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yardeni is a huge name.ker beneath me and, of course, the slides here on the screen
yardeni is a huge name.ker beneath me and, of course, the slides here on the screen
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yardeni is a huge name. thank you very much, charles. >>> breaking news, okay, folks, you look at the ticker beneath me and, of course, the slides here on the screen here, 24 hours after a major drop in the markets we are watching the bulls flash a v very -- for victory and a v for the look of the recovery from yesterday's geopolitically-triggered drop. while we're coming off the highs of the session, this2k-day v-shaped chart for the dow jones industrials which, by the way, enjoyed a -- endured a 530-point retreat thursday, right now is up nearly 300 points. at its high of the session, 433. the other majors are repeating a similar pattern. two minutes before noon eastern the s&p recovered all 66 points that the it had lost yesterday. now at the moment what do we have here? we've got the nasdaq up 1 is 73 points. -- 173. it had cratered 228 yesterday. the s&p still up about 50 points, coming off the boil here. what makes the spikes today even more interesting is that they are happening as treasury yields hea
yardeni is a huge name. thank you very much, charles. >>> breaking news, okay, folks, you look at the ticker beneath me and, of course, the slides here on the screen here, 24 hours after a major drop in the markets we are watching the bulls flash a v very -- for victory and a v for the look of the recovery from yesterday's geopolitically-triggered drop. while we're coming off the highs of the session, this2k-day v-shaped chart for the dow jones industrials which, by the way, enjoyed a...
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Apr 15, 2024
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i want to bring in ed yardeni.ven today we're down but all things being equally we're holding up pretty good but i think there are some small cracks in the armor. what do you think? >> yeah i think the market is due for a pause. i'm not expecting a 10% correction but i'm not ruling that out. the market has to deal with a couple of challenges. the geopolitical situation is clearly deteriorated particularly in the middle east but also between ukraine and russia. the ukrainians are attacking russian petroleum facilities and quite successfully apparently. we have to continue to watch the price of oil because it is going to reflect just how out of coal the geopolitical situation is in both wars. on top of that, i think, while there is uncertainty about geopolitics i think there is less uncertainty about what the fed is going to do. they might very well do knowing in terms of lowering interest rates and that's got the market jittery. if you can continue to get four, 4 1/2% on short-term instruments, that might continue t
i want to bring in ed yardeni.ven today we're down but all things being equally we're holding up pretty good but i think there are some small cracks in the armor. what do you think? >> yeah i think the market is due for a pause. i'm not expecting a 10% correction but i'm not ruling that out. the market has to deal with a couple of challenges. the geopolitical situation is clearly deteriorated particularly in the middle east but also between ukraine and russia. the ukrainians are attacking...
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Apr 16, 2024
04/24
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thinking of what yardeni said about crude. the s&p 500 going negative even though oil is down. looking for information out of the israeli war cabinet, meeting for a third day in a row. various reports about them attempting perhaps to make a response that it doesn't involve casualties, maybe a cyberattack, nothing but speculation at this point. yardeni's point was if, in fact, there was a serious geopolitical disruption to crude that took it back to 128, the 2021 highs, that would be reminiscent of the thing we've worried about the most which is a double top in cpi -- >> for sure. whenever there's an oil shock -- recessions have tended to be preceded by a doubling of oil prices on some level. that's what that would be. there's all kinds of reasons to worry about that. also, there's some people saying, is there something in the geopolitical events that has the ie makings of a more accommodative fed? is that going to be the cover story for why the fed can get a cut? i don't think you ever want to wish for those circumstances where that would be what we get. i zee crude down, stock
thinking of what yardeni said about crude. the s&p 500 going negative even though oil is down. looking for information out of the israeli war cabinet, meeting for a third day in a row. various reports about them attempting perhaps to make a response that it doesn't involve casualties, maybe a cyberattack, nothing but speculation at this point. yardeni's point was if, in fact, there was a serious geopolitical disruption to crude that took it back to 128, the 2021 highs, that would be...
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Apr 29, 2024
04/24
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yardeni research.o be just like the 1970s stagflation is a pretty good one on a monday morning. makes us feel better about this being a monday, explain. >> i want you to feel better i think last week when we got the gdp report, the knee jerk reaction was that data was stagflationary because real gdp was up only 1.6% a lot of that was because we imported more, and we also saw this inventory accumulation. the final demand in the economy was still actually very, very strong in addition, there was concerns about the pickup in inflation during the first quarter i think some of it was kind of funky january, february effects, but we still do have a problem with the so-called super core inflation rate, which is the consumption deflator for services excluding energy and including -- excluding shelter that's kind of stuck around 3.5% recently but i think that's going to come down one of the problems we have on the inflation side is auto related. auto related insurance, and repairs have been a real, real problem
yardeni research.o be just like the 1970s stagflation is a pretty good one on a monday morning. makes us feel better about this being a monday, explain. >> i want you to feel better i think last week when we got the gdp report, the knee jerk reaction was that data was stagflationary because real gdp was up only 1.6% a lot of that was because we imported more, and we also saw this inventory accumulation. the final demand in the economy was still actually very, very strong in addition,...
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Apr 15, 2024
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even bull ed yardeni talks about a stall. and renaissance macro says we're not oversold enough and more downside ahead. what do i make? >> i think the reality for the markets is we're not going to see a sustained down turn in the u.s. equity market until we have an earnings problem, which we do not have, and the labor market cracks which is not happening right now. i anticipate the jitters we're seeing are a result of valuations are high and a lot of unde uncertainty. that's been true for months. >> so? that's a reality check that yes, risk has been introduced and any time there's geopolitical risk especially in that region you get a little bit nervous. the market, the rally went up a lot, you know, tax day is today, the selling last week due to that, jpmorgan says they're still bullish and here's why and plays into what lauren is talking about and why we need to debate it. we don't think the rapid reprising in the fed's rate cut expectations changes our bullish view. as above trend gdp growth still supports corporate earning
even bull ed yardeni talks about a stall. and renaissance macro says we're not oversold enough and more downside ahead. what do i make? >> i think the reality for the markets is we're not going to see a sustained down turn in the u.s. equity market until we have an earnings problem, which we do not have, and the labor market cracks which is not happening right now. i anticipate the jitters we're seeing are a result of valuations are high and a lot of unde uncertainty. that's been true for...
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Apr 15, 2024
04/24
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. >> i loved yardeni over the weekend looking at the record net worth among baby boomers, which willchest senior citizen generation in the history of the country. and that argument is, they're going to spend it all, and that demand for financial services and elderly health care and travel is -- that's what makes this last mile tough. >> i mean, that's one of the things. also, i think back to larry fink of blackrock, who was telling us all these structural factors that's going to make it very hard. that people's roofs, you know, and parts of their homes -- >> he was talking about roofs leaking. >> they've been living in them for so long, and they're locked into these low morgtgages, and that's why you have insurance rates higher. i'm teeing off the demographic trend about what we might be seeing in the data and why it might be hard to have a change. >> spend it all? what do you think, carl? that's probably a good motto. >> who are you going to leave it to? they'll be fine. >> they'll be just fine. they need to make it on their own. i'm in spend-it-all mode. you guys will be the benefi
. >> i loved yardeni over the weekend looking at the record net worth among baby boomers, which willchest senior citizen generation in the history of the country. and that argument is, they're going to spend it all, and that demand for financial services and elderly health care and travel is -- that's what makes this last mile tough. >> i mean, that's one of the things. also, i think back to larry fink of blackrock, who was telling us all these structural factors that's going to...
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Apr 29, 2024
04/24
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unlikely that a hike would be in play they would be more apt to just keep this the same >> yeah, ed yardeniome good stuff on "squawk," saying, look at final demand, it's final. there is no stagflation. i think if you do an intelligent brae breakdown of what's been rising and hurting us, those are all weakening. i think the fed sees that. fed watches the show i know treasury does >> yes >> did you pick something up that i'm unaware of? >> yeah, that the yankees won. the mets won i don't know you seem so happy. >> everybody won the rangers won. the rangers swept the capitols >> he's not grumpy he's really happy. i'm used to grumpy >> cranky. >> or sleepy >> all all the seven dwarfs. >> i think i would to see the megacaps down and see the actual stocks up. and we're getting that we don't want the megacaps to run away because that just -- we go back to the universe of seven stocks that are up, and everybody else is down >> is tesla considered mega cap again? >> yeah, it is >> with that move up today of 12% in the stock price >> god, david, disney's up ever since peltz has been going down, how a
unlikely that a hike would be in play they would be more apt to just keep this the same >> yeah, ed yardeniome good stuff on "squawk," saying, look at final demand, it's final. there is no stagflation. i think if you do an intelligent brae breakdown of what's been rising and hurting us, those are all weakening. i think the fed sees that. fed watches the show i know treasury does >> yes >> did you pick something up that i'm unaware of? >> yeah, that the yankees...
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Apr 18, 2024
04/24
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coming up, edward yardeni of yard any research, jonathan pingel of ubs, and the imf's kristalina georgievare a lot of constructive discussions, and people looking to make things better. i think that's great. annmarie: it is the darker version of "surveillance." lisa: it is not, we have a rally right now in markets. it is such a good rally. i'm serious. people are trying to buy the duke we saw with the longest losing streak going back to january. a little reprieve this morning. this is bloomberg. ♪ her uncle's unhappy. i'm sensing an underlying issue. it's t-mobile. it started when we tried to get him under a new plan. but they they unexpectedly unraveled their “price lock” guarantee. which has made him, a bit... unruly. you called yourself the “un-carrier”. you sing about “price lock” on those commercials. “the price lock, the price lock...” so, if you could change the price, change the name! it's not a lock, i know a lock. so how can we undo the damage? we could all unsubscribe and switch to xfinity. their connection is unreal. and we could all un-experience this whole session. okay, that
coming up, edward yardeni of yard any research, jonathan pingel of ubs, and the imf's kristalina georgievare a lot of constructive discussions, and people looking to make things better. i think that's great. annmarie: it is the darker version of "surveillance." lisa: it is not, we have a rally right now in markets. it is such a good rally. i'm serious. people are trying to buy the duke we saw with the longest losing streak going back to january. a little reprieve this morning. this is...