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☆ Watch CNBC’s full interview with Yardeni Research president Ed Yardeni on Fed's rate hike path
  + stars: | 2023-03-14 | 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 EmailWatch CNBC’s full interview with Yardeni Research president Ed Yardeni on Fed's rate hike pathEd Yardeni, Yardeni Research president, joins 'Halftime Report' to discuss the Fed's rate hike path after the CPI report.
☆ Inflation turned out to be transitory on the good side, says Ed Yardeni
  + stars: | 2023-03-14 | 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 EmailInflation turned out to be transitory on the good side, says Ed YardeniEd Yardeni, Yardeni Research, joins the 'Halftime Report' to discuss the Fed's rate hike path following the most recent CPI report.
☆ Fed Chair Powell's testimony: What it means for the market
  + stars: | 2023-03-07 | 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 Chair Powell's testimony: What it means for the marketEd Yardeni, Yardeni Research president, and Julia Coronado, founder of MacroPolicy perspectives, join 'Squawk Box' to discuss how much weight Powell's comments carry, Yardeni's expectations for the markets in March, and more.
☆ Watch CNBC’s full interview with Veritas' Greg Branch and Yardeni Research's Ed Yardeni
  + stars: | 2023-03-07 | 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 Veritas' Greg Branch and Yardeni Research's Ed YardeniGreg Branch, Veritas Financial Group managing partner, and Ed Yardeni, Yardeni Research president, join 'Closing Bell' to discuss market reaction to Powell's Senate testimony.
☆ March madness could be in store for markets after a somber February
  + stars: | 2023-02-28 | by ( Naomi Rovnick Dhara Ranasinghe | Naomi Rovnick | Dhara Ranasinghe | ) www.reuters.com   time to read: +5 min
Summary U.S. bonds set for worst month since SeptWild swings at start of year may continueLONDON, Feb 28 (Reuters) - March madness? After a euphoric January was followed by a somber February, with bonds and equities selling off as strong data renewed rate-hike bets, more wild swings could be next for world markets. February fallsData on Friday showing a key inflation U.S. gauge accelerated last month stoked rate hike bets. The ECB lifted its key rate by 300 basis points since last July to 2.5%. If upcoming data weakens, markets could resume their bullishness, Yardeni Research said.
☆ Employee stock compensation plans can mitigate dilution through buybacks, says Ed Yardeni
  + stars: | 2023-02-27 | 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 EmailEmployee stock compensation plans can mitigate dilution through buybacks, says Ed YardeniEd Yardeni, Yardeni Research president, and Cerity Partners' Jim Lebenthal join 'Closing Bell' to discuss the tax advantages of buybacks, record highs in corporate capital spending and generating cash through buyback strategies.
☆ Comerica Bank's chief economist breaks down why home prices will continue their slide through most of 2023 — and shares why California's biggest markets will see some of the country's largest price de
  + stars: | 2023-02-23 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
Housing prices around the US will see declines in the high single-digits, says Bill Adams. Los Angeles and the San Francisco Bay Area in California face unique challenges, he said. That downward trend will continue into the fourth quarter this year, Adams said, and peak-to-trough prices declines will end up being in the high single-digits. According to Kiplinger, Los Angeles, Orange County, San Francisco, and Oakland are all in the top 11 most expensive cities in the US. According to S&P CoreLogic Case-Shiller data, home prices in Los Angeles are down 7.5% from their peak, and prices in San Francisco are down 14.2%.
☆ Ed Yardeni sees four economic outcomes, with one being the most likely
  + stars: | 2023-02-21 | by ( Jeff Cox | ) www.cnbc.com   time to read: +3 min
The economy faces four potential outcomes, with the most optimistic also being the most likely, according to market veteran Ed Yardeni. Other potential outcomes and their percentages, according to Yardeni: a disinflationary no landing (20%), hard landing (20%), and inflationary no landing (20%). The disinflationary no landing scenario entails real GDP rising 2%-3% while inflation moderates. Finally, the inflationary no landing scenario would see the economy avoid recession but still be plagued by high prices, resulting in a more hardline Fed. Committee members will update their outlooks on GDP, inflation, unemployment and the future path of the funds rate.
☆ Stock market investors need to start worrying about Americans running out of savings, SoFi strategist says
  + stars: | 2023-02-17 | by ( George Glover | ) www.businessinsider.com   time to read: +3 min
That could stop this year's stock market rally in its tracks, according to SoFi's Liz Young. “What the equity market is not pricing in at this point, or is not worried enough about, is consumer spending,” she said Thursday. "I question some of the narrative around us having all these pent-up savings and sitting on these stockpiles of cash," Young said. It also bucks the stock market itself, which has surged at the start of 2023. Read more: The prediction war between stock market bulls and bears is reaching a feverish pitch.
☆ The worst is over for stocks but the bull market is 'stuck in traffic', Wells Fargo says
  + stars: | 2023-02-14 | by ( George Glover | ) www.businessinsider.com   time to read: +3 min
US stocks have rebounded in 2023, with the benchmark S&P 500 advancing almost 8%. "We see neither a bull nor a bear market, just a market," analysts said. "We see neither a bull nor a bear market, just a market," a team of analysts led by Chris Harvey wrote in a Monday research note titled "Bear Exits, but Bull Stuck in Traffic". Wells Fargo pointed to a narrowing in investment-grade credit spreads as one sign that the bear market is coming to an end. Read more: Stocks are back in a bull market as global economic outlook is improving, says market veteran Ed Yardeni
☆ Ed Yardeni: May be moving from a soft landing to no landing
  + stars: | 2023-02-14 | 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 EmailEd Yardeni: May be moving from a soft landing to no landingEd Yardeni, Yardeni Research president, joins 'Closing Bell: Overtime' to discuss the economy and where he thinks the markets will go after the CPI report.
☆ Stock futures slip on Tuesday night as investors process inflation data: Live updates
  + stars: | 2023-02-14 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
U.S. stock futures slipped on Tuesday night following the release of January's hotter-than-anticipated consumer price index. Inflation data for January came slightly above economists' estimates, indicating a potentially longer path in the Federal Reserve's fight against rising prices. Commenting on the monthly uptick in inflation data, Yardeni added, "I think we're going to have some bumps along the road. Key inflation data will also be announced on Wednesday. Investors will also be looking toward the latest retail sales data to gauge consumer demand and retail inflation.
☆ A chief economist who called the 2008 housing bubble says home prices will fall another 15% over the next year as they remain too disconnected from buyer incomes and the supply of homes on the market
  + stars: | 2023-02-06 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
Central to their call is the fact that homes remain vastly unaffordable. Homes remain near their most unaffordable levels since the early 1980s, according to the National Association of Realtors' Housing Affordability Index. Home prices fall when supply outpaces demand. "New home sales remain prone to slump suddenly if the upward trend in existing home supply continues," Clancy said. KMPG economists say prices could fall as much as 20% in 2023, while Goldman Sachs and Morgan Stanley say prices will fall another 6.1% and 4%, respectively.
☆ Global economic outlooks appears better than people feared, says Ed Yardeni
  + stars: | 2023-01-30 | 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 EmailGlobal economic outlooks appears better than people feared, says Ed YardeniYardeni Research’s Ed Yardeni and Cantor Fitzgerald’s Eric Johnston, join 'Closing Bell: Overtime' to offer their cases for being bullish and bearish on stocks and markets, respectively.
☆ Maybe we're in an environment that's, 'Don't fight the bond market,' says Ed Yardeni
  + stars: | 2023-01-12 | 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 EmailMaybe we're in an environment that's, 'Don't fight the bond market,' says Ed YardeniEd Yardeni of Yardeni Research on where he sees the markets heading in 2023. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Odyssey Capital Advisor's Jason Snipe, Aureus Asset Management's Karen Firestone, DCLA's Sarat Sethi and Cerity's Jim Lebenthal.
☆ Watch 'Halftime Report's full conversation with Ed Yardeni
  + stars: | 2023-01-12 | 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 'Halftime Report's full conversation with Ed YardeniEd Yardeni of Yardeni Research on where he sees the markets heading in 2023. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Odyssey Capital Advisor's Jason Snipe, Aureus Asset Management's Karen Firestone, DCLA's Sarat Sethi and Cerity's Jim Lebenthal.
☆ Morgan Stanley breaks down why home prices are due to drop in 2023 for the first time in over a decade — and shares 3 data points that are strikingly similar to the mid-2000s crisis
  + stars: | 2023-01-09 | by ( William Edwards | ) www.businessinsider.com   time to read: +3 min
In October, home prices rose 9.2% year-over-year, S&P Dow Jones Indices said in a December statement. Affordability is dropping at the quickest pace in decades, he said, as mortgage rates remain above 6% and home prices remain historically high. While new home supply has soared, existing-home supply has stayed relatively low, meaning total supply has stayed low. Housing supply is calculated by considering the number of houses available and the pace of home sales per month. Total months of supply remain at just four months, a level that has been historically associated with climbing home prices," Egan said.
☆ Soft landing is likely, but current data shows no landing in 2023, says Ed Yardeni
  + stars: | 2023-01-04 | 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 EmailSoft landing is likely, but current data shows no landing in 2023, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'The Exchange' to discuss what to expect from the Fed ahead of its minutes later today. He also weighs in on the soft vs. hard landing debate.
☆ Watch CNBC's full interview with Yardeni Research's Ed Yardeni
  + stars: | 2023-01-04 | 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 Yardeni Research's Ed YardeniEd Yardeni, Yardeni Research president, joins 'The Exchange' to discuss what to expect from the Fed ahead of its minutes later today. He also weighs in on the soft vs. hard landing debate.
☆ History suggests the odds are against 2023 being another bad year for stocks
  + stars: | 2022-12-27 | by ( Bob Pisani | ) www.cnbc.com   time to read: +3 min
There's a lot of anxiety about a recession in 2023 and the impact it could have on the stock market. The S & P 500 is already down nearly 20% for the year, which is historically very unusual. Long-term, the stock market tends to go up The reason buy-and-hold investing works is that long-term, the stock market has always risen. The S & P 500 on average has gone up nearly three out of four years. S & P 500 year-over-year returns (since 1928, including dividends) Up: 72% Down: 28% During that 94-year period, the S & P 500 has averaged a yearly return of 11.7%, again including dividends (not adjusted for inflation).
☆ The hot job market will likely prevent a recession, top strategist Ed Yardeni says
  + stars: | 2022-12-19 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +4 min
Ed Yardeni thinks the economy can avoid a recession in 2023 as the consumer remains on solid footing. "It would be very unusual to have a recession when the labor market is this tight," Yardeni said. In addition to a hot labor market, Yardeni highlighted that credit markets are holding up very well even in the face of higher interest rates. And that type of labor and credit market strength isn't usually seen right before a recession. "It would be very unusual to have a recession when the labor market is this tight.
☆ Ed Yardeni on recession fears: The economy will prove to be remarkably resilient
  + stars: | 2022-12-15 | 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 on recession fears: The economy will prove to be remarkably resilientEd Yardeni, Yardeni Research president, joins 'Closing Bell: Overtime' to discuss what caused today's market sell-off and whether he thinks we're headed for a recession next year.
☆ The surprising group of stocks outperforming into a possible recession
  + stars: | 2022-12-09 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Industrials have shown "surprising strength," even as recession fears mount, according to Yardeni Research. The S & P 500 's industrial stocks have on average fallen a little less than 6% so far this year. That puts them in the middle of the pack among the 11 S & P sectors, but still a notable outperformance relative to the S & P 500's loss of almost 17% in the same period. Industrials are expected to post the second best earnings growth of the 11 S & P 500 sectors in 2023, Yardeni said. Boeing will also help the sector, Yardeni said, as the company sees increased demand upon resolution of its MAX jet safety issues.
☆ A fund manager who's outperformed 99% of his peers over the last 10 years shares 2 beaten-down homebuilder stocks he's betting on — and says the housing market is set to turn around next year with mor
  + stars: | 2022-12-06 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
The US housing market has dramatically slowed this year. This is because Smead sees a recession unfolding next year as his base case scenario, in which case mortgage rates would reverse. Yields on 10-year Treasury notes usually fall in a recession, as investors flock toward safehaven assets. "And you're more likely to get to 5.3% mortgage rates if you have a recession." Falling mortgage rates will raise affordability for prospective homebuyers, and will wake up demand that has been waiting on the sidelines for better buying conditions, he said.
☆ Russian oil just got hit with sanctions and a price cap after months of lead up. Here's what it means and what happens next.
  + stars: | 2022-12-05 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
If you take anything away from today's newsletter, let it be this: As of today, Russian oil faces a new European Union embargo, as well as a price cap. EU leaders have been debating a price cap for months, but on Friday agreed to a $60-a-barrel level. Some analysts predict Russian oil exports could drop by 1 million barrels per day, or about 20% of its seaborne volume. She told me over a video call from London that, ultimately, oil markets probably won't react dramatically in either direction. What do you think is the most likely outcome of the new sanctions on Russian oil?
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