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☆ 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
☆ Tesla keeps touting future plans. But without specific details, investors aren't buying it.
  + stars: | 2024-07-24 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +7 min
In today's big story, we're looking at another Tesla earnings report that was light on details about big future plans . The approach worked well last quarter when Tesla's earnings report was even worse than expected . However, big-picture plans without concrete details fell flat for investors this time around. It's Tesla's silver lining amid the EV market slowdown. But as beneficial as competitors were to Tesla this quarter, others seem to be gearing up for battle.
Persons: Jordan Strauss, Chelsea Jia Feng, Elon, Katherine Tangalakis, Hannah Getahun, that's, —, Musk, Toby Melville, BI's Nora Naughton, It's, BI's Jordan Hart, Sundar Pichai, Waymo, Jenny Chang, Rodriguez, Wall, Keith Lerner, Ed Yardeni, Michael M, Tyler Le, Jensen Huang, Rebecca Zisser, Biden, Benjamin Netanyahu, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock, Annie Smith, Amanda Yen Organizations: Business, Chelsea, AP, Tesla, Getty, BI Supply, Nvidia, Big Tech, Hollywood, AWS, Microsoft, Paramount, Digital, Google, IBM, Ford Motors, Samsung, Galaxy, The Locations: Waymo, San Francisco, Phoenix, New York, Paris, London
☆ 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
☆ Don't bet on the stock-market rotation as small-caps historically suffer when rates come down, Barclays says
  + stars: | 2024-07-19 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
Small-caps historically decline before and after the first interest rate cut, Barclays reported. This argues against the growing narrative that the easing cycle will boost small-caps, the bank said. AdvertisementBarclays ResearchTheir finding opposes many prevailing viewpoints on Wall Street, where rising bets of lower interest rates have sent investors piling into the small-cap trade. In part, falling interest rates might help ease debt burdens, but they can also signal a cooling economy — which favors large-cap exposure. Market veteran Ed Yardeni wrote this week that the small-caps trade has no legs, given the sector's lackluster forward earnings, revenue, and profit margins.
Persons: —, Venu Krishna, Russell, June's, Tom Lee, Ed Yardeni, Liz Young Thomas Organizations: Barclays, Service, NASDAQ, Federal
☆ 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
☆ 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 ’
☆ Thursday was a historically strange day in the stock market. That may be good news
  + stars: | 2024-07-11 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Wall Street saw a dramatic shift in market trends on Thursday, with winning and losing stocks swapping places for a day. The Russell 2000 small-cap index, which has struggled to find its footing all year, jumped more than 3% on Thursday. Thursday was just the second day since 1979 when the Russell 2000 rose more than 3% while the S&P 500 declined. The Nasdaq Composite underperformed the Russell 2000 by more than 5 percentage points in what appears to be biggest daily gap on record. "Today's an important day," Ed Yardeni of Yardeni Research said on CNBC's "Closing Bell.
Persons: Russell, Ed Yardeni, Jerome Powell Organizations: Nvidia, Apple, Nasdaq, Investment Group, Pfizer, Yardeni Research, Federal Reserve
☆ 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
☆ Stock market today: Tech drags indexes lower, small-caps soar after inflation data boosts rate-cut bets
  + stars: | 2024-07-11 | by ( Max Adams | ) www.businessinsider.com   time to read: +3 min
Tech stocks tumbled Thursday, weighing on the broader market after the June CPI report. AdvertisementUS stocks slid on Thursday, weighed down by tech names like Nvidia and Microsoft as the Nasdaq tumbled 2%. Here's where US indexes stood at the 4:00 p.m. closing bell on Wednesday:Inflation clocked in at 3% last month, cooler than expected and marking the second month of encouraging data after a tough first quarter. AdvertisementCommentators were quick to call a September rate cut as all but assured, and the odds of a cut at this month's policy meeting crept up slightly as well. "A September rate cut should be a done deal at this point.
Persons: —, Russell, Ed Yardeni, Ron Temple Organizations: Service, Nvidia, Microsoft, Nasdaq, Federal Reserve, Lazard, Fed
☆ '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
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