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☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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).
☆ 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.
☆ Market veteran Ed Yardeni shares his recession odds and geopolitical risks: 'The world just isn't a safe place these days'
  + stars: | 2022-12-03 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
Today features my conversation with top strategist and economist, Ed Yardeni, on his recession outlook and what he sees as the US economy's biggest risks for 2023. Ed Yardeni, President of Yardeni Research Ed YardeniEd Yardeni is the president of Yardeni Research. Ed Yardeni: For the past year or so, the main issue for the US economy is inflation. EY: They can either continue to tighten until they cause a recession, but that's not my most likely scenario. I think either rates are going to go higher, causing a recession, which would bring interest rates down next year.
☆ Top strategist Ed Yardeni explains the biggest risks that could send the US economy into recession - and shares the 3 stock sectors he's most bullish on for 2023
  + stars: | 2022-12-03 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +4 min
In an interview with Insider, Ed Yardeni broke down his his 2023 outlook for the US economy and stock market. He put the odds of a soft landing next year at 60% and the odds of a hard landing at 40%. And by the end of 2023, Yardeni predicted the S&P 500 could climb to around 4,800. But Yardeni said the yield curve may not be as reliable of a recession indicator compared to previous years. Geopolitics presents the second largest risk to the economy, Yardeni continued, pointing to the Russia-Ukraine war, US-China tensions, Beijing's zero-COVID policies, and Iran.
☆ Watch CNBC's full interview with Ed Yardeni
  + stars: | 2022-11-30 | 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 EmailWatch CNBC's full interview with Ed YardeniEd Yardeni of Yardeni Research joins the 'Halftime Report' to discuss his economic outlook for 2023, high valuation multiples and consumer spending.
☆ Ed Yardeni of Yardeni Research on why S&P sentiment remains bearish
  + stars: | 2022-11-30 | 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 EmailEd Yardeni of Yardeni Research on why S&P sentiment remains bearishEd Yardeni of Yardeni Research joins the 'Halftime Report' to discuss his economic outlook for 2023, high valuation multiples, consumer spending in the face of high inflation and fiscal spending.
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