Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.
Investors are less concerned about an imminent recession so far this year than they were over the past two years. They are also less worried about inflation. Might this set of circumstances unleash a bout of irrational exuberance in the stock market, similar to what happened in the 1990s? That was a tech-led meltup that was followed by a tech-wreck meltdown during the early 2000s. There are similarities and differences between now and then.
The Federal Reserve spent most of 2022 and 2023 HIKING interest rates. In 2024, the Fed is likely to CUT them. Markets are still debating when the process will start and how aggressive it will be. But clearly, the policy environment is shifting. The only question is, how should investors like you react?
Find out from our experts how rate-sensitive sectors like financials, utilities, and Real Estate Investment Trusts (REITs) will behave as the Fed pivots. And see which FIVE stocks, funds, and sectors you can put to work for greater profits in the remainder of 2024.
You've listened to their presentations and heard their views. Now, meet with your favorite money experts, ask them detailed questions, and learn about new market opportunities.