Thanks for your insights over the years. Use to watch you on Wall St Week with Louis Rukeyser. PCE report next week will be big as the Fed’s preferred inflation report .
brilliant work Ed .. interest rates are normal.. the economy is behaving normally.. there are technical innovations that will improve labour productivity.
@@OexRex- He used "Fed Speak", but said he expects real rates to decrease. This was crazy dovish! You will need to cut FFRs just to maintain the real rate, so saying it should decrease was spiking the football.
@@SMTraz the only football analogy thats even appropriate is Paul Brown calling his players over after a TD and dance saying “act like you’ve been there before “; long gone days when players just set the ball on end zone turf minus dancing or even jumping up and down, as Mary Hopkins sang “ those were the days my friend “
Wow Ed, great predictions. You have been correct when others have been total bears! I have read several times f your books. I am a retired banker, MBA. Recently took a position in intermediate high quality bonds. Hoping rates continue to fall.
I found it peculiar that Powell made no attempt to make the markets think he was still on higher for longer. He was about as dovish as possible and knows that the market was going to rally on that sentiment. Makes me think that he knows something the rest of us don't....
@@YardeniResearch Thanks a lot for your reply. I've been exploring the public page on that but the old charts I used a lot - forward PE for USA/intl'/world, it was mscipemajor.pdf - doesn't seem to be there. Will they still be offered publicly or should I sign up?
Yardeni called for a temporary pullback (to October low) and subsequent rise after. Really helpful Dr. Yardeni
Thank you for making these videos Ed! I love your free reports online. I've used them for a few years!
Mr. Ed Yardeni God be With You !
Thanks for your insights over the years. Use to watch you on Wall St Week with Louis Rukeyser. PCE report next week will be big as the Fed’s preferred inflation report .
brilliant work Ed .. interest rates are normal.. the economy is behaving normally.. there are technical innovations that will improve labour productivity.
AI is the latest US Inc gimmick.
Looking forward to Ed’s next video reacting to Powell spiking the football and declaring victory. Last week was a party! 🎉
Didn’t see nor hear Powell doing end zone dance and follow up by other FOMC governors are discouraging that interpretaion even Atlanta fed Bosnick
@@OexRex- He used "Fed Speak", but said he expects real rates to decrease. This was crazy dovish! You will need to cut FFRs just to maintain the real rate, so saying it should decrease was spiking the football.
@@SMTraz the only football analogy thats even appropriate is Paul Brown calling his players over after a TD and dance saying “act like you’ve been there before “; long gone days when players just set the ball on end zone turf minus dancing or even jumping up and down, as Mary Hopkins sang “ those were the days my friend “
Excellent Mr. ED Yardeni Je Apprecie
The roaring twenties. Will be very satisfying in 2027 when bears are proclaiming the end of the world at DOW 100K
Perpetual currency depreciation is the only cause for asset price increases.
Big problem in liquidity ahead due to mass US gov debt issuance.
Very useful information. Thank you
Wow Ed, great predictions. You have been correct when others have been total bears! I have read several times f your books. I am a retired banker, MBA. Recently took a position in intermediate high quality bonds. Hoping rates continue to fall.
I have read several of your books above. Spell check gets me sometimes.
If I fail the test @19:45 on "YRI earned income proxy" I won't get deported will I ?
I found it peculiar that Powell made no attempt to make the markets think he was still on higher for longer. He was about as dovish as possible and knows that the market was going to rally on that sentiment. Makes me think that he knows something the rest of us don't....
6 month annualised inflation measures are already near target of 2%, so the rates over 5% is really restrictive.
I think he is preparing the market for the easing....
Cost cutting stock short squeeze rally
S&P 500 19 PE
S&P 500 EPS 265
*Re: The economy proves resilient.*
*09:53*
2 to 4%
-0 to 2%-
_....i would agree._
Regards-
What happened to your website? The old links in your /pub/ are all 404s now. Is there some overhaul happening?
new website with new URLs...www.yardeni.com
@@YardeniResearch Thanks a lot for your reply. I've been exploring the public page on that but the old charts I used a lot - forward PE for USA/intl'/world, it was mscipemajor.pdf - doesn't seem to be there. Will they still be offered publicly or should I sign up?