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The Fed is done cutting rates this year as the 'phantom recession' is finally dead, market vet says

Mon, 10/07/2024 - 12:19

Tech Insider : Economy

Jerome Powell — Win McNamee/Getty Images

economy, fed-rate-cuts, fed-interest-rates, fed-rate-cuts-outlook, interest-rates-outlook, fed-policy, Inflation

Baby boomers have been America's secret weapon for fending off recession

Wed, 05/22/2024 - 10:42

Tech Insider : Economy

A Baby Boomers hand holding up a stock line — DMP/Getty, Tyler Le/BI

economy, Markets, us-economy-outlook, us-recession-outlook, ed-yardeni, baby-boomers, consumer-spending

The US economy is likely headed for another 'roaring '20s' of rapid growth, market veteran says

Fri, 01/26/2024 - 07:19

Tech Insider : Economy, Economy

Ed Yardeni — Ed Yardeni.
Brendan McDermid/Reuters

economy, Markets, economy, Markets, Stocks, ed-yardeni, roaring-20s

The bond vigilantes aren't going away despite the latest Treasury rally, as America's $33 trillion debt pile will keep growing, market vet says

Mon, 11/06/2023 - 12:20

Cowboy — Sascha Burkard/Shutterstock

Markets, mi-exclusive, bond-market, us-debt, us-treasurys, treasury-supply, bond-market-crash

Why stocks could be primed for a Santa Claus rally as resurgent earnings and falling rents push inflation down

Fri, 10/13/2023 - 12:40

nyse santa traders christmas — A man dressed as Santa Claus walks the floor of the New York Stock Exchange, November 24, 2008. U.S. stocks rose further on Monday after data showed U.S. existing-home sales fell in October about in line with expectations, adding to earlier gains on the government's $20 billion injection of new capital into Citigroup.
Shannon Stapleton/Reuters

Markets, mi-exclusive, stock-market-outlook, santa-claus-rally, stock-market-rally, fed-interest-rates, fed-inflation

If the Israel-Hamas conflict expands, the global economy could weaken as inflationary pressure piles up, Mohamed El-Erian says

Mon, 10/09/2023 - 10:22

Mohamed el-erian — Photo by Rob Kim/Getty Images

Markets, mi-exclusive, mohamed-el-erian, ed-yardeni, oil-prices, Israel, hamas

Surging oil prices could cause demand to crumble, forcing Saudi Arabia to take its 'foot off the brake' sooner than markets expect, energy exec says

Thu, 09/28/2023 - 13:00

Tech Insider : Economy

Khurais oilfield, Saudi Arabia oil — A gas flame is seen in the desert near the Khurais oilfield, about 160 km (99 miles) from Riyadh.
Ali Jarekji/Reuters

Markets, mi-exclusive, Oil, production-cuts, saudi-arabia, OPEC, demand

Bond vigilantes may be waking up as the US deficit balloons - and that's a threat to stocks and the economy, market vet says

Thu, 09/28/2023 - 10:40

Ed Yardeni — Ed Yardeni on CNBC.
CNBC

Markets, mi-exclusive, bond-vigilante, us-debt, government-shutdown, us-national-debt, us-deficit

Surging oil prices could sour soft landing hopes, but it won't spark a crisis like the 1970s, market veteran says

Mon, 09/18/2023 - 13:29

A 3D-printed oil pump jack in front of the OPEC logo in this illustration picture SOURCE: REUTERS

Dado Ruvic/Reuters

Markets, mi-exclusive, Oil, oil-prices, Recessions, economic-outlook, ed-yardeni

Experts are split on whether stocks will beat the 'September Effect' – Ed Yardeni warns of pain while Bank of America sees room for gains

Sun, 09/10/2023 - 06:00

Stock traders — (Photo by Drew Angerer/Getty Images)

Markets, mi-exclusive, Markets, Stocks, jeremy-siegel, wharton-professor-jeremy-siegel, david-rosenberg

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