Good piece Ed thanks. ONe should notice that bond yields have risen but peaked in October/early November the past three years like clockwork. S&P returns for those years avg 8% from here to the end of the year.
Thanks finally someone that does not talk Greek! All my money is in bond income funds! I have less money in my portfolio now than I did in Jan 2021 and I’ve made no withdrawals! It’s hard to swallow!
Thank you always for the great insights- you have saved me so much money- I was shorting- and then I saw the market kept going up- listened to you- shorted less- went long more- I'm bullish on gold- it is what it is- a very uncertain world- Praying for the world- God bless us all-
Yardeni has been doing basically this since the 90's and he brings a measured approach and a willingness to consider all possibilities that I really appreciate. He'll say things probably continue as they've been going, which has been right for years now in the midst of much hand ringing and bold predictions, and he will also point out the bond vigilantes starting to gather and either president is set to spend a lot of money. I have El Erian, Lynn Alden, and Doomberg as my youtube mt. rushmore, maybe I put Yardeni up there for his quiet consistency and record of being right.
Ed-Good analysis as usual. The bond is telling the Fed to hold and be one and done like you say. However, it is extremely costly to pay the Fed.’s interest. Oil is down and staying down even with Mideast action. If Powell holds in Nov., bond yields will rise further. I think Powell cuts by .25%. I am sure hoping Harris wins and has better economic policies. Trump is sounding more/more fascist and unstable!
ISM PMI Manufacturing, job market, US consumers indicator (retail sales, average hourly earnings) all show weakening condition. what does the fed need more to be sure to implement more rate cut?
Those employment number are fraudulent numbers to showcase the incumbent , over 800,000 revised jobs numbers. You lost credibility right in the beginning of your video .
![BOWKYLION - วิงวอน (ex-change) [Official MV]](http://i.ytimg.com/vi/cLdnZWDaO-w/mqdefault.jpg)
2020: WalMart frozen green bean, corn, carrots = $0.58 2024: WalMart frozen green beans, corn, carrots = $0.98 2020: fresh grapefruit = $0.78: 2024: fresh grapefruit = $1.38 2020: Gold $1800 2024 Gold $2700 What inflation?
Great summary and charts!! Many thanks.
Great video, Ed. Like the short take approach. 👍
Good piece Ed thanks. ONe should notice that bond yields have risen but peaked in October/early November the past three years like clockwork. S&P returns for those years avg 8% from here to the end of the year.
Excellent analysis and summary. Timely and useful.
Thanks finally someone that does not talk Greek! All my money is in bond income funds! I have less money in my portfolio now than I did in Jan 2021 and I’ve made no withdrawals! It’s hard to swallow!
Just hold till maturity. Enjoy the coupons and get the face value when it matures. Why worry?
Thanks for the balance you bring to market analysis. Much appreciated.
Thanks for making your analysis available here.
Thank you Ed! Always appreciate your insights. Very enlightening!
Thank you always for the great insights- you have saved me so much money- I was shorting- and then I saw the market kept going up- listened to you- shorted less- went long more- I'm bullish on gold- it is what it is- a very uncertain world- Praying for the world- God bless us all-
Always enjoy Ed Yardeni’s take on things. One of the very best!
Thank you Dr Yardeni
Government employment is covering up the weakness in the labor market with debt
Yardeni has been doing basically this since the 90's and he brings a measured approach and a willingness to consider all possibilities that I really appreciate. He'll say things probably continue as they've been going, which has been right for years now in the midst of much hand ringing and bold predictions, and he will also point out the bond vigilantes starting to gather and either president is set to spend a lot of money. I have El Erian, Lynn Alden, and Doomberg as my youtube mt. rushmore, maybe I put Yardeni up there for his quiet consistency and record of being right.
Never 'Lynn' Alden.
@@tastypymp1287 yea, ignore her.
@@jtrealfunny I will ignore him.
@@tastypymp1287 embarrassed for you
She quite good
Thank you Ed, that was excellent.
Good overview... would love to know what portfolio he recommends for retirees.
Thank you! I always appreciate your insights. The doomsday folks are squawking loudly so, it's good to hear your commentary.
Ed-Good analysis as usual. The bond is telling the Fed to hold and be one and done like you say. However, it is extremely costly to pay the Fed.’s interest. Oil is down and staying down even with Mideast action. If Powell holds in Nov., bond yields will rise further. I think Powell cuts by .25%. I am sure hoping Harris wins and has better economic policies. Trump is sounding more/more fascist and unstable!
why does ed always ignore commodities prices including gold?
Maybe because he is not a gold proponent
Recession likely next yr, every cycle Wall Street cheerleads for SoftLanding, their economist blind sided by in your face housing crisis etc 😂
ISM PMI Manufacturing, job market, US consumers indicator (retail sales, average hourly earnings) all show weakening condition. what does the fed need more to be sure to implement more rate cut?
Thank You
I feel like there's other important data being ignored here.
Like the Beige book....
Technically, I’m still of the opinion the yearly chart is gonna form a shooting star. NQ.
Those employment number are fraudulent numbers to showcase the incumbent , over 800,000 revised jobs numbers. You lost credibility right in the beginning of your video .
Even Powell said the numbers are likely artificially high!
Market would like a split congress, gridlock.
Your intro is too long
Only when unemployment is creeping above 4%>>Harris fiscal policy has been painfully silent and this us when Trump's fiscal is necessary
Based.
Yardeni vs Lacy FIGHT!
liked it
Hold on.. your stock market bull?