Ed Yardeni Predictions

Economist

Track Ed Yardeni's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

16 forecasts 1 wrong 15 pending
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16 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Ed Yardeni US Economy The U.S. economy will remain resilient through the end of the decade with no recession.
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[1:21] I conclude that the economy is going to remain resilient through the end of the decade. I don't think we're going to have a recession and I think um earnings will continue to surprise to the upside and that'll continue to drive the market higher.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Wealthion 2026-08-11 2029-12-31 pending
Ed Yardeni Inflation Rate Core CPI will remain closer to 3% in the next CPI report, creating a credibility problem for the Fed.
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[24:28] if the next CPI number remains closer to 3%, especially when you take out food and energy, um, then he's got an explaining to do.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Wealthion 2026-08-11 2026-09-15 pending
Ed Yardeni S&P 500 The S&P 500 will reach 8,250 by the end of 2026
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[18:00] I'm shooting for 8,250 on the S&P 500 by the end of the year and 10,000 by the end of the decade. And uh those have been my targets for a while and so far so good.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2026-12-31 pending
Ed Yardeni S&P 500 The S&P 500 will reach 10,000 by the end of 2029
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[18:00] I'm shooting for 8,250 on the S&P 500 by the end of the year and 10,000 by the end of the decade. And uh those have been my targets for a while and so far so good.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2029-12-31 pending
Ed Yardeni Treasury Yields US Treasury bond yields will remain in the 4-5% range for the foreseeable future
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[17:19] I don't think bond yields are rising. I got it. I got them at four to 5% for as far as the I can see. I think we're going to kind of going to stay at normal.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2027-08-06 pending
Ed Yardeni Inflation Rate Inflation will moderate in the near term
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[17:27] I think we have a short-term inflation problem that will in fact moderate.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2027-02-15 pending
Ed Yardeni Labor Market Real wages will trend higher as AI boosts productivity and current inflationary pressures subside
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[28:59] I think that after the um some of this turmoil we have with the tariffs and the war, I think once that's behind us and once AI really kicks in uh more on the productivity side... I'm not concerned about the trend of real wages. I think it's going higher.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2028-08-06 pending
Ed Yardeni Fed Funds Rate The Fed will raise interest rates in September 2026
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[10:09] now everybody's kind of expecting that it'll happen in September. The problem for him is he's getting kind of close to the midterm elections and the president President Trump's not going to be too happy uh if the Fed raises interest rates u between now and and the midterm elections.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2026-09-30 pending
Ed Yardeni Financial Sector Financials sector will outperform as a beneficiary of AI-related spending
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[33:05] we uh maintained our overweight on financials and industrials as the sectors most likely to benefit from all this spending.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2028-08-06 pending
Ed Yardeni Industrials Sector Industrials sector will outperform as a beneficiary of AI-related spending
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[33:05] we uh maintained our overweight on financials and industrials as the sectors most likely to benefit from all this spending.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2028-08-06 pending
Ed Yardeni Healthcare Sector Healthcare sector will benefit significantly from AI-driven productivity improvements
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[33:12] then we added healthcare as a I think we all know when you walk into a doctor or doctor's office or a hospital how bad how bad the productivity is and AI could really make a big difference there.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-08-06 2028-08-06 pending
Ed Yardeni Gold Gold will trend higher
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[23:37] I think the trend is still higher for gold.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-04-13 2027-04-13 pending
Ed Yardeni Treasury Yields Treasury yields will reach 4.75%
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[22:32] I still think there'll be enough of an inflation shock up ahead here and concerns that it's it's spreading that we will see four and 3/4%. But I would view that as a a tremendous buying opportunity.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-04-13 2027-04-13 pending
Ed Yardeni S&P 500 The S&P 500 correction will be 10-15% total and will bottom out within the next two weeks
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[0:00] And I still think this will turn out to be a 10 to 15% correction. And we're halfway through that and that it it could could happen in this week or or next week.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-04-01 2026-04-14

The prediction claimed a 10-15% correction that would bottom out within two weeks, but the period low of $6474.94 represents only a 1.53% decline from the prediction date price of $6575.32, falling far short of the claimed 10-15% magnitude.

Ed Yardeni S&P 500 The S&P 500 will reach 7700 by end of 2026
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[17:59] and uh uh you know I'm I'm still using 7700 uh by by the end of u of the of the year

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-04-01 2026-12-31 pending
Ed Yardeni International Stocks Emerging markets, Europe, Japan, and Korea will outperform with lower valuations as markets look past the war
See quote
[7:47] I I think the markets are already looking past the war and I yeah I I would think that the emerging markets uh uh Europe, Japan, Korea, you know there's there's still lots of opportunities there with low lower valuation. m multiples. So I I would stick stick with a go global.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Wealthion 2026-03-25 2027-03-25 pending