Ed Yardeni

Geopolitical tensions from the Iran war are raising alarms on Wall Street, with top economists warning that inflationary pressures could force the Federal Reserve into aggressive rate hikes. Inflation Fears And ‘Economic Damage’ The economic toll of the Iran war is extending far beyond...

Ed Yardeni, President of Yardeni Research, has revised his year-end forecast for the S&P 500, setting a new target of 8,250, an 11.5% increase from last Friday’s close. The updated forecast, a jump from the previous 7,700, positions Yardeni as the most optimistic among top...

Six months ago, the most powerful banker in America walked onto a quarterly earnings call and used a word that doesn’t usually come up when bank CEOs talk to Wall Street: cockroaches. It was Oct. 14, 2025. JPMorgan Chase (NYSE:JPM) had just taken a $170 million hit from the bankruptcy of...

Wall Street is sharply divided on the potential economic and market fallout, as President Donald Trump announced a U.S. Navy blockade of the Strait of Hormuz following failed nuclear talks with Iran. Shrugging Off Geopolitical Risk Despite escalating tensions and the threat of disrupted global oil...

Ed Yardeni is making a clear call: “the market bottom is in”. Even after a volatile session, the veteran strategist told CNBC he's sticking with that view — a sign of conviction at a time when markets are still searching for direction. But one key signal isn't lining up. Volatility Isn'...

In light of the ongoing Middle East conflict, Morgan Stanley has decided to downgrade global equities while upgrading cash and U.S. government bonds. The firm, on Friday, adjusted its rating on global equities to “equal weight” from “overweight”, while...

President Donald Trump paused U.S. strikes on Iranian energy facilities for a second time Thursday, pushing the deadline to April 6 and highlighting that negotiations are “going very well.” Oil markets immediately called his bluff: Brent crude — as tracked by the United...

The S&P 500 enters the new week under immense pressure after falling nearly 1% on Friday to hover near four-month lows. Despite a brief mid-week bounce on hopes of a diplomatic resolution, the market is bracing for a potential “Apocalypse Now” scenario, according to Ed Yardeni, as a...

Ed Yardeni is downplaying the threat of the current energy spike, arguing that structural shifts and efficiency gains have rendered the U.S. economy resilient against oil-driven recessions. Decoupling Growth From Energy Yardeni contends that the correlation between oil spikes and economic downturns...

A new macro risk is quietly entering the market narrative: stagflation. On Monday, longtime market bull Ed Yardeni warned the current oil shock could revive a stagflation outcome for the U.S. economy — an unusual combination of weak growth and accelerating prices. • State Street SPDR S&P...

Edward Yardeni, President of Yardeni Research, has expressed his perspective on the current Iran conflict and its potential repercussions on the global markets. Yardeni, in an interview with CNBC on Tuesday, predicted a “short war scenario”, expecting the conflict to wind up in a...

Another benign inflation report is expected to be released on Tuesday, at least according to consensus economist estimates and prediction markets. Wall Street broadly expects the annual inflation rate to remain stable at 2.7% in December, with the monthly pace coming in at 0.3% — numbers that are...

White House senior adviser Kevin Hassett is directly challenging Jerome Powell's claim that the Justice Department's probe is rooted in President Trump‘s political payback over interest rates, framing the case instead around the Fed's soaring renovation costs. Speaking Monday on CNBC, Hassett...

As the week draws to a close, let’s take a quick look at some of the most significant events and developments that took place over the past few days. Ed Yardeni: Trump’s ‘Humongous’ Tax Refunds Could Spook Markets, Risk Rattling Bond Yields Ed Yardeni, the president of...

Ed Yardeni predicts the “Roaring 2020s” stock market rally will persist through 2026, but he warns that aggressive fiscal stimulus from the Donald Trump administration poses a significant risk to the economic outlook. Waking Bond Vigilantes In a recent interview, Yardeni highlighted a...