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☆ It's hard to see a recession looming with the resilient labor market, says Ed Yardeni
▼ + stars: | 2023-11-14 | 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 EmailIt's hard to see a recession looming with the resilient labor market, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss his S&P targets and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Ed Yardeni says the ‘bond vigilantes’ have retreated, so the S&P 500 can rally to 4,600
▼ + stars: | 2023-11-13 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

In Yardeni's estimation, the bear market ended in October 2022, and the stock market has been in a bull market since, calling the August-through-October weakness simply a correction. Yardeni is credited with coining the term " bond vigilantes " in the 1980s. US10Y 1M mountain The 10-year Treasury yield has retreated from its late-October highs. "We are expecting that both the bond yield and the oil price will stabilize around current levels. During the latest stock market correction, the Bond Vigilantes saddled up and were riding high.

Persons: Ed Yardeni, Yardeni, Santa Claus Organizations: Yardeni, Treasury, Bond Vigilantes Locations: Santa

☆ Analysis: The US presidential election is next year. Here’s what that could mean for stocks
▼ + stars: | 2023-11-09 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

New York CNN —The US presidential election is less than a year away. Wall Street has a laundry list of uncertainties that it worries could threaten the current stock rally, including the upcoming presidential election. But history shows that stocks typically gain during the fourth year of presidential terms. The S&P 500 has gained 6.2% on average during the fourth year of presidential terms since 1932, according to Yardeni Research. That’s below the 13.5% gain the index has averaged during the third year of presidential terms since 1931.

Persons: ’, There’s, Darrell Crate, ”, Goldman Sachs, Joe Abbott, Abbott, Loretta Mester, Bryan Mena, Elisabeth Buchwald, Hawkish, Mester, Heidi Gartland, “, ” Gartland, Read, Niron, Peter Valdes, Niron Magnetics, Jonathan Rowntree Organizations: CNN Business, Bell, New York CNN, Federal Reserve, The New York Fed, Management, Investors, Research, Yardeni Research, “, CNN, Cleveland Fed, Reserve Bank, Cleveland, Regional, Bank, General Motors, China General Motors Locations: New York, East, Russia, Ukraine, Wisconsin, China, Minnesota

☆ The bond vigilantes 'aren't necessarily done' voicing their concerns, says Ed Yardeni
▼ + stars: | 2023-11-06 | 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 bond vigilantes 'aren't necessarily done' voicing their concerns, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the state of the bond market and Treasury yields, the Fed's inflation fight, oil markets, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research, Treasury

☆ Expect the market to chop around into year-end, says John Hancock's Emily Roland
▼ + stars: | 2023-10-30 | 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 EmailExpect the market to chop around into year-end, says John Hancock's Emily RolandEd Yardeni, Yardeni Research president, and Emily Roland, John Hancock Investment Management co-chief investment strategist, join 'Power Lunch' to discuss the markets heading into year-end and their 2024 outlook.

Persons: John Hancock's Emily Roland Ed Yardeni, Emily Roland, John Organizations: Yardeni Research, John Hancock Investment Management

☆ The economy has proven it can live with 4.5-5% bond yields, says Ed Yardeni
▼ + stars: | 2023-10-16 | 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 EmailThe economy has proven it can live with 4.5-5% bond yields, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, earnings season so far, Treasury yields, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Moody's shares its top 10 cities for home-price appreciation over the next 3 years — including 5 with median prices under $170,000 — with home values on a national basis set to fall further
▼ + stars: | 2023-10-15 | by ( William Edwards | ) www.businessinsider.com time to read: +2 min

But the housing market isn't necessarily locked into a period of sustained high home prices, at least yet, according to housing-focused Moody's economist Matthew Walsh. Walsh told Insider on Thursday that he expects national home prices to fall by around another 4% by the end of the current cycle. Below, we've listed the 10 markets where Walsh sees the highest upside from August 2023 through August 2026. While Walsh is most bullish on these markets, he said the appreciation wouldn't be flashy. We've also listed the current median home price in each market, according to Redfin data.

Persons: Matthew Walsh, Walsh, We've Organizations: National, National Association of

☆ The Fed is done raising interest rates, says Yardeni Research's Ed Yardeni
▼ + stars: | 2023-10-12 | 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 EmailThe Fed is done raising interest rates, says Yardeni Research's Ed YardeniEd Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss CPI inflation data, the outlook for future rate hikes, and more.

Persons: Yardeni, Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Forget Gen Zers and Taylor Swift concerts. It's boomers who are flashing their dollars.
▼ + stars: | 2023-10-10 | by ( Cork Gaines | ) www.businessinsider.com time to read: +5 min

The hope of avoiding a recession in the US heated up this year despite interest rates skyrocketing over the past 18 months. They also have more of a buffer than from the economic impact of inflation and higher interest rates than younger generations. AdvertisementAdvertisementWhile high interest rates and soaring prices for homes in recent years are terrible for young buyers, they are increasing the wealth of older Americans. Lance McMillan/Toronto Star via Getty ImagesMeanwhile, higher rates are helping older Americans grow their wealth in other ways. So older Americans who, in the past, would have been forced to sacrifice higher returns for safer investments can now get both.

Persons: boomers, —, Taylor Swift, Tim Robberts, Ed Yardeni, Yardeni, they'll, they've, Lance McMillan, Neil Howe, demographer, Howe Organizations: Boomers, Service, Census Bureau, Labor, Images, Yardeni Research, New, Toronto Star, Getty, Treasury Locations: New York

☆ Ed Yardeni explains why the bond vigilantes aren't happy
▼ + stars: | 2023-10-03 | 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 explains why the bond vigilantes aren't happyEd Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss the current state of the bond market, the recent 'disorderly' selling of bonds, and more.

Persons: Ed Yardeni, aren't Organizations: Yardeni Research

☆ How high could interest rates go? Where analysts see the 10-year yield headed next
▼ + stars: | 2023-10-03 | by ( Sarah Min | ) www.cnbc.com time to read: +5 min

The 10-year U.S. Treasury yield has hit its highest level in 16 years, but a host of economists and money managers and investors expect it can go still further. If the 10-year yield broke out convincingly above 5.25%, Ginsberg said it could next move above 7% — although he'd be "shocked" to see yields that high. He assumes that even a 10-year yield above 5% will cause something to go wrong in one corner of the market or the economy. "It's gonna be a challenging environment for investors, for stock investors," Ginsberg said. However, he expects the 10-year yield could stabilize around 4.5% and 5%.

Persons: Ed Yardeni, Rob Ginsberg, Ginsberg, We're, Russell, Katie Stockton, Stockton, Wolfe Research's Ginsberg, Ray Dalio, Yardeni Organizations: Treasury, Yardeni, Research, Apple, Nvidia, U.S ., Bridgewater Associates Locations: Stockton

☆ Ed Yardeni expects 2024 to be a strong growth year
▼ + stars: | 2023-10-02 | 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 expects 2024 to be a strong growth yearEd Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss the state of the economy in this high-rate environment and more.

Persons: Ed Yardeni Organizations: Yardeni Research

☆ A 32-year market vet warns a recession is still on the way as the Fed's jumbo rate hikes continue to work their way into the economy — and shares 3 reasons why stocks are overvalued by 35%
▼ + stars: | 2023-09-30 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

The hikes scared investors into thinking a recession would be on the way. But today, the labor market remains strong and inflation is under 4%, prompting rosier outlooks about the fate of the US economy. Rate hikes take time to work their way into the economy. But their main adversary going forward is going to be the Fed, with inflation still elevated. The Consumer Price Index is at 3.7% year-over-year, and core inflation, which the Fed watches closely, is even higher at 4.3%.

Persons: Michael Pento, Piper Sandler, Pento, Louis, LEI, Greg Boutle, Morgan Stanley's Mike Wilson, Piper Sandler's Michael Kantrowitz, Jeremy Grantham, Merrill Lynch, Gary Shilling, Jerome Powell Organizations: Federal Reserve, Federal Reserve Bank of St, National Federation of Independent Businesses, Conference, Stock, Robeco, Nasdaq, BNP, Fed

☆ Inflation is the number one issue for me, says Yardeni Research president
▼ + stars: | 2023-09-27 | 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 EmailInflation is the number one issue for me, says Yardeni Research presidentEd Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss what Yardeni's worried about in the economy, whether the U.S. government should be worried about bond vigilantes, and the best-case scenario for the economy.

Persons: Ed Yardeni Organizations: Yardeni Research

☆ CNBC Daily Open: An ‘immaculate disinflation’ amid uncertainty?
▼ + stars: | 2023-09-19 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. They're all but certain the central bank will keep interest rates the same for now, according to the CME FedWatch Tool. It's the November meeting investors are fretting over. Hence, the Fed's dot plot, which charts where the central bankers think interest rates will be in the short- and long-term, will be closely scrutinized by investors. "And I think we may very well have immaculate disinflation, where inflation comes down without an economy-wide recession."

Persons: Goldman Sachs, Jan Hatzius, it's, Hatzius, Ed Yardeni, they're, Yardeni Organizations: New York Stock Exchange, Ormat Technologies, Inc, NYSE, CNBC, Yardeni Locations: U.S

☆ CNBC Daily Open: Amid uncertainty, an ‘immaculate disinflation’?
▼ + stars: | 2023-09-19 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

Spencer Platt | Getty ImagesThis report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. They're all but certain the central bank will keep interest rates the same for now, according to the CME FedWatch Tool. It's the November meeting investors are fretting over. Hence, the Fed's dot plot, which charts where the central bankers think interest rates will be in the short- and long-term, will be closely scrutinized by investors.

Persons: Spencer Platt, Goldman Sachs, Jan Hatzius, it's, Hatzius, Ed Yardeni, they're, Yardeni Organizations: New York Stock Exchange, Getty, CNBC, Yardeni Locations: New York City, U.S

☆ We may very well have an immaculate disinflation, says Ed Yardeni
▼ + stars: | 2023-09-18 | 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 EmailWe may very well have an immaculate disinflation, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate hike campaign, economic outlook, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Everybody agrees that inflation has to come down for the economy to grow sustainably: Ed Yardeni
▼ + stars: | 2023-09-15 | 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 EmailEverybody agrees that inflation has to come down for the economy to grow sustainably: Ed YardeniEd Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss his call for a year-end stock surge.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ Experts are split on whether stocks will beat the 'September Effect' – Ed Yardeni warns of pain while Bank of America sees room for gains
▼ + stars: | 2023-09-10 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +5 min

September is historically considered the worst month of the year for stocks, in what is known as the "September Effect." But this year, market experts appear divided over whether US equities will repeat the pattern or defy it. AdvertisementAdvertisementEd Yardeni, president of Yardeni Research"On Sunday, we observed that September is a good month for picking apples. Among things that could go wrong for investors this month, Yardeni highlighted rising oil prices, inflation risks, and China's faltering economy. David Rosenberg, founder of Rosenberg ResearchIn contrast, top economist Rosenberg has long-warned about a looming crash in in stocks.

Persons: Ed Yardeni, Yardeni, it's, Santa Claus, Tom Lee, Fundstrat's Tom Lee, Lee, we're, Stephen Suttmeier, Suttmeier, Jeremy Siegel, Wharton, Siegel, David Rosenberg, Rosenberg Organizations: Service, CFRA Research, Yardeni, Investor, Federal Reserve, Bank of America, " Bank of America, Fed, Rosenberg Research Locations: Wall, Silicon, Septembers, Santa

☆ September is historically the worst month for stocks. That might not be the case this year
▼ + stars: | 2023-09-07 | by ( Krystal Hur | ) edition.cnn.com time to read: +5 min

CNN —US stocks typically see their worst performance of the year in September, but there are signs the market could avoid a steep downturn this time around. This month has been the worst for stocks on average since 1928, according to Yardeni Research. That’s partly because, much like August, there is a lull in economic data that could catalyze a stock rally. While stocks fell roughly 2% in August, they still outperformed their 4% loss during the same month last year. It’s the latest example of how extreme weather, exacerbated by climate change, impacted major North American attractions this summer, reports my colleague Nathaniel Meyersohn.

Persons: Mark Hackett, Hackett, “, ”, Stocks, he’s, Nathaniel Meyersohn, Red Bull, Jessie Yeung, Junko Ogura, Nissin, Nissin Curry, ” Read Organizations: CNN Business, Bell, CNN, Research, Labor, Nationwide, Reserve, Dow Jones Industrial, Nasdaq, Nvidia, Walt Disney World, Universal Orlando Locations: Saudi Arabia, Russia, Nevada, SeaWorld, Southwest, California, Canada, Florida, Asia, Japan

☆ We're seeing the soft landing that the market's been looking for, says Ed Yardeni
▼ + stars: | 2023-09-01 | 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 EmailWe're seeing the soft landing that the market's been looking for, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, the August jobs report, the Fed's rate hike campaign, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

☆ August once again lives up to its dismal reputation for stocks
▼ + stars: | 2023-08-24 | by ( Fred Imbert | ) www.cnbc.com time to read: +3 min

The S&P 500 is down more than 3% this month, on pace to snap a five-month winning streak. Go back 20 years and the performance gets worse: The S&P 500 has averaged a monthly 0.1% loss in that time. The S&P 500 has averaged a 0.5% loss in September over the past 20 years. Over the past 10 years, the S&P 500 has fallen an average of 1% each September. "For S&P 500 levels, we see 4,400 as the start of support (50-day average) that extends down to 4,200 (Feb.

Persons: Brendan McDermid, Wall, —, Oppenheimer, Ari Wald, China's, Ed Yardeni, we're Organizations: New York Stock Exchange, Reuters, Nasdaq, Dow Jones, Federal Reserve, CNBC, Wall, Garden Holdings, Hang, Yardeni Research Locations: China, U.S, Hong Kong

☆ CNBC Daily Open: When yields are this high, why buy stocks?
▼ + stars: | 2023-08-23 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

Nathan Howard | Bloomberg | Getty ImagesThis report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Typically, stocks — if they do well — tend to return more than a risk-free asset, precisely because it isn't certain stocks will rise. While "the Fed can control short rates," long rates going up can introduce "significant risk" to the economy, such as the recent Fitch downgrade and quantitative tightening. It wasn't a surprise, then, that stock markets fell Tuesday.

Persons: Nathan Howard, yield's, Rupert Thompson, Cash, That's, Bob Pisani, it's, Torsten Slok, Adam Turnquist, Ed Yardeni Organizations: Treasury, Bloomberg, Getty, CNBC, Kingswood Group, Dow Jones Industrial, Nvidia, LPL, Yardeni Locations: Washington , DC

☆ CNBC Daily Open: With such high yields, why buy stocks?
▼ + stars: | 2023-08-23 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +5 min

Nathan Howard | Bloomberg | Getty ImagesThis report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. That's called the equity risk premium, a return that's supposed to compensate stock investors for the chance that they might lose money. Another potential issue that could crop up with high Treasury yields is that it could make the Federal Reserve's job tougher. It wasn't a surprise, then, that stock markets fell Tuesday.

Persons: Nathan Howard, Tesla, Anwar Ibrahim, CNBC's Martin Soong, That's, yield's, Rupert Thompson, Cash, Bob Pisani, it's, Torsten Slok, Adam Turnquist, Ed Yardeni Organizations: Treasury, Bloomberg, Getty, CNBC, Nasdaq, Japan's Nikkei, Malaysia, country's, Vehicle Global, Analysts, International Atomic Energy Agency, Kingswood Group, Dow Jones Industrial, Nvidia, LPL, Yardeni Locations: Washington , DC, Asia, Pacific, Shanghai, Malaysia, California, China, Tokyo

☆ The bond market is still driven to a large extent by inflation, says Ed Yardeni
▼ + stars: | 2023-08-22 | 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 EmailThe bond market is still driven to a large extent by inflation, says Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, why he believes stocks are clearly being driven by bonds, Treasury yields outlook, and more.

Persons: Ed Yardeni Ed Yardeni Organizations: Yardeni Research

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