Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. He was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and EF Hutton. He taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C. Dr. Ed earned his PhD in economics from Yale University in 1976, having completed his doctoral dissertation under Nobel Laureate James Tobin. Previously, he received a master's degree in international relations from Yale. He completed his undergraduate studies magna cum laude at Cornell University.
Rising bond yields reflect a resilient economy and higher neutral interest rates rather than an immediate debt crisis. While stock prices continue to climb, a negative divergence—termed an "alligator jaw"—is emerging as earnings revision momentum cools. This pattern, reminiscent of 2021, suggests that while current mar...
The US economy and stock market demonstrate remarkable resilience, successfully navigating geopolitical conflicts, inflation, and historical stress tests. The S&P 500 continues to show strength, supported by record-high earnings and a broadening market that includes the Russell 2000. The ongoing digital revolution, par...
Ed Yardeni and Nick Grace from Earnings Scout discuss the divergence between PE ratios and earnings estimates in the current market, and the potential impact of geopolitical events on the economy. Grace introduces the concept of the "rocket ship," a situation where improving earnings estimates coincide with falling pri...
Ed Yardeni presents a bullish outlook on the US economy, driven by the "roaring 2020s" scenario, anticipating real GDP growth between 3.5% and 4.5% for 2026. He cites ten reasons for optimism, including consumer tax refunds, the wealth effect from retiring baby boomers, and the ongoing technology boom fueled by AI. Yar...
The podcast analyzes the potential appointment of Kevin Warsh as Fed chair and its implications for monetary policy. It explores whether Warsh, seemingly aligned with Trump's supply-side economics, might push for lower interest rates despite a strong economy. The conversation highlights Warsh's view of coordinating fis...
Ed Yardeni's podcast addresses market volatility, geopolitical risks, and economic resilience. He notes the outperformance of precious metals and small-cap stocks, while the Magnificent Seven's earnings are under scrutiny due to increased capital spending. Geopolitical tensions, including situations in Iran, Greenland,...
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