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☆ Baby boomers own pretty much everything - but millennials could be about to catch up
  + stars: | 2023-07-08 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
Baby boomers own a massive $75 trillion in wealth spread out across stocks, homes, and businesses. And that same advantage baby boomers have had—time—is about to be bestowed upon millennials as they enter the prime years for their careers and earnings growth. They will continue to grow their incomes all the way through 2050, compared to a steady decline for baby boomers and Generation X over the same time period. And while Yardeni expects baby boomers will start to spend down their savings and help bolster the economy, they won't be able to spend all of it. Various estimates suggest that more than $70 trillion will ultimately be inherited by Generation X, millennials, and to a lesser extent, Generation Y.
Persons: Ed Yardeni, Cash Ed Yardeni, millennials, boomer, Tom Lee, Lee, Fundstrat Lee, Yardeni Organizations: Service, millennials Locations: Wall, Silicon
☆ U.S. economy has shifted from a 'rolling recession' to a 'rolling recovery,' market veteran Ed Yardeni says
  + stars: | 2023-07-05 | 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 EmailU.S. economy has shifted from a 'rolling recession' to a 'rolling recovery,' market veteran Ed Yardeni saysEd Yardeni, president of Yardeni Research, said he expects sticky inflation in services will fall, similar to goods inflation, without requiring the Federal Reserve to push the economy into a recession.
Persons: Ed Yardeni Organizations: U.S, Yardeni, Federal Reserve
☆ US economy's 'rolling recession' turning into 'rolling expansion,' says Ed Yardeni
  + stars: | 2023-07-05 | 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 EmailUS economy's 'rolling recession' turning into 'rolling expansion,' says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss Yardeni's evolving views on the economy over the last few months, the current bull to bear ratio and its implications, and the possibility of a rolling expansion with weak credit markets.
Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research
☆ Rolling recession to rolling recovery? Ed Yardeni says a unique factor has cushioned the economy
  + stars: | 2023-07-05 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +5 min
The U.S. economy has shifted from a "rolling recession" to a "rolling recovery," according to market veteran Ed Yardeni. Instead, it has experienced what the head of Yardeni Research calls a "rolling recession" — various industries being hit at different times since early last year. In addition, one unique factor influencing the U.S. economy is the large-scale fiscal stimulus, like the Inflation Reduction Act, implemented before an actual recession, according to Yardeni. When questioned about the strength of this recovery, Yardeni confirmed that he'd doubled his growth forecast for the second quarter. Don Mason | Tetra Images | Getty ImagesThe U.S. economy has shifted from a "rolling recession" to a "rolling recovery," according to market veteran Ed Yardeni.
Persons: Ed Yardeni, Yardeni, CNBC's, he'd, Don Mason Organizations: Federal Reserve, Yardeni Research, Goods, Consumers, Deutsche Bank Locations: U.S
☆ Watch CNBC's full interview with Ed Yardeni on markets, the economy and 'rolling' economic expansion
  + stars: | 2023-07-05 | 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 EmailWatch CNBC's full interview with Ed Yardeni on markets, the economy and 'rolling' economic expansionEd Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss Yardeni's evolving views on the economy over the last few months, the current bull to bear ratio and its implications, and the possibility of a rolling expansion with weak credit markets.
Persons: Ed Yardeni Organizations: Yardeni Research
☆ Watch CNBC’s full interview with VantageRock's Avery Sheffield and Yardeni Reserch's Ed Yardeni
  + stars: | 2023-06-27 | 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 EmailWatch CNBC’s full interview with VantageRock's Avery Sheffield and Yardeni Reserch's Ed YardeniAvery Sheffield, VantageRock co-founder, and Ed Yardeni, Yardeni Research president, join 'Closing Bell' to discuss inflation, recession risks, and risks to the momentum trade.
Persons: VantageRock's Avery, Yardeni, Ed Yardeni Avery Sheffield, VantageRock, Ed Yardeni Organizations: VantageRock's Avery Sheffield, Yardeni Research
☆ Jerome Powell says the Fed is still 'very far' on inflation
  + stars: | 2023-06-22 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
Fed Chairman Jerome Powell testified before the House, central bank nominees are talking to the Senate, and the Washington Wizards traded away their star hooper. Powell spoke before the House Financial Services Committee yesterday following 10 consecutive interest rate hikes and one rate "skip" that the Fed chief made sure to clarify wasn't a "pause." "Given how far we've come, it may make sense to move rates higher but to do so at a more moderate pace," Powell said Wednesday. So far, the economy has been more resilient than expected, even as the fed funds rate hovers in the 5% to 5.25% range. US stock futures fall early Thursday, after Federal Reserve Chair Jerome Powell said more rate hikes are likely ahead.
Persons: I'm Phil Rosen, Jerome Powell, hooper, Anna Moneymaker, Powell, that's, Patrick McHenry, Tesla, Goldman Sachs, there's, Julia La Roche, Ed Yardeni, isn't, BofA's Savita Subramanian, Apple isn't, Read, Phil Rosen, Jason Ma, Hallam Bullock, Nathan Rennolds Organizations: Senate, Washington Wizards, Financial Services, Fed, Nvidia, Apple, Business, Federal, Accenture, Volex, Bank of America, . Locations: New York, Los Angeles, London
☆ A rolling recession in the economy is turning into a rolling recovery that should help limit downside in the stock market
  + stars: | 2023-06-21 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
A rolling recession in the economy has turned into a rolling expansion, according to market veteran Ed Yardeni. He said the resilience of underlying sectors of the economy should help limit stock market downside. Now, that rolling recession is turning into a rolling expansion across that should help boost the ongoing economic recovery and help limit any potential downside in the stock market, market veteran Ed Yardeni said in a Tuesday note. "What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover," he said.
Persons: Ed Yardeni, —, Yardeni Organizations: Service, Federal Reserve, National Association of Home Builders, Atlanta Fed, Atlanta Locations: Wells Fargo
☆ Morgan Stanley's chief US economist now says home prices are likely to drop only 2% in 2023. Here's why she thinks the housing downturn is virtually over.
  + stars: | 2023-06-17 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Morgan Stanley's Ellen Zentner says housing activity has bottomed. After a huge drop off in activity, demand is starting to stabilize. Yardeni ResearchThe pickup in activity has likely been due to housing affordability stabilizing. Zentner's view that the housing market is stabilizing is a big contributing factor to her call for a soft-landing scenario, where the US economy avoids a recession. But nevertheless, housing activity has bottomed, and that's probably the most important pillar to a soft-landing."
Persons: Morgan, Ellen Zentner, Morgan Stanley's Ellen Zentner, Zentner, that's, Goldman Sachs, Jonathan Woloshin, Suisse's Ray Farris, Ian Shepherdson, undershoots, David Rosenberg Organizations: National Association of, National Association of Homebuilders, UBS Wealth Management, Rosenberg Locations: Zentner
☆ Broadening activity in market is proof of bullish turn, says Momentum Advisors' Allan Boomer
  + stars: | 2023-06-16 | 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 EmailBroadening activity in market is proof of bullish turn, says Momentum Advisors' Allan BoomerAllan Boomer, chief investment officer at Momentum Advisors, and Ed Yardeni, president of Yardeni Research, join 'The Exchange' to discuss earnings picking up as profit margins improve, fears of a Fed over reaction, and consumer resistance to price increases.
Persons: Allan Boomer Allan Boomer, Ed Yardeni Organizations: Momentum Advisors, Yardeni Research
☆ Watch CNBC’s full interview with iCapital's Anastasia Amoroso and Ed Yardeni
  + stars: | 2023-06-13 | 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 EmailWatch CNBC’s full interview with iCapital's Anastasia Amoroso and Ed YardeniAnastasia Amoroso, iCapital chief investment strategist, and Ed Yardeni, Yardeni Research president, join 'Closing Bell' to discuss whether investors can trust the bullish breakout in the market and tomorrow’s Federal Reserve meeting.
Persons: iCapital's Anastasia Amoroso, Ed Yardeni Anastasia Amoroso, Ed Yardeni Organizations: Yardeni Research
☆ Stocks would plummet 20% if the bond market's expectations pan out, JPMorgan says
  + stars: | 2023-06-09 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +2 min
Macroeconomic outlooks between bond and equity markets continue to diverge, JPMorgan said. If the bond market is right about inflationary risk, stocks would face 20% potential downside. But if the fixed-income market's inflationary outlooks prove right, stocks would face 20% potential downside. "If equity markets were to price in a rise in inflation vol to levels consistent with bond markets appear to price, this would imply around 20% downside from current levels," analysts said. But, in the case that bond markets are able to look past inflationary risk, JPMorgan expects that yields of 10-year Treasurys would drop by around 70 basis points.
Persons: —, Ed Yardeni Organizations: JPMorgan, Service, Federal
☆ The 'mother of all melt-ups' in stocks could be quickly followed by a meltdown as the bubble in overvalued names pops, Ed Yardeni says
  + stars: | 2023-06-08 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
Stocks could face a meltdown as the bubble in firms riding the AI excitement pops, Ed Yardeni said. The current bull market in stocks is unusual, as they typically begin when valuations for firms are low, he said. But if stocks rise too quickly, it could spell trouble for the market as the bubble in overvalued names pops. That ratio is now around 18, largely due to the success of the eight mega-cap firms. High rates also risk tipping the economy into recession, experts warn, which is also likely to weigh on stocks.
Persons: Ed Yardeni, meltdowns, —, Yardeni Organizations: Service, Fox Business, Yardeni, Nvidia, Microsoft, & $
☆ Everyone is getting less productive, and that's a big problem for the economy
  + stars: | 2023-06-06 | by ( Joe Ciolli | ) www.businessinsider.com   time to read: +5 min
Even though the economy feels largely fine right now, such a decline has been a leading indicator of past recessions. Labor productivity has fallen for five straight quarters on a year-over-year basis, the longest such streak on record. Productivity is important to the economy because it's the primary input for a population's standard of living. As Insider reported in March, major retailers like Walmart, Target, and Kroger are locked in a labor-hoarding war over hourly employees that's pushed pay higher. In the meantime, the decline in productivity is setting off alarm bells for the economy.
Persons: —, Taylor Swift, they're, Larry Summers, Summers, Mark Zuckerberg, Marc Benioff, OpenAI's, there's, It's, Paul Tudor Jones, Ed Yardeni, Goldman Sachs Organizations: Service, Airlines, Bureau of Labor Statistics, Labor, Washington Post, Walmart, Target, Kroger, Stanford, MIT, Fortune, Brookings Institute
☆ Investors are losing hope for a Fed pause and bracing for another interest-rate hike instead. Here's what 8 experts have predicted.
  + stars: | 2023-05-31 | by ( Zahra Tayeb | ) www.businessinsider.com   time to read: +6 min
Investors are losing hope that the Federal Reserve will pause its interest-rate hikes in June. For example, several market experts have warned the commercial real estate industry is at risk if the Fed keeps raising borrowing costs. "But I do think it's possible they're going to raise a little more. Ed Yardeni, market veteran"The market has been remarkably resilient, mostly because the economy has been remarkably resilient," Yardeni said in a CNBC interview. "So I think they're where they want to be – and I think they're going to keep it here."
Persons: They're, —, Mohamed El, David Solomon, Goldman Sachs, Solomon, It's, Jamie Dimon, Dimon, Ed Yardeni, Yardeni, Doom, Roubini, Mark Zandi, Zandi, Mark Nash, Nash Organizations: Federal, Service, Bank, Signature Bank, First Republic, Fed, Erian, Allianz, CNBC's, JPMorgan, CNBC, Bloomberg, NYU Stern, Jupiter Asset Management
☆ Fed will keep rates at this level as stock market remains resilient, says Ed Yardeni
  + stars: | 2023-05-30 | 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 EmailFed will keep rates at this level as stock market remains resilient, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss the market's reaction to changing Federal Reserve expectations, factors that have absorbed the pressures from higher interest rates and and more.
Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research
☆ Famed economist David Rosenberg says home prices are set to fall further as buyers retreat to the sidelines and a hawkish Fed means stubbornly high mortgage rates
  + stars: | 2023-05-26 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
With mortgage rates unlikely to budge and incomes unlikely to grow, prices are due to drop. Housing affordability is calculated by accounting for three variables: home prices, mortgage rates, and incomes. Ian Shepherdson, the chief economist at Pantheon Macroeconomics who said in the 2005 that a housing downturn would spark a recession, made the same argument in recent weeks. Now that's quite striking because mortgage rates are no longer at peak, but applications are still falling. This would send interest rates — and therefore mortgage rates, which trade closely with Treasury rates — higher, further hurting demand and affordability, Moody's Chief Economist Mark Zandi recently told Fortune.
☆ Why ChatGPT could spark a new bull market
  + stars: | 2023-05-22 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
Phil Rosen here, still poking around OpenAI's new ChatGPT iPhone app. The rise of ChatGPT and subsequent AI boom could solidify the recent strength in stocks as a new bull market, according to market veteran Ed Yardeni. In a recent note, the strategist said equities' strong start to the year isn't just a bear market rally, but that it indeed marks a new bull regime. If the Fed mistakenly pauses and then resumes hiking as inflation persists, the music could stop for high flying AI stocks. Mega-cap tech stocks are "overbought" and their rally could stall out soon.
☆ A.I. tools could spark another 'roaring 20s' for the stock market, says Ed Yardeni
  + stars: | 2023-05-22 | 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 EmailA.I. tools could spark another 'roaring 20s' for the stock market, says Ed YardeniYardeni Research’s Ed Yardeni and Hightower’s Stephanie Link, join 'Power Lunch' to discuss the A.I. rally and how the technology will impact the future.
☆ Watch CNBC’s full interview with Ed Yardeni and Hightower’s Stephanie Link on Monday's market action
  + stars: | 2023-05-22 | 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 EmailWatch CNBC’s full interview with Ed Yardeni and Hightower’s Stephanie Link on Monday's market actionYardeni Research’s Ed Yardeni and Hightower’s Stephanie Link, join 'Power Lunch' to discuss the A.I. rally and how the technology will impact the future.
☆ Credit Suisse's chief US economist says home prices will likely fall another 5-10% — and that gridlock between buyers and sellers will prevent both appreciation and a larger crash
  + stars: | 2023-05-11 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Credit Suisse's Chief US Economist Ray Farris says home prices will see a 'long recession.' Rather, the market is likely to go through a sort of holding period, where activity stays low and prices neither boom nor bust. You can spread the housing market over many more locales in the US and that's what's happening." And the way I think of that, as a base case, it means that even as mortgage rates come down, the housing market doesn't recover rapidly. Morgan Stanley's Ellen Zentner is one economist that — like Farris — doesn't expect a recession, and only sees prices falling another 4% this year.
☆ A chief economist who called the 2008 housing crisis says home prices are set to drop another 15% as falling mortgage rates and a recession will create a supply-demand imbalance
  + stars: | 2023-05-09 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
This will drag 30-year mortgage rates — which track closely with 10-year Treasury rates because they typically have a lifespan of around 12 years — down to 6% or lower. One might argue that falling mortgage rates would also stimulate demand enough to meet the rise in supply, holding prices relatively steady. Now that's quite striking because mortgage rates are no longer at peak, but mortgage applications are still falling. Tight monetary policy and a pullback in lending will lead to a cooling labor market, he said, and that's bad for housing demand. Below is the National Association of Realtors' Housing Affordability Index, which takes into account incomes, home prices, and mortgage rates.
☆ Wall St Week Ahead Recession worries simmer beneath US stock market rally
  + stars: | 2023-04-28 | by ( Lewis Krauskopf | ) www.reuters.com   time to read: +5 min
NEW YORK, April 28 (Reuters) - Economically sensitive areas of the U.S. stock market are flashing warnings over growth, even as major equity indexes edge higher. Beneath the surface, however, areas of the market tied to economic sentiment such as transports, semiconductors and small-cap stocks dropped in April, while so-called defensive sectors are outperforming. “People are starting to more defensively position themselves,” said Aaron Dunn, co-head of the value equity team at Eaton Vance. "They are talking about demand being down and they are ridiculously important shipping companies,” said Matt Maley, chief market strategist at Miller Tabak. Reporting by Lewis Krauskopf; Editing by Ira Iosebashvili and David GregorioOur Standards: The Thomson Reuters Trust Principles.
☆ Stock ETFs are seeing accelerated inflows even as grimmer Wall Street predictions warn of a bear market ahead
  + stars: | 2023-04-24 | by ( Zinya Salfiti | ) www.businessinsider.com   time to read: +3 min
Stock ETFs pulled in more than $12.6 billion in April, according to data from Bloomberg. It's the largest inflow into such funds since January and more than double the pace seen in February and March. Investors are pouring large amounts into equity ETFs even as Wall Street predictions warn of a bear market ahead. Wall Street veteran Ed Yardeni wrote: "In late October, we concluded that sentiment was so bearish it had to be bullish." Then, the current bull market is likely to resume, in our opinion," according to the Yardeni Research founder.
☆ Stocks are unlikely to retest bear market lows and there's too much pessimism about the US economy, market veteran Ed Yardeni says
  + stars: | 2023-04-18 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +3 min
There's too much pessimism about the US economy, says Ed Yardeni at Yardeni Research. He told CNBC that investors may have missed out if they ditched stocks after Jamie Dimon sounded alarms about an economic "hurricane". The S&P 500 has risen about 19% since hitting a bear-market low in October. Yardeni said a highlight of pessimism about the economy came from JPMorgan Chase CEO Jamie Dimon last June when he warned of an oncoming economic "hurricane." He noted the S&P 500 made a new low in June after Dimon's declaration, then in October, it moved 2% below that trough.
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