Yardeni Research

Even while geopolitical tensions churn markets and institutional behemoths withdraw billions from one of the globe’s most popular ETFs, existing data implies long-term investors may be wise to stay put. The SPDR S&P 500 ETF Trust (NYSE:SPY), one of the largest and most liquid ETFs...

Natural gas futures extended their relentless slide into a tenth consecutive session Thursday, marking the worst losing streak since October 2019, yet one veteran market strategist sees a sharp turnaround ahead if trade tensions ease. In a note shared Thursday, Ed Yardeni, president of Yardeni...

Gold surged to fresh all-time highs on Monday, with bullion jumping 2.5% to $3,410 per ounce by 11:20 a.m. ET, as mounting distrust in U.S. financial assets and inflation fears drive a flight to safety unlike anything seen since the global debt crises of the early 2010s. Since early March, gold...

Despite renewed fears that President Donald Trump's proposed tariffs could reignite inflation, an emerging contrarian theory suggests the reality may be far less alarming than many on Wall Street currently expect. In a note shared Tuesday, Yardeni Research President Ed Yardeni said investors and...

The Nasdaq 100 index plunged 13% from its all-time highs set on Feb. 18, 2025, and now sits 4% below its 200-day moving average, a critical technical threshold that has historically signaled major buying opportunities. The sharp sell-off in big tech stocks has been fueled by mounting concerns over...

Jim Cramer thinks that the fear of higher capital gains taxes could have halted the Santa Rally over the last four days of 2024, even as the S&P 500 set new records during the year. What Happened: The S&P 500 index fell for the fourth session on Tuesday, which was its longest losing year-...

U.S. stock futures were trading higher on Tuesday following Monday’s selloff. All four index futures rose in trade. The Santa Rally, a typical year-end market surge, has seemingly failed to materialize this year, with stocks experiencing a downturn. However, the S&P 500 index is on its...

The Santa Claus Rally, a typical year-end market surge, has seemingly failed to materialize this year, with stocks experiencing a recent downturn. However, this analyst expects the S&P 500 index to hit 7,000 points in the first half of 2025. What Happened: According to Fundstrat Insights, Tom...

The yield on the 10-year Treasury bonds hit a seven-month high in Friday's session as the stock market fell, led by the ‘magnificent seven' stocks. Is this a warning from the bond vigilantes and will the “Santa Rally” take a pause? Here's what analysts are saying. What Happened: The 10-...

U.S. stocks could get off to a mixed start on Monday after the averages posted weekly gains for a fifth straight week. The bond market is closed on account of Columbus Day, which is a federal holiday, but the stock market will trade during usual hours. The majority opinion among strategists hints...

Lower inflation figures, robust employment statistics, and declining Treasury yields have propelled the SPDR S&P 500 Trust (ARCA:SPY) to a new 52-week high on Monday. Edward Yardeni, founder and President of Yardeni Research, however, believes that this upward trend in the stock market could be...

The Conference Board's leading economic index released Thursday showed an extended declining streak but an analyst suggested he wasn't concerned. The LEI is a composite index consisting of different variables that is intended to predict turning points in the economy. This predictive index is highly...

The decade-long bull run in U.S. stocks has some investors concerned the end is near and a recession is on the horizon in the next two years. Longtime market bull Edward Yardeni told CNBC there is no reason to be concerned amid an encouraging outlook. What Happened Yardeni, a Wall Street veteran...

Santa treated investors to a 600-point plunge in the Dow Jones on Christmas Eve, but stocks have been on fire since then — with more gains to come, according to Yardeni Research President Edward Yardeni. What Happened The Christmas Eve sell-off was immediately followed by the Dow Jones...

U.S. equities have emerged as safe havens for investors, despite the gloomy picture painted by Republican candidate Donald Trump, according to a report on CNN Money. The U.S. stock market is sitting near record highs and the Dow has gained 3,100 points since its mid-February low. U.S. Safe Havens "...