Yields
implicit
Oil
explicit
USD
Yardeni Research
4.8
Financial Media
Ed Yardeni 9.0
Financial Media
Ed Yardeni 9.0
12/22/2025 3:05:49 PM
metals
I've been talking about getting to 4,000 on the price of gold... I thought 5,000 by the end of next year, now I'm thinking maybe I'm going to have to raise that number, and I'm still thinking 10,000 by the end of the decade.
Links the bullish metals view to potential Fed liquidity if it cuts rates towards 3%, which would flow into financial assets and precious metals. The 10,000 target for gold by end of decade represents a very significant increase from current ~4500 level.
| 11/12/2025 11:46:28 AM | medium term cautious up | 20 days later | +4.56% | +2.28% |
| 11/12/2025 9:22:53 AM | long term sharp up | 60 days later | +27.68% | +41.52% |
ndx
The interviewee's core thesis is a bullish rotation within equities, driven by AI benefits spreading from mega-caps to the broader market ('Impressive 493'). His explicit S&P 500 target of 7700 for next year (a 10% gain) and 10000 by end of decade implies a positive direction for the overall market, which includes NDX-heavy sectors. The reasoning about economic resilience and lack of need for Fed hikes supports a positive equity outlook.
| 12/12/2025 10:13:25 PM | short term cautious down | 7 days later | +1.57% | -0.79% |
| 12/8/2025 10:28:17 AM | medium term cautious down | 20 days later | -0.56% | +0.28% |
| 11/12/2025 9:22:53 AM | short term up | 5 days later | -1.96% | -1.96% |
| 11/10/2025 1:58:05 PM | short term up | 6 days later | -2.87% | -2.87% |
| 10/27/2025 1:01:15 PM | short term up | 6 days later | -0.15% | -0.15% |
| 9/19/2025 1:42:29 AM | short term sharp up | 7 days later | -0.60% | -0.91% |
| 9/11/2025 10:44:08 PM | medium term sharp up | 20 days later | +3.32% | +4.98% |
| 9/9/2025 5:01:26 PM | medium term up | 20 days later | +3.48% | +3.48% |
| 8/25/2025 2:53:09 PM | medium term up | 20 days later | +3.27% | +3.27% |
