Recent struggles in Brazilian stocks could be an opportunity for investors to buy into Latin America's largest economy at a discount. There are also other factors that can boost Brazilian stocks going forward, including an attractive valuation and investor positioning. Low valuations and strong consumer Brazilian stocks are very cheap, especially compared to the other emerging markets. Another catalyst for Brazilian stocks may be stronger consumer spending. How to invest Investors in the U.S. can gain exposure to Brazilian stocks via the EWZ ETF and its small-cap counterpart, the EWZS.
Persons: Leonard Linnet, Unibanco, Ed Yardeni, Morgan Stanley, Alexsandro Broedel, Broedel, That's, Itaú's Linnet Organizations: Federal, Brazil —, CNBC, Yardeni Research, Petrobras, Vale Locations: Brazil, U.S, New York, Latin America
☆ There's a 'buy' signal flashing for investors in the stock market right now as the long-term bull market pushes on, market vet says
  + stars: | 2024-05-24 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +2 min
The stock market is in a great spot for investors to jump in, Ed Yardeni says. The market vet still thinks stocks are in the midst of a long-term bull market that could last through 2030. AdvertisementThe latest pullback in stocks could represent a big "buy" signal for investors, according to market veteran Ed Yardeni. Consumers have pulled back on goods spending, but they're spending more money on services, which is propping up the economy, Yardeni noted. Yardeni has been making the case for months that stocks are still in a long-term bull market and could soar through the rest of the decade.
Persons: Ed Yardeni, Stocks, Yardeni, —, he's Organizations: Service, Yardeni, Dow, Bloomberg, Fed, Dow Jones
☆ Baby boomers have been America's secret weapon for fending off recession
  + stars: | 2024-05-22 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
Read previewTalks of a looming recession are flaring across Wall Street, but the savings war chest of baby boomers has staved off a US downturn. AdvertisementInstead, only the goods sector has shown signs of a growth recession, Yardeni said. But that's after the lockdown's hard-to-beat buying spree; today, goods spending remains at a record high when adjusted for inflation. Related storiesBut to Yardeni, they're the reason no consumer recession has appeared in the past two years, he separately wrote in April:"The Baby Boomers watched a lot of 'Star Trek' during the 1960s. AdvertisementMeanwhile, the baby boomer focus on service spending may also have deformed indicators, making things look gloomier than they are.
Persons: —, Ed Yardeni, Yardeni Organizations: Service, Business, Financial Times, Boomers
☆ The Dow is set to surge 50% by 2030 as the 'roaring 20s' are alive and well for stocks, market vet says
  + stars: | 2024-05-22 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
With the stock market trading at record highs, the "Roaring 20s" thesis is alive and well. That's according to Ed Yardeni, who expects the Dow and S&P 500 to soar 50% by 2030. "That target could be achieved with a forward P/E of 20 and forward earnings at $400 per share," Yardeni said. AdvertisementWith stocks trading at record highs, the "Roaring 20's" bull thesis remains intact, according to market veteran Ed Yardeni. AdvertisementForward S&P 500 earnings per share hit $257.20 last week, and analysts currently estimate that S&P 500 EPS will rise to $278 in 2025 and $313 in 2026.
Persons: Ed Yardeni, Yardeni, —, Eric Wallerstein, Wallerstein Organizations: Dow, Service, Dow Jones Industrial, CNBC, Yardeni Research
☆ The environment for the rally to continue is strong, says New York Life Investment's Lauren Goodwin
  + stars: | 2024-05-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe environment for the rally to continue is strong, says New York Life Investment's Lauren GoodwinYardeni's Eric Wallerstein and New York Life Investment's Lauren Goodwin join 'Closing Bell' to discuss earnings, Nvidia, and the outlook for the market rally.
Persons: Investment's Lauren Goodwin Yardeni's Eric Wallerstein, Investment's Lauren Goodwin Organizations: York, Nvidia
☆ Interest-rate cuts could be coming this fall, adding another wrinkle to an election set to focus on the economy
  + stars: | 2024-05-16 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +6 min
In today's big story, inflation is cooling just in time for a US presidential election that will likely focus heavily on the economy . This story is available exclusively to Business Insider subscribers. The big storyThe economy and the electionAnna Moneymaker/Getty, Anna Moneymaker/Getty, Tyler Le/BISometimes, the biggest surprise is when there isn't one at all. AdvertisementOn Wednesday, Biden and Trump agreed to face off in two debates, the first coming in June . Now he has 18 direct reports, according to an internal org chart seen by Business Insider.
Persons: —, Anna Moneymaker, Tyler Le, haven't, Insider's Madison Hoff, they're, Jennifer Sor, Ed Yardeni, Jerome Powell hasn't, Powell, Donald Trump, Joe Biden, Trump, Biden, Trump's, Alyssa Powell, Keith Gill's, Jim Simons, Shaw, Goldman Sachs, David Kostin, Sameer Samat, Sundar Pichai, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock, George Glover Organizations: Service, Business, Biden, White, Democratic, Renaissance Technologies, Sigma, Bloomberg, Android, Google, Microsoft, Apple, Walmart Locations: New York, London
☆ Why investors shouldn't be clamoring for rate cuts this summer
  + stars: | 2024-05-15 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
AdvertisementThe market should be careful what it wishes for when it comes to rate cuts from the Federal Reserve. Ed Yardeni, a longtime market veteran, has warned of a stock market "meltup" if the Fed were to cut interest rates this summer. High interest rates on risk tipping the economy into recession, but lowering rates too quickly risks a resurgence in inflation, which could slam American consumers. Fed officials have said they're looking for more evidence inflation is on track to fall to its 2% price target before mulling rate cuts. AdvertisementFor the most part, investors aren't expecting interest rates to come down before September.
Persons: Ed Yardeni, meltdowns, Yardeni, —, they're Organizations: Service, Federal Reserve, Bloomberg, Yardeni, Fed
☆ Base case for equities is a leisurely bull market, says Yardeni Research president
  + stars: | 2024-05-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBase case for equities is a leisurely bull market, says Yardeni Research presidentEd Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss the potential return of a market melt-up, whether baby boomers will soon be spending all of their wealth, and more.
Persons: Ed Yardeni Organizations: Yardeni Research
☆ From a 65% stock market crash to an imminent recession, here's a roundup of recent high-profile bear forecasts
  + stars: | 2024-05-12 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +7 min
Despite a stock market that's less than 1% away from record highs, bearish forecasts are out in full force. And a weakening in the labor market will crush investor confidence and send the stock market falling by as much as 30%. BCA Research: A recession in early 2025 will cause 30% stock market declineBCA strategist Roukaya Ibrahim warned that a 30% correction in the stock market could be sparked by a recession early next year. Rosenberg famously predicted the 2008 recession, but his consistently bearish economic outlooks since then have largely fallen flat. Advertisement"Forward earnings rose to a record high during April, consistent with a solid labor market.
Persons: —, they're, Gary Shilling, we've, Shilling, BI's Jennifer Sor, we're, John Hussman, Hussman, wouldn't, Roukaya Ibrahim, Ibrahim, David Rosenberg, We're, Rosenberg, Ed Yardeni, Yardeni, landers Organizations: Service, Wall, Hussman Investment Trust, BCA, Bloomberg Locations: Wall
☆ Earnings will make new record highs over the next few quarters, says Ed Yardeni
  + stars: | 2024-05-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings will make new record highs over the next few quarters, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss earnings season and his outlook for earnings for the rest of 2024.
Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research
☆ Stocks could tank after an ill-advised 'melt-up' if the Fed cuts rates to avoid recession
  + stars: | 2024-05-08 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
There's a growing risk of a stock market melt-up, according to market veteran Ed Yardeni. Yardeni said the return of the "Fed Put" means stocks could soar on the anticipation and realization of interest rate cuts. But stock market melt-ups are rarely sustainable and are often followed by a painful decline. With it comes increased risk of a stock market meltup," Yardeni said. For investors, the question is whether or not a potential stock market melt-up and subsequent decline will happen at prices a lot higher or lower from current levels.
Persons: Ed Yardeni, Yardeni, —, Jerome Powell, Yardeni's Organizations: Service, Federal, Wall Street
☆ People in Korea are buying gold from vending machines and convenience stores amid 2024's frenzy for the precious metal
  + stars: | 2024-05-08 | by ( Yuheng Zhan | ) www.businessinsider.com   time to read: +3 min
Korea's convenience stores and vending machines are selling gold, with younger people flocking to buy. Bite-sized gold bars have been selling since April, weighing in between 0.1 and 1.87 grams. AdvertisementGold bars are displayed for sale alongside packaged kimchi and ramen in convenience stores across Korea, with the yellow metal gaining among younger consumers in 2024. AdvertisementYoung Koreans are leading the pack of buyers snapping up gold from CU stores, accounting for 41.3% of the total purchases, according to data from the company's app. However, the country's central bank hasn't joined the gold rush, keeping its gold reserves steady at 104.4 tons since 2013.
Persons: —, hasn't, China —, David Rosenberg, Ed Yardeni Organizations: Service, Printing Corporation, Chosun, CNBC, World Gold Council Locations: Korea, South, South Korea, Asia's, China
☆ Markets worry Treasury yields could jump back to levels that sparked chaos last October
  + stars: | 2024-05-04 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +4 min
The benchmark 10-year Treasury yield is hovering below levels that caused a massive crash last fall. Yet, persistent inflation and weak Treasury auctions could boost yields past the 5% mark. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. That's why Treasury auctions have become attention-grabbers for markets, as investors watch to see if there are enough willing buyers. The dangers of 5%When 10-year yields broke through the 5% mark last fall, traders panicked and the S&P 500 nosedived nearly 6% from October's peak-to-trough.
Persons: —, That's, Treasurys, Bill Gross, Ed Yardeni, Eric Sterner, Yardeni, hasn't, they're, Goldman Sachs, Sterner Organizations: Service, Treasury, Business, Treasury Department, Federal, Yardeni Research, Investment, SEI, Apollon Wealth Management
☆ Japan's yen had a rollercoaster week amid suspected intervention. Here's what you need to know
  + stars: | 2024-05-03 | by ( Shreyashi Sanyal | ) www.cnbc.com   time to read: +3 min
An undated photographic illustration of Japanese yen and the U.S. dollar bank notes. The yen touched 160.03 against the greenback on Monday, for the first time since 1990, but strengthened to 156 levels later that day amid speculation about an intervention by Japanese authorities. Japanese authorities are yet to issue an official statement confirming their role in propping up the currency. In the last few decades, while other global central banks have tightened their policies, Japan had maintained its ultra-loose policy, leading to concentrated carry trades in the Japanese yen. Market participants believe Japanese authorities will intervene further to prop up the currency.
Persons: Glowimages, they've, Nicholas Smith, Kazuo Ueda, Edward Yardeni Organizations: U.S, Glowimages, CNBC, Bank of America Global Research, Bank of Japan, Bank of, Federal Reserve, Yardeni Research Locations: propping, Japan, U.S, Bank of Japan
☆ Market needs to be 'disabused' of the expectation for two rate cuts this year, says Ed Yardeni
  + stars: | 2024-04-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket needs to be 'disabused' of the expectation for two rate cuts this year, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, why he believes the current economic scenario is nothing like the stagflationary environment of the late 1970s, and more.
Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research
☆ Billionaire investor David Einhorn shares an overlooked theory for why gold prices have spiked so much
  + stars: | 2024-04-28 | by ( Yuheng Zhan | ) www.businessinsider.com   time to read: +4 min
The recent gold rally is counterintuitive, as high interest rates typically make bullion less attractive. But billionaire investor David Einhorn has a theory that he shared in his latest investor letter. Einhorn suggests that gold's rally is potentially due to countries in the East buying gold from Western nations. To explain the strong run for gold, billionaire investor David Einhorn offered a potential theory in his latest letter to investors published this week. Others, like billionaire investor Ray Dalio, say gold can hedge risks stemming from high government debt levels.
Persons: David Einhorn, Einhorn, —, there's, David Rosenberg, Ed Yardeni, Ray Dalio Organizations: Service, Federal, Greenlight, World Gold, People's Bank of Locations: China, People's Bank of China, India, Singapore
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