DIRS.INFO The most relevant business & tech news

☆ 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

☆ 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

☆ 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, & $

☆ 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.

☆ 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.

☆ Fed should pause at 5% rates until banking crisis fallout fades, says Yardeni Research's Ed Yardeni
▼ + stars: | 2023-04-13 | 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 EmailFed should pause at 5% rates until banking crisis fallout fades, says Yardeni Research's Ed YardeniEd Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the Fed's base case for a recession this year, if there's downside risk to the markets from the banking crisis and more.

☆ CNBC Daily Open: Markets rallied because nothing broke yesterday
▼ + stars: | 2023-03-30 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

For markets still reeling from the banking crisis, no news is good news. This 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. Or perhaps it was precisely the lack of any significant event that cheered markets. Subscribe here to get this report sent directly to your inbox each morning before markets open.

☆ CNBC Daily Open: Nothing broke yesterday. Markets cheered
▼ + stars: | 2023-03-30 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

☆ US stocks could end this year 14% higher because banking turmoil will trigger a Fed pause, veteran investor Ed Yardeni says
▼ + stars: | 2023-03-30 | by ( George Glover | ) www.businessinsider.com time to read: +4 min

The S&P 500 could hit 4,600 points by the end of this year, according to Ed Yardeni. The veteran investor turmoil in the US banking sector to lead to the Federal Reserve pausing its rate hikes. "This banking crisis is going to be very well-contained," the veteran investor told CNBC on Wednesday. "And at the same time, I think it's going to keep the Fed from raising interest rates even further," he said. "We saw that last year with the meme stocks, with the SPACs, with the Ark stocks," he added.

☆ The bull vs. bear case for the economy and Fed
▼ + stars: | 2023-03-29 | 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 bull vs. bear case for the economy and FedGreg Branch, Veritas Financial Group managing partner, and Ed Yardeni, Yardeni Research president, join 'Closing Bell' to offer the bull-bear debate for the economy.

☆ A senior economist at Interactive Brokers shares why home prices across the country will fall another 11% over the next year — and why a 2008-size crash he had expected won't come after all
▼ + stars: | 2023-03-29 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Interactive Brokers Senior Economist José Torres says home prices will drop 15% peak-to-trough. The weakening in the housing market will continue into Q4 of this year or Q1 of 2024, according to José Torres, a senior economist at Interactive Brokers. Affordability is measured by home prices and mortgage rates relative to incomes. Yardeni ResearchTorres thinks affordability will stay at relatively depressed levels in the months ahead because he sees mortgage rates staying high. As for mortgage rates, consensus among firms like Goldman Sachs, the Mortgage Bankers Association, Moody's, and others is that 30-year rates will remain above 5%.

☆ Watch CNBC's full interview with Veritas' Greg Branch and Yardeni Research's Ed Yardeni
▼ + stars: | 2023-03-29 | 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 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 offer the bull-bear debate for the economy.

☆ Ed Yardeni says the S&P 500 can rally by double digits to end the year at 4,600
▼ + stars: | 2023-03-29 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Market veteran Ed Yardeni believes the S & P 500 can still earn a double-digit gain this year despite the banking crisis as well as fears of a hard landing. And at the same time, I think it's going to keep the Fed from raising interest rates even further," Yardeni said on CNBC's " Closing Bell " Wednesday. Yardeni said he doesn't think the Fed will cut rates this year. "I think they are currently now in a restrictive enough level where they don't have to keep raising interest rates," he said. .SPX 1Y mountain S & P 500 The president of Yardeni Research set his S & P 500 year-end target at 4,600, which would translate into a roughly 20% gain for the year and a 14% rally from Wednesday's close of 4,027.81.

☆ Wall Street veteran Ed Yardeni says the U.S. has been in a 'rolling recession'
▼ + stars: | 2023-03-24 | 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 EmailWall Street veteran Ed Yardeni says the U.S. has been in a 'rolling recession'Ed Yardeni of Yardeni Research says the U.S. Federal Reserve has "done enough" and no longer needs to raise interest rates.

☆ U.S. banking sector appears in much better shape than European counterparts, says Ed Yardeni
▼ + stars: | 2023-03-24 | 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. banking sector appears in much better shape than European counterparts, says Ed YardeniEd Yardeni, Yardeni Research president, joins CNBC's "Squawk Box" to discuss signs of trouble at European banks.

Search resuls for: "Yardeni Research"

25 mentions found