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Ed Yardeni

  • Analysis & Comment

Ed Yardeni's Comment & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & comment - Page 8

Bond Vigilantes Put 5% Yield in Crosshairs
By Ed Yardeni - Jan 08, 2025
The US economy continues to roar. December's ISM purchasing managers survey showed that services activity remains strong. The JOLTS data, albeit a bit stale from November, showed job openings jumped....
This is the time of year when we all wish one another a healthy, happy, and prosperous new year. The past two years were certainly prosperous ones for equities investors, as the S&P 500 rose...
2025 Outlook: What Lies Ahead?  
By Ed Yardeni - Dec 30, 2024
Ed and Eric look forward to the new year in this week's webcast below
In a November 19 post titled “Yardeni And The Long History of Stock Market Prediction Problems,” Lance Roberts, the Chief Investment Strategist for RIA Advisors, wrote that I am a permabull. The...
Inflation I, the Good: In our Roaring 2020s scenario, a productivity growth boom boosts real GDP growth, keeps a lid on inflation, drives up real labor compensation, and widens profit margins. Last...
Is the Fed Inflating and China Deflating?
By Ed Yardeni - Dec 17, 2024
Last Thursday, we wrote, "After today's PPI, we won't be surprised if Fed officials plant a story in The Wall Street Journal over the weekend titled something like "Fed Officials Might Vote To Pause...
Look up in the sky. It's a bird. It's a plane. It's Superman! Nope, it's lots of drones flying over New Jersey, New York, and Maryland typically between 6 p.m. and 11 p.m. They are reportedly the...
Roaring 2020s Tour Deep in the Heart of Texas
By Ed Yardeni - Dec 16, 2024
Taylor Swift’s “The Eras Tour” ended yesterday in Vancouver. The extraordinary singer started this sixth concert tour in Glendale, Arizona on March 17, 2023. The tour consisted of 149 shows spanning...
Valuation & Growth As we’ve seen over the past three years, stock investors don’t like recessions, not even the no-shows. There was much anxiety about an imminent recession from January 3, 2022...
We were very bullish at the start of this year with a Street-high year-end price target of 5400 for the S&P 500. That level was surpassed on June 12. We weren't bullish enough as the stampeding...