Dr Ed's Market Calls

(as reported in the financial press)

2024

12/6
Ed Yardeni says there may be a pullback to start 2025 because there are ’too ..
CNBC
11/29
S&P ’493′ will do increasingly well, says Yardeni Research president
CNBC
11/27
The S&P 500 could hit 7,000 by the end of next year, says Ed Yardeni
CNBC
11/22
Ed Yardeni Is Rooting for an Earnings-Led Stock Melt-Up
Bloomberg
11/15
The U.S. Really Is #1 When It Comes to Stocks. Why It Will Stay That Way.
Barron’s
11/14
Yardeni Says “Ignore Politics” as Trump Drives Market
Bloomberg
11/13
The return of animal spirits sets the stage for more upside in months ahead, says Ed Yardeni
CNBC
11/11
Yardeni Sees S&P 500 at 10,000. ‘Animal Spirits Are Back’ After Trump Win.
Barron’s
11/11
S&P 500 Will Soar 66% to 10,000 By End of Decade, Yardeni Says
Bloomberg
11/6
The market is celebrating a Trump win, anticipating tax cuts and deregulation, says Ed Yardeni
CNBC
11/4
‘Bond Vigilantes’ Are Swarming, No Matter Who Wins the White House
Bloomberg
11/4
Bond Market Says No Need for More Rate Cuts: Yardeni
Bloomberg
10/28
Yardeni Sees Bond Vigilantes Mustering as US, UK Prep Debt Sales
Bloomberg
10/28
Bond Vigilantes ‘Mounting Up’ Ahead of Election: Yardeni
Bloomberg
10/22
Election Gridlock is ‘Best Outcome’ for Stocks: Yardeni
Bloomberg
10/21
The U.S. continues to surprise to the upside, says Ed Yardeni
CNBC
10/4
Ed Yardeni Sees Fed Pausing Rate Cuts for 2024 After Jobs Report
Bloomberg
9/30
There’s a skills mismatch in the labor market, says Ed Yardeni
CNBC
9/23
Yardeni Says Fed Cut Raises Odds of ‘Outright Melt-Up’ in Stocks
Bloomberg
9/23
Bull Market Chance at 80% With Fed Cuts, Says Ed Yardeni
Bloomberg
9/20
Fed’s rate cut may spark a ‘melt-up,’ says president of Yardeni Research
CNBC
9/11
‘Ultra dovish’ cuts may be off the table after CPI report, says Ed Yardeni
CNBC
9/9
Carry Trade to Unwind Further on a 50 Bps Cut: Yardeni
Bloomberg
9/4
The choppiness in the market may continue until the election, says Ed Yardeni
CNBC
8/27
Ed Yardeni Breaks Down His Bull Market Case
Bloomberg
8/26
The economy is strong, labor market is back to normal, says Ed Yardeni
CNBC
8/19
Expect a ‘one and done’ Fed rate cut in September, says Ed Yardeni
CNBC
8/16
The Fed Neutral Rate Is a ‘Fantasy,’ Yardeni Says
Bloomberg
8/14
Inflation battle is ‘absolutely’ done, says Yardeni Research president
CNBC
8/7
Blame the Stock Market Crash on the Weather, Says Ed Yardeni. Seriously
Barron’s
8/5
The economy is fine despite the recent jobs data, says Ed Yardeni
CNBC
8/5
This May Be 1987-Type Slide, Ed Yardeni Says, Seeing Policy Shifts
Bloomberg
8/5
The Global Selloff Is Overdone, Yardeni Says
Bloomberg
7/29
The economy has demonstrated that these are normal interest rates, says Ed Yardeni
CNBC
7/24
This sell-off is just a market correction of the ‘Magnificent 7’, says Ed Yardeni
CNBC
7/22
Why Ed Yardeni Sees an Ongoing Bull Market
Bloomberg
7/17
Lowering the inflation without a recession is possible: Ed Yardeni
CNBC
7/11
The rate cut feels like it’s really coming, says Ed Yardeni
CNBC
7/11
Ed Yardeni raises S&P forecast, says ‘Roaring 2020s’ happening even faster than he expected
CNBC
7/8
The market is in a ‘slow motion melt-up’, says Ed Yardeni
CNBC
6/20
The bull market has left its hoof marks, says Ed Yardeni
CNBC
6/14
Labor market looks fine, says Yardeni Research president
CNBC
6/3
Ed Yardeni: We’re still in the early stages of a bull market
CNBC
5/31
Ed Yardeni Sees Less 2024 Equity Upside as Reality Bites
Bloomberg
5/15
Yardeni Warns of S&P Meltup If Fed Makes a ‘Mistake’ and Cuts Rates
CNBC
5/14
Base case for equities is a leisurely bull market, says Yardeni Research president
CNBC
5/10
Earnings will make new record highs over the next few quarters, says Ed Yardeni
CNBC
4/29
Market needs to be ‘disabused’ of the expectation for two rate cuts this year, says Ed Yardeni
CNBC
4/26
Masters in Business: Ed Yardeni
Bloomberg
4/19
Fed will keep rates higher longer: Ed Yardeni
CNBC
4/18
Yardeni Sees Increasing Chance of No Fed Cuts This Year
Bloomberg
4/18
Ed Yardeni Sticks With ‘Roaring 20s’ Over IMF’s Call for a ‘Tepid’ Decade
Bloomberg
4/8
This decade will turn out to be the ‘roaring 2020s’, says Ed Yardeni
CNBC
3/25
Ed Yardeni Says Fed-Backed Bulls Create Risk of Bubbles Later
Bloomberg
3/25
Yardeni Says S&P Could Hit 6,000 Next year
Bloomberg
3/18
There’s really no need for the Fed to lower interest rates, says Ed Yardeni
CNBC
3/15
Why Ed Yardeni Sees Bitcoin as “Digital Tulips”
Bloomberg
3/13
This is a long-term bull market, says Ed Yardeni
CNBC
3/5
The ‘Magnificent 7’ isn’t all that magnificent, says Ed Yardeni
CNBC
2/22
The S&P 500 could hit 5,400 by year-end, says Ed Yardeni
CNBC
2/15
Rational Exuberance: Why Stocks Can Keep Rising
Barron’s
2/14
Ed Yardeni: Inflation will continue to moderate
CNBC
2/7
Ed Yardeni: There’s no need to cut rates, the economy is doing fine
CNBC
1/29
The Fed should hold off on any easing at all, says Ed Yardeni
CNBC
1/26
Ed Yardeni Says The Roaring Twenties May Be Back
Bloomberg
1/24
The Fed will make a mistake to lower interest rates, says Ed Yardeni
CNBC
1/22
Yardeni worries the Fed could fuel an ‘irrational exuberance’ bubble with rate cuts
CNBC
1/10
Expect two to three rate cuts in the second half of the year, says Yardeni Research president
CNBC
1/2
The Fed’s 2% target could be achieved ‘well ahead of schedule’, says Ed Yardeni
CNBC

2023

12/22
Ed Yardeni Eyes S&P 500 at 6,000 for 2025
Bloomberg
12/20
This year’s Santa Claus rally has come ahead of schedule, says Ed Yardeni
CNBC
12/12
S&P 500 will surge all the way to 6,000 in 2025 in ‘Roaring 2020s’ scenario, says Ed Yardeni
CNBC
12/11
The market will continue to rally through year-end, says Yardeni Research president
CNBC
12/11
Surveillance: S&P Call for 6,000 in 2025 Blows Away Bulls, Bears and Doubts
Bloomberg
11/29
Inflation will come back down to 2-2.5% within the next 12-18 months, says Ed Yardeni
CNBC
11/14
It’s hard to see a recession looming with the resilient labor market, says Ed Yardeni
CNBC
11/6
The bond vigilantes ‘aren’t necessarily done’ voicing their concerns, says Ed Yardeni
CNBC
10/16
The economy has proven it can live with 4.5-5% bond yields, says Ed Yardeni
CNBC
10/12
The Fed is done raising interest rates, says Yardeni Research’s Ed Yardeni
CNBC
10/3
Ed Yardeni explains why the bond vigilantes aren’t happy
CNBC
10/2
Ed Yardeni expects 2024 to be a strong growth year
CNBC
9/19
Ed Yardeni Sees a Return to the ‘Old Normal
Bloomberg
9/18
We may very well have an immaculate disinflation, says Ed Yardeni
CNBC
8/22
The bond market is still driven to a large extent by inflation, says Ed Yardeni
CNBC
8/14
We’re overall looking at a disinflationary train, says Yardeni Research president
CNBC
8/10
Ed Yardeni: No recession in sight, the economy is in a rolling recovery
CNBC
8/4
Why Ed Yardeni Is Sticking With 4,600 S&P Year-End Call
Bloomberg
7/17
Ed Yardeni sees S&P 500 rising to a record as high as 5,400 within the next 18 months
CNBC
7/17
Inflation has been ‘much more transitory than persistent’, says Ed Yardeni
CNBC
7/13
‘Disinflation Is Here,’ Says Ed Yardeni (Video)
Bloomberg
7/12
This time the Fed may have actually gotten it right on inflation, says Ed Yardeni
CNBC
7/5
US economy’s ‘rolling recession’ turning into ‘rolling expansion,’ says Ed Yardeni
CNBC
6/22
What Recession? Get Ready for a ‘Rolling Expansion.
Barron’s
5/30
Fed will keep rates at this level as stock market remains resilient, says Ed Yardeni
CNBC
5/16
Ed Yardeni Remains Bullish on ‘Resilient’ US Economy
Bloomberg
4/17
‘The sky isn’t falling’ Ed Yardeni is still bullish on the market
CNBC
3/29
Ed Yardeni says the S&P 500 can rally by double digits to end the year at 4,600
CNBC
3/24
U.S. banking sector appears in much better shape than European counterparts, says Ed Yardeni
CNBC
2/22
Ed Yardeni Sees ‘No Landing’ Scenario for US Economy
Bloomberg
2/14
Ed Yardeni: May be moving from a soft landing to no landing
CNBC
1/11
Bull Market Is Back as Recession Worries Fade, Yardeni Says
Bloomberg
1/4
Soft landing is likely, but current data shows no landing in 2023, says Ed Yardeni
CNBC

2022

12/29
Market Vet Ed Yardeni Sees Likely Soft Landing for US Economy
Bloomberg
12/15
Ed Yardeni on recession fears: The economy will prove to be remarkably resilient
CNBC
11/29
The yield curve is predicting we’ve already seen a peak in interest rates, says Ed Yardeni
CNBC
11/29
Ed Yardeni says bond yields are pointing to a bottom for stocks and no ‘hard landing’
CNBC
11/28
Yardeni Says Curve Inversion Shows Bonds, Stocks Have Bottomed
Bloomberg
11/10
We are in a rolling recession right now, says Ed Yardeni
CNBC
11/4
Watch CNBC’s full interview with Yardeni Research President Ed Yardeni
CNBC
10/21
Markets will have a Santa Claus rally thanks to midterm tailwind, says Ed Yardeni
CNBC
10/13
Ed Yardeni: We are in a ‘rolling recession’ hitting different sectors at different times
CNBC
9/29
Investors shouldn’t panic, there are still opportunities in a bear market, says Ed Yardeni
CNBC
9/27
Bond Vigilantes Are ‘Baaaack!’, Says Economist Who Coined Term
Bloomberg
9/16
The U.S. will experience a ‘rolling recession,’ says Ed Yardeni
CNBC
9/1
Fundamentals will start improving after September CPI report, says Ed Yardeni
CNBC
8/26
US Inflation Has Peaked, Will Moderate: Ed Yardeni
Bloomberg
8/19
Expect markets to reach new highs next year, says Ed Yardeni
CNBC
8/8
Fed may pause hikes after September, says Ed Yardeni
CNBC
8/1
The Fed will go restrictive at September meeting and that will lead to a soft landing
CNBC
7/25
Yardeni Says S&P 500 Has Already Bottomed, Sees No Hard Landing
Bloomberg
7/19
Maybe the stock market has put in a ‘DaVinci Code’ bottom, Ed Yardeni says
CNBC
7/18
We’re going to see moderation in inflation and supply-chain disruptions, says Ed Yardeni
CNBC
7/11
Strategist Ed Yardeni explains why bear market has reached bottom
CNBC
7/5
Fed’s big rate hikes could continue to September, says Ed Yardeni
CNBC
6/21
Recession Not Inevitable as Inflation Seen Slowing, Yardeni Says
Bloomberg
6/16
I don’t see there’s a lot upside in the market any time soon, says Ed Yardeni
CNBC
6/13
It Feels Like the 1970s. But Here’s Why This Decade Could Shape Up to Be Like the Roaring 20s.
Barron’s
6/6
Strategist Ed Yardeni breaks down ‘altitude sickness’ affecting stock market valuations
CNBC
5/27
I’m anticipating we’ll see better times next year, says Ed Yardeni
CNBC
5/25
Ed Yardeni lowers stock market outlook on rising threat of a recession
CNBC
5/20
We’re paying the price for big tech names that had run-up valuations in pandemic, says Ed Yardeni
CNBC
5/13
I don’t think we’ll get a recession this year or next, says Ed Yardeni
CNBC
5/4
‘I think the Fed is actually going to accomplish a soft landing,’ says Ed Yardeni
CNBC
4/27
Yardeni Says Worry Over Credit System ‘Breaking’ Is Overblown
Bloomberg
3/30
Rising inflation isn’t necessarily bad for corporate earnings, says Ed Yardeni
CNBC
3/28
Labor market remains tight, but consumers will likely continue to spend, says Ed Yardeni
CNBC
3/21
Tech stocks still look cheap despite rate-driven sell-offs, says Ed Yardeni
CNBC
3/7
Several Wall Street strategists cut U.S. stock outlook with Ed Yardeni seeing S&P 500 drop to 4,000
CNBC
1/28
Inflation rate should peak soon and come down by second half of 2022, says Ed Yardeni
CNBC

2021

11/7
‘This is going to be one of the best Christmas seasons ever,’ market bull Ed Yardeni says
CNBC
11/6
All Americans—Not Just the Wealthy—Are Better Off Than Ever
Barron’s
8/13
Stock Prices Are Poised to Keep Rising, Says Longtime Bull. Here’s Why.
Barron’s
5/31
Economy can handle a sharp rise in inflation, market bull Ed Yardeni predicts
CNBC
2/5
Easy money policies are partly responsible for the speculative craze: Wall Street bull Ed Yardeni
CNBC
1/19
The Fed and Treasury are giving us ‘modern monetary theory’ on steroids, says Ed Yardeni
CNBC
1/8
Ed Yardeni: Tech and bitcoin’s record surge is part of ‘bull market in everything’
CNBC

2020

12/4
Stock market is healthy heading into year end, Wall Street bull Ed Yardeni says
CNBC
12/4
‘So much liquidity’ is providing a bullish backdrop for stocks: Ed Yardeni
CNBC
10/30
Painful pullback will set the stage for a record market rally, Wall Street bull Ed Yardeni predicts
CNBC
10/1
U.S. economy can still grow using existing fiscal stimulus: Ed Yardeni
CNBC
9/22
Fundamentally bullish because fundamentals will continue to improve: Yardeni
CNBC
9/4
Market bull Ed Yardeni: Don’t fear a 10% to 15% correction
CNBC
8/12
Ed Yardeni on why he’s raising his 2020 S&P 500 price target
CNBC
8/12
U.S. economy could see another ‘roaring twenties’ after Covid-19 pandemic, says strategist Ed Yardeni
CNBC
7/17
Market meltdown risks are rising due to virus surge and renewed China tensions, Ed Yardeni warns
CNBC
6/5
Jobs report shocker supports new run to all-time highs, market bull Ed Yardeni predicts
CNBC
6/5
Wall Street bull Ed Yardeni: Economy may catch-up to a ‘ray of sunshine’ market
CNBC
5/8
Large-cap tech and bio-tech companies helping to boost market despite pandemic, says Ed Yardeni
CNBC
5/6
I don’t think we’re going to retest the lows, says Ed Yardeni
CNBC
4/26
‘QE4ever’ will help drive stocks to new highs post-coronavirus crisis, long-time bull Ed Yardeni predicts
CNBC
4/24
Markets will overcome coronavirus crisis and hit record highs next year, long-time bull Ed Yardeni predicts
CNBC
3/17
Expect the Fed to Buy Corporate Bonds, Says Ed Yardeni
Barron’s
3/12
Why the Bear Won’t Depart Until Midyear
Barron’s
3/9
The Fed will probably cut rates another 50 basis points: Ed Yardeni
CNBC
3/3
Ed Yardeni: I wouldn’t have been surprised by a 100 basis point cut
CNBC
2/27
Why Ed Yardeni says this sell-off is a short-term market ‘panic attack’
CNBC
2/26
The Fear Is Worse for Markets Than the Virus, Says Ed Yardeni
Barron’s
2/7
Coronavirus is the biggest global economic threat right now, Ed Yardeni suggests
CNBC
1/15
The Stock Market Has Climbed So Far So Fast, Even Some Bulls Are Getting Worried
Barron’s

2019

12/29
A 10% to 20% pullback could strike stocks early next year, long-time bull Ed Yardeni warns
CNBC
12/27
‘I’m concerned about a possible melt-up here,’ Ed Yardeni says
CNBC
11/3
A ‘market melt-up’ is becoming a real risk as stocks hit new highs, Wall Street bull Ed Yardeni warns
CNBC
10/25
Market is discounting the future and future is looking better, says Ed Yardeni
CNBC
9/21
Stocks will soar 17% through next year, market bull Ed Yardeni predicts
CNBC
8/10
Investors who fear recession will miss out on record market gains, long-time bull Ed Yardeni predicts
CNBC
7/12
Fed’s Powell is getting ‘Trumped’ by trade, market bull Ed Yardeni says
CNBC
5/18
Market will return to all-time highs with help from a group hit by the trade war, Ed Yardeni predicts
CNBC
4/12
Here’s how the S&P 500 gets to 3500 in 18 months: Yardeni
CNBC
4/10
The Bull Market in Stocks Has Room to Run, Ed Yardeni Says
Barron’s
2/28
Don’t listen to ‘alarmists’ over earnings slowdown, Ed Yardeni says it’s an ideal time to be in stocks
CNBC
1/20
A contrary indicator suggests the market’s win streak is just beginning, Wall Street bull Ed Yardeni says
CNBC
1/18
Market bull Ed Yardeni predicts stocks will rally to record highs this year
CNBC

2018

12/27
Unprecedented market momentum could help drive stocks to all-time highs: Wall Street bull Ed Yardeni
CNBC
12/26
‘Investors are starting to come back to their senses’: Market bull Ed Yardeni
CNBC
12/24
Market sell-off won’t cause a recession next year, says Yardeni Research president
CNBC
10/27
Fed needs to pause rate hikes to stabilize battered market, Ed Yardeni says
CNBC
10/23
This sell-off will just turn out to be an opportunity, says pro
CNBC
8/12
Millennials, baby boomers to help U.S. achieve its greatest economic expansion in history…Ed Yardeni..
CNBC
6/1
Veteran strategist Ed Yardeni on what’s keeping him so bullish
CNBC
5/25
Yield curve signaling inflation is not coming back, says strategist
CNBC
4/3
Strategist: We’ll see a 16% to 17% increase in earnings this year
CNBC
3/26
Yardeni: It’s a Correction, Not a Bear Market
Barron’s
3/12
Ed Yardeni on Trump tariffs: ‘We are taken advantage of’ in trade
CNBC
3/12
Political turmoil won’t stop the markets from going higher: Wall Street veteran Yardeni
CNBC
3/8
Ed Yardeni: Why Stocks Will Keep On Cooking
Barron’s
2/23
Edward Yardeni: ‘I think inflation is dead’
CNBC
2/5
Wall Street vet Yardeni: Trump tax cuts will pull stocks out of their current tailspin
CNBC
2/1
Surging rates won’t hurt rally, thanks to ‘extraordinary’ earnings impact from Trump tax cuts, says Yardeni
CNBC
1/5
Worried that S&P will get to 3,100 sooner than expected: Ed Yardeni
CNBC

2017

12/1
Despite 58 panic attacks, this market is actually melting up, says Ed Yardeni
CNBC
11/15
Amid signs of trouble, Ed Yardeni sees bullish signs in the market
CNBC
11/14
‘I’m a happy bull,’ says market veteran Ed Yardeni
CNBC
10/11
A melt-up is likely gripping the market … Wall Street’s Ed Yardeni predicts
CNBC
6/9
We’re in a bull market plagued by ‘recurring anxiety attacks,’ strategist Ed Yardeni says
CNBC
5/7
The doctor is in: Yardeni diagnoses stock market with ‘anxiety’ disorder
CNBC
5/4
This is a ‘Seinfeld’ market: Yardeni
CNBC
3/19
Don’t stop believing, Yardeni says about what will keep the bull market going
CNBC
2/17
The S&P could hit 2,500 by the end of the year: Yardeni
CNBC
2/16
Yardeni: Despite White House ‘Game of Thrones,’ more market highs ahead
CNBC
2/4
Ed Yardeni Sees Upside of 10% for U.S. Stocks
CNBC

2016

12/26
Trump tax cuts could boost earnings by 20 percent next year: Yardeni
CNBC
10/25
Strategist Yardeni says bad headlines providing great buying opportunity for these stocks
CNBC
5/28
Recession worries? Get over it, stocks are climbing 10%: Yardeni
CNBC
2/6
Yardeni: No U.S. Recession in Sigh
Barron’s

2015

12/8
Oil isn’t predicting a recession, here why: Yardeni
CNBC
8/19
Rate hike? So what. Bull won’t stop: Ed Yardeni
CNBC
6/25
Yardeni: High valuations a problem
CNBC
3/19
Yardeni: Markets all rigged, it is what it is
CNBC

2014

10/23
Bull market has put fears behind it: Ed Yardeni
CNBC
9/24
‘Rational exuberance’ rules stock market: Yardeni
CNBC
4/17
Buy stocks, S&P to top 2,000: Ed Yardeni
CNBC
2/11
Yardeni: Now’s a good time to start buying stocks
CNBC

2013

11/14
Ride the bull for another 2 years: Strategist
CNBC
11/9
Lifting the Odds for a Market Melt-Up
Barron’s
7/31
Stock rally could pause soon: Yardeni
CNBC
5/9
‘Safe Haven’ in US Stocks: Yardeni
CNBC
3/4
Bull Market Led by ‘CFI’: Ed Yardeni
CNBC

2012

10/4
S&P 1,565 in U.S. ‘Coiled Spring’ Economy: Yardeni
CNBC

2009

11/2
Why S&P Stocks Will Rise Over Next 6 Months: Market Pro
CNBC
5/5
Portfolio Manager: ‘Continue Investing’ in Stocks
CNBC
3/26
‘Feels Like A Bull Market,’ Says Yardeni
CNBC