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More Thoughts on 2026: Markets, Earnings, and Volatility
Автор: Ed Yardeni
Загружено: 2026-01-02
Просмотров: 9436
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Dr Ed Yardeni shares additional thoughts on the outlook for 2026, including why the economy and markets remain resilient and where risks may emerge.
He discusses earnings-driven market gains, consensus S&P 500 targets, the impact of Fed easing and fiscal stimulus, and why the first half of 2026 could be volatile despite a constructive full-year outlook. Ed also covers AI competition, productivity trends, bond yields, deficits, gold, and key contrarian indicators.
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