implicit
explicit
Oil
explicit
USD
Yardeni Research
4.8
Financial Media
Ed Yardeni 9.0
Financial Media
Ed Yardeni 9.0
1/2/2026 9:36:55 PM
metals
the precious metals obviously have been doing very well and may very well continue that way
Expects continued strength due to very stimulative combination of monetary and fiscal policies creating favorable environment for metals.
| 12/23/2025 11:20:27 PM | medium term up | 20 days later | +8.96% | +8.96% |
| 12/22/2025 3:05:49 PM | long term sharp up | 62 days later | +17.06% | +25.59% |
| 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
we may see that maybe the valuation multiples on some of these AI trades start to come off
Expresses AI fatigue, uncertainty about AI trade, questions if stocks merit current valuations, suggests rotation away from Mag-7/tech names.
| 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% |
yields
Yardeni states 'bond yields have stayed elevated' despite Fed easing, and wonders if 'bond vigilantes are going to act up' against stimulative policies, suggesting yields may remain high/rangebound rather than trending down.
| 12/23/2025 11:20:27 PM | medium term up | 20 days later | +0.85% | +0.85% |
| 12/8/2025 2:52:48 PM | short term up | 6 days later | -0.10% | -0.10% |
| 12/8/2025 10:28:17 AM | short term up | 6 days later | -0.10% | -0.10% |
| 11/12/2025 11:46:28 AM | medium term cautious down | 20 days later | -1.34% | +0.67% |
| 10/27/2025 1:01:15 PM | medium term cautious down | 20 days later | +3.77% | -1.88% |
