Video Webcasts

Dr Ed's Video Webcast 1/29/25

Jan 29, 2025 1 min read paid

Anatomy Of The Bull Market (Will DeepSeek Sink It?) The current bull market has been driven mostly by valuation expansion; now valuation is historically high. We expect earnings growth to perpetuate the bull market this year; any more valuation expansion could leave the market vulnerable to a meltdown. Our year-end target for the S&P 500 is 7000, based on a solid rise in earnings with no further valuation

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 1/22/25

Jan 22, 2025 1 min read paid

Expectations for more rate cuts this year than previously expected buoyed both bond and stock markets last week. The prior week was bad for both markets as rate-cut expectations diminished. But last Thursday’s comments by Fed Governor Waller that fueled the turnaround were wrong-headed, in our opinion. If inflation follows the course he expects down to 2.0%, the Fed’s dual mandate would be achieved so it wouldn’

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 1/15/25

Jan 15, 2025 1 min read paid

The financial markets have been recalibrating their expectations for monetary policy since the FOMC’s December meeting and their expectations for economic changes under the incoming Trump 2.0 administration since Election Day. In this context, Friday’s strong employment report only served to cement investors’ sense that the Fed should pause its easing. Both bond and stock markets reacted like the sky was falling. We’re not surprised by

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 1/8/25

Jan 8, 2025 1 min read paid

The January Barometer and January Effect have been interesting statistical regularities that may not have much investment usefulness. It’s better to stay in the stock market whatever the month brings than to try and execute exits and entrances based on the calendar. Over time, the market has a bullish bias, which is why we do too. … Today, Dr Ed lists what could go right for the stock market this

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 1/1/25

Jan 1, 2025 paid

Ed and Eric look forward to the new year. ❇️Exclusive Early Access for Paid Members: Below, you'll find Dr. Ed's latest webcast. Paid members can enjoy immediate access to the video. This content will become available to the public at a later date—don't miss out on early insights, consider upgrading today!

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 12/25/24

Dec 25, 2024 paid

Ed and Eric look forward to the new year. ❇️Exclusive Early Access for Paid Members: Below, you'll find Dr. Ed's latest webcast. Paid members can enjoy immediate access to the video. This content will become available to the public at a later date—don't miss out on early insights, consider upgrading today!

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 12/18/24

Dec 18, 2024 1 min read paid

Lots of crosscurrents are converging to determine the course of inflation in 2025. So projecting that course takes seeing where those currents are headed, predicting with the aid of historical correlations how they’ll likely impact inflation, then overlaying potential economic scenarios to see how they change the narrative. The result: Dr Ed’s three inflation scenarios—the Good, the Bad, and the Ugly. In the Good, rising productivity growth

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 12/11/24

Dec 11, 2024 1 min read paid

As Taylor Swift ends her Eras tour, Dr Ed starts his Roaring 2020s Tour to meet with our accounts. Last week in Texas, they shared their concerns about the “known unknowns,” as the new administration represents a significant policy regime change. On balance, Trump 2.0 should perpetuate our Roaring 2020s scenario. Fortunately, the US economy and financial markets are resilient and tend to outperform globally whomever occupies the White

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 12/4/24

Dec 4, 2024 1 min read paid

Today, Dr. Ed examines Baby Boomer economics. The Boomers are sitting on sizable nest eggs that continue to expand along with home prices and stock prices. They are starting to spend more of their net worth as they retire. Many Boomers are not empty nesters but have grown children living at home and are providing them with financial support. The population bulge that has had outsized effects on markets in

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 11/27/24

Nov 27, 2024 1 min read paid

With economic growth robust and the stock market at a record high, we’re living the Roaring 2020s now. The economy’s resilience has been remarkable considering the headwinds it has faced. While the outlook under Trump 2.0 involves lots of moving parts, we don’t see the net effects of his policies jeopardizing the Roaring 2020s’ continuation. In this scenario (with our 55% subjective probability), Trump 2.0

Ed Yardeni
Eric Wallerstein
Jackie Doherty

Dr Ed's Video Webcast 11/20/24

Nov 20, 2024 1 min read paid

The US Constitution was designed to promote gridlock. But the benefits of gridlock are undermined by lawmakers’ spending freely because the Constitution lacks a balanced budget requirement. … Gridlock is good for investing, but the stock market tends to do well no matter who is in the White House. Trump’s proposals—representing a radical change from Biden’s policies—are likely to materialize because he won a clean sweep. Today,

Ed Yardeni
Eric Wallerstein

Dr Ed's Video Webcast 11/13/24

Nov 13, 2024 1 min read paid

Something’s amiss with Fed Chair Powell’s explanation for lowering the federal fund rate a second time in two months despite an economy he admits is performing remarkably well. He tied the rationale for the move to the theoretical “neutral FFR,” implying that monetary policy needs to be less restrictive to reach that point, even though that point is intrinsically unknowable. Also implied was that the related risks are

Ed Yardeni
Eric Wallerstein

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