Ed Yardeni is strongly bullish on U.S. equities, driven by fabulous earnings momentum (FEMO), not FOMO. He sees the economy as resilient, powered by AI, innovation, and capital markets. He dismisses debt fears and geopolitical risks as buying opportunities, expects oil prices to fall, and reiterates his S&P 500 target of 8,250 by year-end and 10,000 by decade-end.
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Yardeni Research
4.8
Financial Media
Ed Yardeni 9.0
Financial Media
Ed Yardeni 9.0
5/26/2026 2:53:03 PM
dxy
Yardeni highlights American exceptionalism, strong capital markets, and global wealth wanting to invest in the U.S., which supports a strong dollar.
metals
No explicit mention of metals. Given his bullish view on equities and the dollar, and expectation of lower oil and inflation, metals are likely to be rangebound or slightly down.
| 3/10/2026 5:45:11 PM | long term up | 61 days later | -5.42% | -5.42% |
| 3/10/2026 5:32:23 PM | long term up | 61 days later | -5.42% | -5.42% |
| 1/20/2026 9:28:32 PM | long term up | 61 days later | -16.50% | -16.50% |
| 1/2/2026 9:36:55 PM | medium term up | 21 days later | +24.33% | +24.33% |
| 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
S&P 500 target of 8,250 by year-end and 10,000 by decade-end. Earnings are driving the market.
| 3/9/2026 9:00:51 AM | short term down | 6 days later | -1.21% | +1.21% |
| 1/2/2026 9:36:55 PM | short term cautious down | 7 days later | +1.52% | -0.76% |
| 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% |
rut
Yardeni emphasizes broad economic resilience, productivity gains, and entrepreneurial innovation, which should benefit small-cap companies in the Russell 2000.
wti
I think oil prices are going to be coming down.
| 4/13/2026 1:50:50 PM | short term up | 6 days later | -1.83% | -1.83% |
| 3/18/2026 6:56:53 PM | short term up | 5 days later | -3.94% | -3.94% |
| 3/9/2026 9:00:51 AM | short term sharp up | 6 days later | +12.04% | +18.06% |
yields
Yardeni dismisses debt fears and says the Treasury and Fed can always finagle things, implying no sharp rise in yields. He also says lower inflation is coming, which supports stable or lower yields.
| 5/12/2026 4:35:40 PM | short term cautious up | 5 days later | +3.17% | +1.58% |
| 4/14/2026 6:13:54 AM | medium term cautious up | 20 days later | +3.13% | +1.56% |
| 3/9/2026 9:00:51 AM | short term up | 6 days later | +2.03% | +2.03% |
| 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% |
