Ed Yardeni, President of Yardeni Research, doubles down on his 8,000 S&P 500 call, but warns that an escalation of tariffs could throw the economy off balance.
*This video was recorded on November 15, 2024
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0:00 - Intro
1:00 - Trump 2.0 bullish market
4:40 - Deficits and markets
6:00 - Tariffs and the Great Depression
15:00 - Outlook for inflation
19:00 - PMI and recession
21:35 - Savings rate
24:15 - Managers’ sentiment
27:15 - Citigroup Surprise Index
30:51 - Sector preference
#economy #investing #stocks
