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The Latest Breaking News from Ed Yardeni

These market veterans still think America is the best place to put your money — 'Tech Trumps Tariffs even if Mickey Mouse or a clown were to run the US!'

The idea of "American exceptionalism" in the global economy and financial markets has rapidly lost favor this year, but others are sticking with the US.

Fortune

'Retirement Panic': Trump's New Tariffs Spark Fresh Fears for Americans Nearing the Finish Line

Americans planning to retire soon are concerned about recent investment losses amid the US trade war led by US President Donald Trump and worry that new income tariffs could worsen the ongoing market volatility.

International Business Times UK

Why Trump’s reciprocal tariffs may actually be a positive sign for Wall Street

“The reciprocal approach leaves plenty of room for the U.S. to negotiate tariff cuts by each of America’s trading partners separately.”

Fortune

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What does Trump really want from Canada and Mexico? It may come down to oil security and bringing both countries 'under the US's thumb'

"This means both a reliable, unimpeded flow of oil and natural resources from Canada and a safer Mexico. And that means both countries under the US’s thumb."

Fortune

Trump And Musk Take Surprise Turn In Mission To Slash Government Spending

The switch to a more austere approach is contrary to Trump's first term when his tax cuts inflated the budget

International Business Times

'Roaring 20s' on Wall Street could extend into the 2030s after Republican sweep, market veteran says

"We're sticking with our investment recommendation to Stay Home rather than to Go Global. In other words, overweight the US in global stock portfolios."

Fortune

Dow futures soar more than 900 points as Trump closes in on victory and GOP flips Senate

Futures for the Dow Jones Industrial Average climbed 956 points, or 2.2%, the S&P 500 gained 1.9%, and the Nasdaq added 1.7%.

Fortune

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In this election cycle, 'bond vigilantes' are voting too—and they don't like what they see

"The next administration will face net interest outlays of over $1 trillion on the ballooning federal debt."

Fortune

Famed economist Ed Yardeni's updated his Fed cut prediction to 'none and done' because the inflation battle isn't over

"In my scenario rates are pretty comfortable where they are relative to the economy," Yardeni said.

Fortune

Trump advisor proposes a shadow Fed chair, but Wall Street veteran Ed Yardeni thinks it’s a recipe for disaster

Key Square hedge fund founder Scott Bessent’s plan to sideline Jerome Powell aligns with Trump’s declared aim of eroding the U.S. central bank’s independence.

Fortune

Bank of America CEO says we need to take action on the national debt now, while ‘we’re in relatively good times’

The national debt situation is so bleak it costs the federal government $3 billion per day just to pay the interest.

Fortune

Famed economist Ed Yardeni predicts it'll be 'one and done' for Fed rate cuts despite Wall Street expectations

Yardeni is unconvinced the data is cool enough to push Chair Powell and his colleagues to multiple cuts: "It'll be dovish but not as dovish as the market is discounting."

Fortune

Fed Chair Powell’s Jackson Hole speech just got a lot less predictable

The economic data is difficult to parse, and that means Powell’s speech has become correspondingly more difficult to foretell.

Fortune

What investors should look for as Wall Street prices in a new political and financial outlook after the Trump shooting

Analysts have warned that Trump's plans to impose across-the-board tariffs, extend tax cuts, and limit immigration will be inflationary.

Fortune

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Fortune

Stock market faces 10% correction ahead of election, warns Morgan Stanley’s chief strategist

The AI trade has lifted the stock market to all-time highs despite weakening economic data, prompting fears the upcoming Q2 earnings season could prove disappointing.

Fortune

This is the ‘special sauce’ behind American exceptionalism—and why the U.S. stock market could continue dominating

“Many countries have these various advantages, but none have the combination—or the entire package—quite like the U.S. does,” RiverFront Investment Group’s chief strategist said.

Fortune

Jerome Powell could spark a serious stock market surge—even without cutting rates, Wall Street guru Ed Yardeni says

Yardeni already sees a 20% chance of a “melt-up” for the stock market, but if Powell “sings a dovish tune," he promised to raise those odds.

Fortune

The baby boomer bump: How ‘the richest retiring generation we’ve ever had’ is keeping the economy afloat

"They are spending on restaurants, cruises, traveling, and health care."

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Fortune

BlackRock’s bond guru Rick Rieder says the Fed’s favorite inflation firefighting strategy is failing—‘the private sector has become a creditor now’

“It’s ambiguous to me today, at best, whether a higher [interest] rate helps bring down inflation versus actually contributes to it,” Rick Rieder told Fortune.

Fortune

Biden's economic guru insists both Wall Street and Main Street can celebrate another strong jobs report as the market yawns

“At the end of the day, this idea that what's good for Main Street is bad for Wall Street is not really correct,” Jared Bernstein, chair of the Council of Economic Advisers, told Fortune.

Fortune

Stock forecaster who called 2023's bull run sees 4 'clear and present dangers' spelling 6 months of pain ahead

Stocks may be in for a volatile few months, but this is still the Roaring 2020’s, according to Yardeni. Expect the S&P 500 to rally to 5,400 by year-end.

Fortune

Ed Yardeni says stocks are set to soar 30% over the next two years as his 'roaring 2020s scenario' plays out

The veteran market watcher believes surging productivity and AI innovations will lift global stocks for the rest of the decade.

Fortune

Ed Yardeni says China’s aging population could make it ‘the world’s largest nursing home’—and the resulting economic depression may help the U.S.

“China’s economy is in a property-led and fertility-led depression,” Yardeni wrote, adding that this “benefits countries that import Chinese goods at depressed prices.”

Fortune

With inflation cooling and AI hitting its stride, stocks are on the cusp of a record-setting ‘roaring 2020s,’ Ed Yardeni says

A 4,600 price target for the S&P 500 might have been “too conservative,” the veteran market watcher says.

Fortune

The man who named the bond vigilantes 40 years ago just crowned a new king as the bond market goes through a multitrillion-dollar wobble

Bill Ackman, who just reversed a big get against Treasuries, is the new king imposing government fiscal discipline.

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