As Reported in the Financial Press
Dr. Ed's Market Calls
Dr. Ed Yardeni's market commentary and calls as covered by CNBC, Bloomberg, Barron's, and other financial media — archived by year.
2026
- 8/4Ed Yardeni: Equity markets have fabulous earnings momentum
- 7/20Ed Yardeni expects a ‘good’ market rally at year-end
- 7/6We are not in an AI bubble, says Ed Yardeni
- 7/2Markets are seeing ‘fabulous earnings momentum,’ says Ed Yardeni
- 6/26Ed Yardeni: I’ve been among the bulls and haven’t been bullish enough
- 5/26Ed Yardeni breaks down the reasoning behind his 8,250 S&P 500 year-end target
- 5/15Bond yield reflects normalization of economy, says Ed Yardeni
- 5/1Market rally will keep going into next year, says Yardeni Research’s Ed Yardeni
- 4/23March 30th was the market bottom and we will not retest those lows, says Ed Yardeni
- 4/2Top market researcher Ed Yardeni says the market bottom is in
- 3/18Ed Yardeni: A 10–15% market correction would be a great buying opportunity
- 2/26AI’s impact on software stock prices is overdone, says Yardeni Research’s Ed Yardeni
- 1/22Earnings melt up in stock market will bring equities higher, says Yardeni Research’s Ed Yardeni
- 1/7Absence of Q4 earnings warnings could set stage for epic quarter: Ed Yardeni
- 1/2Why Ed Yardeni is still bullish on stocks overall in 2026
2025
- 12/22The real beneficiaries of AI are going to be the ‘Impressive 493’, says Ed Yardeni
- 12/12‘Mag 7’ stocks starting to compete against each other, says Ed Yardeni
- 12/8Ed Yardeni on why he’s underweight ‘Magnificent Seven’ stocks
- 11/25This is a ‘buying the dip’ market particularly in AI, says Ed Yardeni
- 11/20Ed Yardeni: AI ‘bubble’ is not about to burst but is losing air
- 10/17Gold could reach $10,000 by the end of the decade, says Ed Yardeni
- 10/6Valuations are high but earnings have been remarkably strong, says Yardeni Research’s Ed Yardeni
- 9/15This has really been an earnings-led bull market, says Ed Yardeni
- 7/28Ed Yardeni: Amazing how well the U.S. economy and stock market have done despite Washington
- 7/24We’ll get ‘surprisingly strong’ bank results, setting the stage for a strong season, says Ed Yardeni
- 7/14We’ll get ‘surprisingly strong’ bank results, setting the stage for a strong season, says Ed Yardeni
- 6/9Yardeni: Economy buoyed by generous baby boomers helping kids and spending
- 5/13Ed Yardeni cuts recession odds and raises S&P target back up to 6,500 on Trump’s tariff rollback
- 6/27Ed Yardeni: We’re still very much in a bull market
- 5/23Ed Yardeni Says It’s Not as Bad as You Think
- 5/13Ed Yardeni cuts recession odds and raises S&P 500 target back up to 6,500 on …
- 5/13Don’t expect a Fed rate cut this year in this resilient economy, says Ed Yardeni
- 5/6The economy is resilient enough to handle this uncertainty, says Ed Yardeni
- 4/28The trade issue will be a market overhang until July, says Ed Yardeni
- 4/24Markets Are Happy Team Trump Is Blinking: Yardeni
- 4/9Ed Yardeni on tariff pause: This is a positive development for the economy
- 4/3It’s ‘Too Late’ for Investors to Panic Over Tariffs: Ed Yardeni
- 3/21The market may be trying to bottom out, says Ed Yardeni
- 3/17Ed Yardeni reveals why he’s lowering his S&P 500 year-end target to 6,400
- 2/18Strong earnings will continue to drive the equity market, says Ed Yardeni
- 2/11The U.S. could go a decade with no recession, says Ed Yardeni
- 1/2Markets still in good shape for this year and S&P could reach $7,000 by year …
2024
- 12/27There’s a lot of upside in the U.S. market, says Ed Yardeni
- 12/20Markets are in correction mode and they could fall 10%, says Yardeni Research president
- 12/14Why Ed Yardeni thinks 2025 could start with a stock pull back
- 12/9Ed Yardeni says there may be a pullback to start 2025 because there are ’too ..
- 12/9S&P ’493′ will do increasingly well, says Yardeni Research president
- 12/9The S&P 500 could hit 7,000 by the end of next year, says Ed Yardeni
- 12/9Ed Yardeni Is Rooting for an Earnings-Led Stock Melt-Up
- 12/9The U.S. Really Is #1 When It Comes to Stocks. Why It Will Stay That Way.
- 12/9Yardeni Says “Ignore Politics” as Trump Drives Market
- 12/9The return of animal spirits sets the stage for more upside in months ahead, says Ed Yardeni
- 12/9Yardeni Sees S&P 500 at 10,000. ‘Animal Spirits Are Back’ After Trump Win.
- 12/9S&P 500 Will Soar 66% to 10,000 By End of Decade, Yardeni Says
- 12/9The market is celebrating a Trump win, anticipating tax cuts and deregulation, says Ed Yardeni
- 12/9‘Bond Vigilantes’ Are Swarming, No Matter Who Wins the White House
- 12/9Bond Market Says No Need for More Rate Cuts: Yardeni
- 12/9Yardeni Sees Bond Vigilantes Mustering as US, UK Prep Debt Sales
- 12/9Bond Vigilantes ‘Mounting Up’ Ahead of Election: Yardeni
- 12/9Election Gridlock is ‘Best Outcome’ for Stocks: Yardeni
- 12/9The U.S. continues to surprise to the upside, says Ed Yardeni
- 12/9Ed Yardeni Sees Fed Pausing Rate Cuts for 2024 After Jobs Report
- 12/9There’s a skills mismatch in the labor market, says Ed Yardeni
- 12/9Yardeni Says Fed Cut Raises Odds of ‘Outright Melt-Up’ in Stocks
- 12/9Bull Market Chance at 80% With Fed Cuts, Says Ed Yardeni
- 12/9Fed’s rate cut may spark a ‘melt-up,’ says president of Yardeni Research
- 12/9‘Ultra dovish’ cuts may be off the table after CPI report, says Ed Yardeni
- 12/9Carry Trade to Unwind Further on a 50 Bps Cut: Yardeni
- 12/9The choppiness in the market may continue until the election, says Ed Yardeni
- 12/9Ed Yardeni Breaks Down His Bull Market Case
- 12/9The economy is strong, labor market is back to normal, says Ed Yardeni
- 12/9Expect a ‘one and done’ Fed rate cut in September, says Ed Yardeni
- 12/9The Fed Neutral Rate Is a ‘Fantasy,’ Yardeni Says
- 12/9Inflation battle is ‘absolutely’ done, says Yardeni Research president
- 12/9Blame the Stock Market Crash on the Weather, Says Ed Yardeni. Seriously
- 12/9The economy is fine despite the recent jobs data, says Ed Yardeni
- 12/9This May Be 1987-Type Slide, Ed Yardeni Says, Seeing Policy Shifts
- 12/9The Global Selloff Is Overdone, Yardeni Says
- 12/9The economy has demonstrated that these are normal interest rates, says Ed Yardeni
- 12/9This sell-off is just a market correction of the ‘Magnificent 7’, says Ed Yardeni
- 12/9Why Ed Yardeni Sees an Ongoing Bull Market
- 12/9Lowering the inflation without a recession is possible: Ed Yardeni
- 12/9The rate cut feels like it’s really coming, says Ed Yardeni
- 12/9Ed Yardeni raises S&P forecast, says ‘Roaring 2020s’ happening even faster than he expected
- 12/9The market is in a ‘slow motion melt-up’, says Ed Yardeni
- 12/9The bull market has left its hoof marks, says Ed Yardeni
- 12/9Labor market looks fine, says Yardeni Research president
- 12/9Ed Yardeni: We’re still in the early stages of a bull market
- 12/9Ed Yardeni Sees Less 2024 Equity Upside as Reality Bites
- 12/9Yardeni Warns of S&P Meltup If Fed Makes a ‘Mistake’ and Cuts Rates
- 12/9Base case for equities is a leisurely bull market, says Yardeni Research president
- 12/9Earnings will make new record highs over the next few quarters, says Ed Yardeni
- 12/9Market needs to be ‘disabused’ of the expectation for two rate cuts this year, says Ed Yardeni
- 12/9Masters in Business: Ed Yardeni
- 12/9Fed will keep rates higher longer: Ed Yardeni
- 12/9Yardeni Sees Increasing Chance of No Fed Cuts This Year
- 12/9Ed Yardeni Sticks With ‘Roaring 20s’ Over IMF’s Call for a ‘Tepid’ Decade
- 12/9This decade will turn out to be the ‘roaring 2020s’, says Ed Yardeni
- 12/9Ed Yardeni Says Fed-Backed Bulls Create Risk of Bubbles Later
- 12/9Yardeni Says S&P Could Hit 6,000 Next year
- 12/9There’s really no need for the Fed to lower interest rates, says Ed Yardeni
- 12/9Why Ed Yardeni Sees Bitcoin as “Digital Tulips”
- 12/9This is a long-term bull market, says Ed Yardeni
- 12/9The ‘Magnificent 7’ isn’t all that magnificent, says Ed Yardeni
- 12/9The S&P 500 could hit 5,400 by year-end, says Ed Yardeni
- 2/15Rational Exuberance: Why Stocks Can Keep Rising
- 2/14Ed Yardeni: Inflation will continue to moderate
- 2/7Ed Yardeni: There’s no need to cut rates, the economy is doing fine
- 1/29The Fed should hold off on any easing at all, says Ed Yardeni
- 1/26Ed Yardeni Says The Roaring Twenties May Be Back
- 1/24The Fed will make a mistake to lower interest rates, says Ed Yardeni
- 1/22Yardeni worries the Fed could fuel an ‘irrational exuberance’ bubble with rate cuts
- 1/10Expect two to three rate cuts in the second half of the year, says Yardeni Research president
- 1/2The Fed’s 2% target could be achieved ‘well ahead of schedule’, says Ed Yardeni
2023
- 12/22Ed Yardeni Eyes S&P 500 at 6,000 for 2025
- 12/20This year’s Santa Claus rally has come ahead of schedule, says Ed Yardeni
- 12/12S&P 500 will surge all the way to 6,000 in 2025 in ‘Roaring 2020s’ scenario, says Ed Yardeni
- 12/11The market will continue to rally through year-end, says Yardeni Research president
- 12/11Surveillance: S&P Call for 6,000 in 2025 Blows Away Bulls, Bears and Doubts
- 11/29Inflation will come back down to 2-2.5% within the next 12-18 months, says Ed Yardeni
- 11/14It’s hard to see a recession looming with the resilient labor market, says Ed Yardeni
- 11/6The bond vigilantes ‘aren’t necessarily done’ voicing their concerns, says Ed Yardeni
- 10/16The economy has proven it can live with 4.5-5% bond yields, says Ed Yardeni
- 10/12The Fed is done raising interest rates, says Yardeni Research’s Ed Yardeni
- 10/3Ed Yardeni explains why the bond vigilantes aren’t happy
- 10/2Ed Yardeni expects 2024 to be a strong growth year
- 9/19Ed Yardeni Sees a Return to the ‘Old Normal
- 9/18We may very well have an immaculate disinflation, says Ed Yardeni
- 8/22The bond market is still driven to a large extent by inflation, says Ed Yardeni
- 8/14We’re overall looking at a disinflationary train, says Yardeni Research president
- 8/10Ed Yardeni: No recession in sight, the economy is in a rolling recovery
- 8/4Why Ed Yardeni Is Sticking With 4,600 S&P Year-End Call
- 7/17Ed Yardeni sees S&P 500 rising to a record as high as 5,400 within the next 18 months
- 7/17Inflation has been ‘much more transitory than persistent’, says Ed Yardeni
- 7/13‘Disinflation Is Here,’ Says Ed Yardeni (Video)
- 7/12This time the Fed may have actually gotten it right on inflation, says Ed Yardeni
- 7/5US economy’s ‘rolling recession’ turning into ‘rolling expansion,’ says Ed Yardeni
- 6/22What Recession? Get Ready for a ‘Rolling Expansion.
- 5/30Fed will keep rates at this level as stock market remains resilient, says Ed Yardeni
- 5/16Ed Yardeni Remains Bullish on ‘Resilient’ US Economy
- 4/17‘The sky isn’t falling’ Ed Yardeni is still bullish on the market
- 3/29Ed Yardeni says the S&P 500 can rally by double digits to end the year at 4,600
- 3/24U.S. banking sector appears in much better shape than European counterparts, says Ed Yardeni
- 2/22Ed Yardeni Sees ‘No Landing’ Scenario for US Economy
- 2/14Ed Yardeni: May be moving from a soft landing to no landing
- 1/11Bull Market Is Back as Recession Worries Fade, Yardeni Says
- 1/4Soft landing is likely, but current data shows no landing in 2023, says Ed Yardeni
2022
- 12/29Market Vet Ed Yardeni Sees Likely Soft Landing for US Economy
- 12/15Ed Yardeni on recession fears: The economy will prove to be remarkably resilient
- 11/29The yield curve is predicting we’ve already seen a peak in interest rates, says Ed Yardeni
- 11/29Ed Yardeni says bond yields are pointing to a bottom for stocks and no ‘hard landing’
- 11/28Yardeni Says Curve Inversion Shows Bonds, Stocks Have Bottomed
- 11/10We are in a rolling recession right now, says Ed Yardeni
- 11/4Watch CNBC’s full interview with Yardeni Research President Ed Yardeni
- 10/21Markets will have a Santa Claus rally thanks to midterm tailwind, says Ed Yardeni
- 10/13Ed Yardeni: We are in a ‘rolling recession’ hitting different sectors at different times
- 9/29Investors shouldn’t panic, there are still opportunities in a bear market, says Ed Yardeni
- 9/27Bond Vigilantes Are ‘Baaaack!’, Says Economist Who Coined Term
- 9/16The U.S. will experience a ‘rolling recession,’ says Ed Yardeni
- 9/1Fundamentals will start improving after September CPI report, says Ed Yardeni
- 8/26US Inflation Has Peaked, Will Moderate: Ed Yardeni
- 8/19Expect markets to reach new highs next year, says Ed Yardeni
- 8/8Fed may pause hikes after September, says Ed Yardeni
- 8/1The Fed will go restrictive at September meeting and that will lead to a soft landing
- 7/25Yardeni Says S&P 500 Has Already Bottomed, Sees No Hard Landing
- 7/19Maybe the stock market has put in a ‘DaVinci Code’ bottom, Ed Yardeni says
- 7/18We’re going to see moderation in inflation and supply-chain disruptions, says Ed Yardeni
- 7/11Strategist Ed Yardeni explains why bear market has reached bottom
- 7/5Fed’s big rate hikes could continue to September, says Ed Yardeni
- 6/21Recession Not Inevitable as Inflation Seen Slowing, Yardeni Says
- 6/16I don’t see there’s a lot upside in the market any time soon, says Ed Yardeni
- 6/13It Feels Like the 1970s. But Here’s Why This Decade Could Shape Up to Be Like the Roaring 20s.
- 6/6Strategist Ed Yardeni breaks down ‘altitude sickness’ affecting stock market valuations
- 5/27I’m anticipating we’ll see better times next year, says Ed Yardeni
- 5/25Ed Yardeni lowers stock market outlook on rising threat of a recession
- 5/20We’re paying the price for big tech names that had run-up valuations in pandemic, says Ed Yardeni
- 5/13I don’t think we’ll get a recession this year or next, says Ed Yardeni
- 5/4‘I think the Fed is actually going to accomplish a soft landing,’ says Ed Yardeni
- 4/27Yardeni Says Worry Over Credit System ‘Breaking’ Is Overblown
- 3/30Rising inflation isn’t necessarily bad for corporate earnings, says Ed Yardeni
- 3/28Labor market remains tight, but consumers will likely continue to spend, says Ed Yardeni
- 3/21Tech stocks still look cheap despite rate-driven sell-offs, says Ed Yardeni
- 3/7Several Wall Street strategists cut U.S. stock outlook with Ed Yardeni seeing S&P 500 drop to 4,000
- 1/28Inflation rate should peak soon and come down by second half of 2022, says Ed Yardeni
2021
- 11/7‘This is going to be one of the best Christmas seasons ever,’ market bull Ed Yardeni says
- 11/6All Americans—Not Just the Wealthy—Are Better Off Than Ever
- 8/13Stock Prices Are Poised to Keep Rising, Says Longtime Bull. Here’s Why.
- 5/31Economy can handle a sharp rise in inflation, market bull Ed Yardeni predicts
- 2/5Easy money policies are partly responsible for the speculative craze: Wall Street bull Ed Yardeni
- 1/19The Fed and Treasury are giving us ‘modern monetary theory’ on steroids, says Ed Yardeni
- 1/8Ed Yardeni: Tech and bitcoin’s record surge is part of ‘bull market in everything’
2020
- 12/4Stock market is healthy heading into year end, Wall Street bull Ed Yardeni says
- 12/4‘So much liquidity’ is providing a bullish backdrop for stocks: Ed Yardeni
- 10/30Painful pullback will set the stage for a record market rally, Wall Street bull Ed Yardeni predicts
- 10/1U.S. economy can still grow using existing fiscal stimulus: Ed Yardeni
- 9/22Fundamentally bullish because fundamentals will continue to improve: Yardeni
- 9/4Market bull Ed Yardeni: Don’t fear a 10% to 15% correction
- 8/12Ed Yardeni on why he’s raising his 2020 S&P 500 price target
- 8/12U.S. economy could see another ‘roaring twenties’ after Covid-19 pandemic, says strategist Ed Yardeni
- 7/17Market meltdown risks are rising due to virus surge and renewed China tensions, Ed Yardeni warns
- 6/5Jobs report shocker supports new run to all-time highs, market bull Ed Yardeni predicts
- 6/5Wall Street bull Ed Yardeni: Economy may catch-up to a ‘ray of sunshine’ market
- 5/8Large-cap tech and bio-tech companies helping to boost market despite pandemic, says Ed Yardeni
- 5/6I don’t think we’re going to retest the lows, says Ed Yardeni
- 4/26‘QE4ever’ will help drive stocks to new highs post-coronavirus crisis, long-time bull Ed Yardeni predicts
- 4/24Markets will overcome coronavirus crisis and hit record highs next year, long-time bull Ed Yardeni predicts
- 3/17Expect the Fed to Buy Corporate Bonds, Says Ed Yardeni
- 3/12Why the Bear Won’t Depart Until Midyear
- 3/9The Fed will probably cut rates another 50 basis points: Ed Yardeni
- 3/3Ed Yardeni: I wouldn’t have been surprised by a 100 basis point cut
- 2/27Why Ed Yardeni says this sell-off is a short-term market ‘panic attack’
- 2/26The Fear Is Worse for Markets Than the Virus, Says Ed Yardeni
- 2/7Coronavirus is the biggest global economic threat right now, Ed Yardeni suggests
- 1/15The Stock Market Has Climbed So Far So Fast, Even Some Bulls Are Getting Worried
2019
- 12/29A 10% to 20% pullback could strike stocks early next year, long-time bull Ed Yardeni warns
- 12/27‘I’m concerned about a possible melt-up here,’ Ed Yardeni says
- 11/13A ‘market melt-up’ is becoming a real risk as stocks hit new highs, Wall Street bull Ed Yardeni warns
- 10/25Market is discounting the future and future is looking better, says Ed Yardeni
- 9/21Stocks will soar 17% through next year, market bull Ed Yardeni predicts
- 8/10Investors who fear recession will miss out on record market gains, long-time bull Ed Yardeni predicts
- 7/12Fed’s Powell is getting ‘Trumped’ by trade, market bull Ed Yardeni says
- 5/18Market will return to all-time highs with help from a group hit by the trade war, Ed Yardeni predicts
- 4/12Here’s how the S&P 500 gets to 3500 in 18 months: Yardeni
- 4/10The Bull Market in Stocks Has Room to Run, Ed Yardeni Says
- 2/28Don’t listen to ‘alarmists’ over earnings slowdown, Ed Yardeni says it’s an ideal time to be in stocks
- 1/20A contrary indicator suggests the market’s win streak is just beginning, Wall Street bull Ed Yardeni says
- 1/18Market bull Ed Yardeni predicts stocks will rally to record highs this year
2018
- 12/27Unprecedented market momentum could help drive stocks to all-time highs: Wall Street bull Ed Yardeni
- 12/26‘Investors are starting to come back to their senses’: Market bull Ed Yardeni
- 12/24Market sell-off won’t cause a recession next year, says Yardeni Research president
- 10/27Fed needs to pause rate hikes to stabilize battered market, Ed Yardeni says
- 10/23This sell-off will just turn out to be an opportunity, says pro
- 8/12Millennials, baby boomers to help U.S. achieve its greatest economic expansion in history…Ed Yardeni..
- 6/1Veteran strategist Ed Yardeni on what’s keeping him so bullish
- 5/25Yield curve signaling inflation is not coming back, says strategist
- 4/3Strategist: We’ll see a 16% to 17% increase in earnings this year
- 3/26Yardeni: It’s a Correction, Not a Bear Market
- 3/12Ed Yardeni on Trump tariffs: ‘We are taken advantage of’ in trade
- 3/12Political turmoil won’t stop the markets from going higher: Wall Street veteran Yardeni
- 3/8Ed Yardeni: Why Stocks Will Keep On Cooking
- 2/23Edward Yardeni: ‘I think inflation is dead’
- 2/5Wall Street vet Yardeni: Trump tax cuts will pull stocks out of their current tailspin
- 2/1Surging rates won’t hurt rally, thanks to ‘extraordinary’ earnings impact from Trump tax cuts, says Yardeni
- 1/5Worried that S&P will get to 3,100 sooner than expected: Ed Yardeni
2017
- 12/1Despite 58 panic attacks, this market is actually melting up, says Ed Yardeni
- 11/15Amid signs of trouble, Ed Yardeni sees bullish signs in the market
- 11/14‘I’m a happy bull,’ says market veteran Ed Yardeni
- 10/11A melt-up is likely gripping the market … Wall Street’s Ed Yardeni predicts
- 6/9We’re in a bull market plagued by ‘recurring anxiety attacks,’ strategist Ed Yardeni says
- 5/7The doctor is in: Yardeni diagnoses stock market with ‘anxiety’ disorder
- 5/4This is a ‘Seinfeld’ market: Yardeni
- 3/19Don’t stop believing, Yardeni says about what will keep the bull market going
- 2/17The S&P could hit 2,500 by the end of the year: Yardeni
- 2/16Yardeni: Despite White House ‘Game of Thrones,’ more market highs ahead
- 2/4Ed Yardeni Sees Upside of 10% for U.S. Stocks