Video Webcasts

Dr Ed's Video Webcast 2/26/25

Feb 26, 2025 1 min read paid

A Tale Of Woes While Ed and Eric have been accentuating the positives in the stock market outlook and also acknowledging the negatives, investors and many commentators seem suddenly to be doing the opposite. Today, Ed outlines both the concerns that dragged the stock market off its midweek record high last week and our base-case Roaring 2020s scenario (55% subjective odds). Even if a 1990s-style meltup was followed by a

Ed Yardeni
YRI Team

Dr Ed's Video Webcast 2/19/25

Feb 19, 2025 1 min read paid

The Gunfight At DOGE City The Bond Vigilantes aren’t saddling up just yet, but they’re on high alert, Ed reports. They’re watching to see whether anti-DOGE gunslingers will cripple the new federal department or whether DOGE will root out sufficient government inefficiencies to enable Trump 2.0 to slow the budget deficit’s growth and proceed on its tax-cut plans. The stakes are high for the US

Ed Yardeni
YRI Team

Dr Ed's Video Webcast 2/12/25

Feb 12, 2025 1 min read paid

Anatomy Of Full Employment When others saw labor market weakening last summer, we saw normalization from the settling down of pandemic-period churn. Our labor market outlook remains constructive. The growth of the labor force should continue to slow, but demand for workers will remain strong, keeping the labor market needle at full employment. Strong productivity gains from widespread AI adoption and a full-employment labor market should spur robust real wage

Ed Yardeni
YRI Team

Dr Ed's Video Webcast 2/5/25

Feb 5, 2025 1 min read paid

Anatomy Of Gross National Product Why is the US economy so strong? Look in the mirror: The consumer is the engine of growth. Yes, technological advancements will continue to buoy GDP, as will Trump 2.0 deregulation and lower taxes. But consumer spending accounts for nearly 70% of real GDP. We reject the notion that consumer spending will slow in the face of depleted saving and other drags; it’s

Ed Yardeni
YRI Team

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
YRI Team

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
YRI Team

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
YRI Team

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
YRI Team

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
YRI Team

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
YRI Team

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
YRI Team

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
YRI Team

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