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☆ The stock market is loving Trump’s return. The bond market has some concerns though
▼ + stars: | 2024-11-12 | by ( Matt Egan | ) edition.cnn.com time to read: +7 min

CNN —Donald Trump is returning to the White House, and the stock market is loving it. ‘The regime change’For now, stock market investors don’t seem bothered by the jump in bond yields or these inflationary or debt concerns. “The stock market jumped for joy that the election results were definitive, thus averting a contested election. Of course, market veterans say they wouldn’t be surprised to see the stock market eventually display concern about tariffs and inflation under Trump. That could pose a number of problems for the economy and the stock market.

Persons: Donald Trump, Trump, shockwaves, ”, David Kotok, Stephanie Roth, Roth, ” Roth, Sau Loeb, Kamala Harris, Harris, Jeff Buchbinder, “, Kotok, it’s, ” Kotok, They’re, Freddie Mac, ‘, Ed Yardeni, Yardeni, It’s, ’, BTIG’s Isaac Boltansky Organizations: CNN, White, Dow Jones, stoke, Trump, Advisors, Wolfe Research, Treasury, US Treasury Department, Getty, Wall Street, LPL, Fed, Stock Locations: Big, Washington , DC, Washington

☆ As the election winds down, worries of 'bond vigilantes' and inflation hit markets
▼ + stars: | 2024-11-04 | by ( Jeff Cox | ) www.cnbc.com time to read: +6 min

Specifically, he warned about traders taking the 10-year Treasury yield , a bond market benchmark, above 5% — a level it hasn't seen since mid-2007. To be sure, there are myriad reasons why the bond market has been in a state of tumult since mid-September, political considerations of a second Trump term being just one of them. "The bond market could easily nullify the impacts of another rate cut. That's because the bond market believes the Fed is cutting rates by too much, too soon, and is therefore raising long-term inflation expectations. It could carry "higher tariffs and mass deportations, which triggers stagflation in the US including a second inflation spike," the bank said.

Persons: Donald Trump, Chip Somodevilla, Kamala Harris, Ed Yardeni, Yardeni, Trump, Harris, Kumar, it's, Karen Dynan, Trump's, Peterson, Morgan Stanley Organizations: Fiserv, Republican National Convention, Treasury, Trump, Reserve, Bond, Yardeni Research, Sri, Kumar, Peterson Institute for International Economics, Federal Reserve, JPMorgan, Republicans Locations: Milwaukee , Wisconsin, United States

☆ The U.S. continues to surprise to the upside, says Ed Yardeni
▼ + stars: | 2024-10-21 | 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 U.S. continues to surprise to the upside, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, why he believes the market may be in the early stages of a melt-up, state of the economy, impact of the 2024 election, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Ed Yardeni on future 2024 rate cuts: 'None and done'
▼ + stars: | 2024-10-10 | 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 EmailEd Yardeni on future 2024 rate cuts: 'None and done'Yardeni Research’s Ed Yardeni, NewEdge’s Cameron Dawson and Virtus’ Joe Terranova, join 'Closing Bell' to discuss markets, what a slower Fed could mean for stocks and the economy.

Persons: Ed Yardeni, NewEdge’s Cameron Dawson, Virtus ’ Joe Terranova Organizations: Virtus ’

☆ Watch CNBC’s full interview with Yardeni Research’s Ed Yardeni, NewEdge’s Cameron Dawson and Virtus’ Joe Terranova
▼ + stars: | 2024-10-10 | 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 EmailWatch CNBC’s full interview with Yardeni Research’s Ed Yardeni, NewEdge’s Cameron Dawson and Virtus’ Joe TerranovaYardeni Research’s Ed Yardeni, NewEdge’s Cameron Dawson and Virtus’ Joe Terranova, join 'Closing Bell' to discuss markets, what a slower Fed could mean for stocks and the economy.

Persons: Yardeni, Ed Yardeni, NewEdge’s Cameron Dawson, Virtus ’ Joe Terranova Yardeni Research’s Ed Yardeni, Virtus ’ Joe Terranova Organizations: Virtus ’

☆ The economy is facing a 'no-landing' scenario that undercuts the financial relief many Americans hoped for
▼ + stars: | 2024-10-08 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +5 min

However, the economy and the job market may be too strong to warrant steep rate cuts in the near term. "September's strong employment report and upward revisions in July and August murdered the hard-landing scenario," Yardeni said in a note to clients this week. The 30-year mortgage rate has crept higher, not lower, since the Fed delivered its big rate cut. As the economy reaccelerates, inflation could become a problem again, solidifying a higher for longer interest rate outlook that many had abandoned after the Fed's jumbo rate cut last month. Advertisement"With benchmark interest rates coming down, most prospective borrowers don't feel relieved of high borrowing costs," according to Mark Hamrick, a senior economic analyst at Bankrate.

Persons: —, Ed Yardeni, Yardeni, Megan Horneman, Steven Blitz, Mark Hamrick Organizations: Service, Federal Reserve, Yardeni, Fed, Verdence Capital Advisors, TS Lombard, Philadelphia Fed

☆ Stock market today: Indexes drop and yields, oil prices spike ahead of earnings and fresh economic data
▼ + stars: | 2024-10-07 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

US stocks fell Monday as bond yields and oil prices moved higher. The rise in oil prices and solid September jobs report has revived inflation concerns. Friday's release of the September jobs report sparked the move higher in yields. AdvertisementMeanwhile, oil prices continued to surge on Monday, rising by about 4% as tensions in the Middle East continued to simmer on the first anniversary of the Hamas-led attack against Israel. The rise in oil prices and the stronger jobs report are fanning fears of a potential rebound in inflation, which would mean fewer rate cuts from the Federal Reserve.

Persons: — Organizations: PepsiCo, Service, Treasury, Israel, Federal Reserve, Amazon, Epic, Bank of America, Here's Locations: Hurricane Milton, Wells

☆ The Fed is done cutting rates this year as the 'phantom recession' is finally dead, market vet says
▼ + stars: | 2024-10-07 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +4 min

The Fed is done cutting interest rates for the rest of the year, according to Ed Yardeni. Fears of a recession have been almost completely eliminated, the market vet said in a note. The no-show Fed-triggered recession will remain a no-show, especially now that the Fed has started to lower the FFR even though it isn't warranted by the performance of the economy," Yardeni wrote. I think it broadens out from the Magnificent Seven to the S&P 493," Yardeni added, speaking to Bloomberg on Monday. "We're going to have another quarter where I think earnings will go to a record-high in the third quarter."

Persons: Ed Yardeni, Yardeni, —, landers, they're Organizations: Service, Reserve, Yardeni, Bureau of Labor Statistics, Services, Institution of Supply Management, Atlanta Fed, Fed, Bloomberg, Investor

☆ Stock market today: Indexes slip as bond yields jump after strong jobs data
▼ + stars: | 2024-10-07 | by ( Matthew Fox | ) www.businessinsider.com time to read: +2 min

US stocks fell Monday as investors assessed interest rate moves after Friday's strong jobs report. The 10-year Treasury yield rose above 4% for the first time since late July. Investors will focus on earnings season and the upcoming September CPI report this week. AdvertisementUS stocks dipped to start the week as investors assessed the outlook for interest rates following the strong September jobs report. The September CPI report is also on the economic calendar this week, set to be released on Thursday.

Persons: — Organizations: Treasury, Service, Dow Jones, Federal Reserve, Investors, PepsiCo, Here's

☆ There's a simple reason one of Wall Street's most bullish strategists expects a 40% rise in the S&P 500 by 2030
▼ + stars: | 2024-10-04 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Ed Yardeni predicts the S&P 500 could reach 8,000 by 2030. AdvertisementThere's a simple reason one of the most bullish Wall Street strategists expects the stock market to continue rising in the years ahead: compound interest. At a compounded annual growth rate of between 6% and 7%, the S&P 500 is on track to hit 8,000 by 2030, representing potential upside of about 40% from current levels. "The S&P 500 stock price index is driven by its earnings per share (EPS), which has been growing mostly between 6% and 7% since the 1950s," Yardeni said. He added: "EPS could double to $400 by the end of the decade in our Roaring 2020s scenario," Yardeni said.

Persons: Ed Yardeni, —, it's, Yardeni Organizations: Service, Yardeni, Federal Reserve

☆ There's a skills mismatch in the labor market, says Ed Yardeni
▼ + stars: | 2024-09-30 | 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 EmailThere's a skills mismatch in the labor market, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the state of the economy, what to expect from the jobs report this week, impact on the Fed's interest rate decision, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ The stock market rally risks sparking an unsustainable 'melt-up' as the economy overheats, market vet Ed Yardeni says
▼ + stars: | 2024-09-24 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

The stock market runs a bigger risk of an unsustainable melt-up, according to Ed Yardeni. AdvertisementStocks run the risk of seeing an unsustainable, dot-com style melt-up, thanks to the Federal Reserve's recent rate cut, according to market veteran Ed Yardeni. That move sparked a rally in stocks to fresh records —but it's also raised the odds of a stock market melt-up, he said, meaning investors are now facing the risk of an unsustainable market boom. And while inflation has cooled from its highs several years ago, it is still a risk, Yardeni noted. Advertisement"If they get to overheat the economy and get to create a bubble in the stock market, yeah they're creating some issues," Yardeni added.

Persons: Ed Yardeni, —, Stocks, it's, Yardeni, Michelle Bowman, haven't Organizations: Service, Bloomberg, Yardeni, Labor Department, Atlanta Fed

☆ Fed's rate cut may spark a 'melt-up,' says president of Yardeni Research
▼ + stars: | 2024-09-20 | 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's rate cut may spark a 'melt-up,' says president of Yardeni ResearchEdward Yardeni, president of Yardeni Research, joins ‘Closing Bell’ to discuss warning signs of a melt-up, the markets' response to Wednesday's rate cut, and more.

Persons: Edward Yardeni, Bell Organizations: Yardeni

☆ The stock market risks keeping Wall Street's biggest bulls up at night
▼ + stars: | 2024-09-14 | by ( Matthew Fox | ) www.businessinsider.com time to read: +6 min

The bulls on Wall Street have been largely right about the stock market over the past two years. Business Insider asked three bullish stock strategists what they consider the biggest risks. Yet, those economists have been largely wrong about what could sink the stock market and economy. "In May/June, when you had a lot of bears or those that had been late to jump on the bull parade all of a sudden switch their forecasts and kind of chase markets up, which is pretty, I mean pretty, pretty, pretty classic," Belski told Business Insider. The second risk is, similar to Belski's concern, a 1990's type melt-up in the stock market.

Persons: —, Brian Belski, Belski, Yardeni Research's Eric Wallerstein Eric Wallerstein, Wallerstein, that's, Carson, Sonu Varghese Sonu Varghese, Varghese Organizations: Business, Service, BMO, Nvidia, Yardeni Research, Carson Group, Federal Locations: Russia, Ukraine, China, Taiwan

☆ 'Ultra dovish' cuts may be off the table after CPI report, says Ed Yardeni
▼ + stars: | 2024-09-11 | 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 Email'Ultra dovish' cuts may be off the table after CPI report, says Ed YardeniEd Yardeni, Yardeni Research president, joins CNBC's 'Squawk on the Street' to discuss if core CPI report should be threatening to rate cuts, what he thinks about the proposed overhaul of Basel Endgame, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research Locations: Basel

☆ The economy is fine despite the recent jobs data, says Ed Yardeni
▼ + stars: | 2024-08-05 | 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 EmailThe economy is fine despite the recent jobs data, says Ed YardeniEdward Yardeni, Yardeni Research, joins 'Closing Bell' to discuss markets, the Fed and the economy.

Persons: Ed Yardeni Edward Yardeni Organizations: Fed

☆ The economy has demonstrated that these are normal interest rates, says Ed Yardeni
▼ + stars: | 2024-07-29 | 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 EmailThe economy has demonstrated that these are normal interest rates, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, the state of the economy, the Fed's rate path outlook, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Stock market today: Nasdaq suffers worst day since 2022 as weak earnings spark steep sell-off
▼ + stars: | 2024-07-24 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

US stocks dropped Wednesday, with the Nasdaq seeing its steepest single-day loss since 2022. AdvertisementUS stocks dropped on Wednesday, led by a steep sell-off in the tech sector after the first batch of mega-cap earnings disappointed investors. Tesla shares dropped 12% after the carmaker missed earnings estimates and logged a big drop in auto revenue. AdvertisementOther mega-cap tech stocks also tumbled in Wednesday's session as investor sentiment soured. Investors are waiting on more mega-cap tech earnings, with Meta, Apple, and Amazon set to report their financials next week.

Persons: — Organizations: Nasdaq, Service, Dow Jones Industrial, YouTube, Nvidia, Meta, Tech, Apple, Here's Locations: Tech

☆ This sell-off is just a market correction of the 'Magnificent 7', says Ed Yardeni
▼ + stars: | 2024-07-24 | 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 EmailThis sell-off is just a market correction of the 'Magnificent 7', says Ed YardeniEd Yardeni, Yardeni Research, joins 'Closing Bell' to discuss the trading day and his market outlook.

Persons: Ed Yardeni Ed Yardeni

☆ The stock market is approaching 2 catalysts that will spark the next leg of the bull run, market vet says
▼ + stars: | 2024-07-23 | by ( Matthew Fox | ) www.businessinsider.com time to read: +4 min

The record stock market rally will get a boost from key economic data and earnings results, Ed Yardeni said. Yardeni highlighted strong company earnings and profit margins supporting the market in a way it didn't in 2000. AdvertisementThe stock market rally is set to continue this week as investors digest two key pieces of economic data and an onslaught of second-quarter earnings results. "We've acknowledged that the current stock market rally is reminiscent of the valuation-led market meltup of the 1990s. "We're expecting S&P 500 earnings per share of $250, $270, and $300 in 2024, 2025, and 2026, respectively.

Persons: Ed Yardeni, —, We've, we've, Yardeni, We're Organizations: Service, Yardeni Research, PCE, Federal Reserve

☆ Trump's trade and tax policies are the new hot-button topic dividing economists and market experts
▼ + stars: | 2024-07-13 | by ( Filip De Mott | ) www.businessinsider.com time to read: +6 min

Experts hold drastically different views, creating a new hot-button topic that will continue to be debated up until the election in November. The camp staunchly opposed to Trump's policiesThe base argument against Trump's fiscal platform is that tariffs are, by nature, inflationary. AdvertisementIn a recent op-ed for the Financial Times, he cited the "benign" impact Trump's first-term tariffs had on the US economy. Looking ahead to a new term, Yardeni thinks Trump's most extreme pursuits will likely be watered down by Congress. AdvertisementRepublican donor Kyle Bass — who serves as the chief investment officer of Hayman Capital Management — has taken a different tact in his support of Trump's fiscal agenda.

Persons: —, Donald Trump, Trump's, Trump, he's, David Kelly, Larry Summers, Paul Krugman, Goldman Sachs, Ed Yardeni, Yardeni, Steve Eisman, Kyle Bass —, Hayman Capital Management —, Joseph Stiglitz, Biden Organizations: Service, Donald Trump White House, Business, Trump, House Republicans, Foundation, New York Times, Peterson Institute, Yardeni Research, Financial Times, Congress, CNBC, Hayman Capital Management, Oxford Economics Locations: China, It's

☆ Wall Street is bullish on stocks for the 2nd half of the year. Here are each firm's exact forecasts.
▼ + stars: | 2024-07-12 | by ( Matthew Fox | ) www.businessinsider.com time to read: +7 min

The most bullish S&P 500 price target is 6,000 from Evercore ISI, which represents a gain of about 7%. While the average year-end S&P 500 price target is 5,429, according to data from Bloomberg, the median year-end price target is 5,600. Yardeni Research: S&P 500 price target of 5,800Yardeni Research raised its year-end S&P 500 price target to 5,800 from 5,400 this week. Goldman Sachs: S&P 500 price target of 5,600Goldman Sachs strategist David Kostin boosted his S&P 500 price target to 5,600 from 5,200 last month. UBS: S&P 500 price target of 5,600UBS raised its S&P 500 price target to 5,600 from 5,400 in May, and that's after the bank raised its price target in February.

Persons: —, Julian Emanuel, Emanuel, they're, Oppenheimer, John Stoltzfus, Stoltzfus, Eric Wallerstein, Wallerstein, Ned Davis, Ed Clissold, Goldman Sachs, David Kostin, Kostin, Jonathan Golub Organizations: Wall, ISI, Service, Bloomberg, CNBC, Security, Yardeni, Research, Federal Reserve, Ned Davis Research, UBS, Chicago, & $ Locations: bearish

☆ The rate cut feels like it's really coming, says Ed Yardeni
▼ + stars: | 2024-07-11 | 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 rate cut feels like it's really coming, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss his outlook and expectations for the markets and the Fed.

Persons: it's, Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Ed Yardeni raises S&P forecast, says 'Roaring 2020s' happening even faster than he expected
▼ + stars: | 2024-07-11 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

The stock market's steady rally is forcing even bullish market forecasters to play catch-up and raise their targets. Ed Yardeni of Yardeni Research late Wednesday hiked his year-end target for the S & P 500 to 5,800 from 5,400. This week's report repeated Yardeni's forecast that the S & P 500 can reach 8,000 by the end of the decade. According to the CNBC Market Strategist Survey , the average year-end target from major banks is 5,464, with a median forecast of 5,600. The S & P 500 is higher by 18% year to date, and nearly 28% over the past 12 months.

Persons: Ed Yardeni, We've, Yardeni, CJ Lawrence, EF Hutton Organizations: Yardeni Research, CNBC Market, Survey, yearend, Nvidia, Prudential Equity Group, Deutsche Bank's, Prudential, Bache Securities, EF

☆ Watch CNBC’s full interview with Ed Yardeni, Joe Terranova and Kristina Hooper
▼ + stars: | 2024-07-11 | 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, Joe Terranova and Kristina HooperYardeni Research's Ed Yardeni, Virtus’ Joe Terranova and Invesco's Kristina Hooper, join, 'Closing Bell' to discuss their outlook and expectation for the markets and the Fed.

Persons: Ed Yardeni, Joe Terranova, Kristina Hooper Yardeni, Virtus ’ Joe Terranova, Invesco's Kristina Hooper Organizations: Virtus ’

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