Expect a 'one and done' Fed rate cut in September, says Ed Yardeni
HTML-код
- Опубликовано: 11 сен 2024
- Ed Yardeni, Yardeni Research president, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, rate path outlook, state of the economy, and more.
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my portfolio comprising of plummeting stocks that were recommended by certain financial RUclipsrs, quite devastating!
not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound
Such uncertainty is the reason I don't base my conviction on rumors or a ''hearsay'' I have my day-to-day investing decisions being guided by an invt-advisor, seeing that their skillset is built around long and short term, both employing profit-oriented strategies and providing hedge against inevitable downtrends, coupled with exclusive analysis, it's near-impossible to not outperform. I've realized over $600k from $235k capital, since late 2019 just before the pandemic to date.
Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain
The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Jennifer mackimm wesley‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from jennifer.
I regularly ponder how top level investors are able to be millionaires off investing. I've got a critical amount of capital that needs to be started, but I don't even know what methodologies or paths will help me make decent profits.
Before investing, I would highly recommend you to read a few books before. Books like Common stock and uncommon profits and the intelligent investor. They will help you a lot. Also consult a professional if you can.
You are right! I've diversified my portfolio across various markets with the aid of a financial adviser, I have been able to generate a little bit above $450k in net profit across high dividend yield stocks, ETF and bonds.
who is your financial adviser, do you mind hooking me up?
Karen Marie Gendron is the licensed adviser I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks for sharing this. I just looked her up on the web and your advisor's webpage popped up. She looks advanced and experienced. I will write her a mail shortly.
I had $250k waiting for rate hikes to end, but now I'm unsure as rates may keep rising and stocks falling. Confused and open to discussion.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
The market is currently mirroring the 2015-16 pattern, with potential for growth, but possibly stuck in a holding pattern until the Fed indicates a rate decrease. I've recently trimmed 25% of my portfolio, cutting loose underperforming stocks touted by some financial RUclipsrs, which sadly took a big hit."
Not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound
I don't make invstmnt decisions based on rumors.I have my day-to-day investing decisions being guided by an invt-advsor, seeing that their skillset is built around long and short term, both employing profit-oriented strategies and providing hedge against inevitable downtrends, coupled with exclusive analysis, it's near-impossible to not outperform. I've realized ovr $750k from $235k capital, since late 2019 just before the pandemic to date.
Awesome.. Please I would love to know or get in touch with your invstmnt advsor. I could really use such expertise in growing my prtfolio now that the entire markets is uncertain
There are many advisors to choose from. But I work with monica Mary strigle and we've been working together for years and she's fantastic. You could check her if she meets your requirements. Just research the name. You’d find necessary details to work with
i appreciate this share .I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me. her certifications and credentials are impressive
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Her name is. MARY TERESE SINGH . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
The Feds talk of rate cut leaves me pondering what stocks to buy now and when do I sell? I'm unsure how to properly allocate my money to achieve an optimal portfolio in this present economy, my goal is $3m for retirement.
navigating market volatility can be challenging, it might be beneficial consulting with an advisor to provide personalized insights based on your specific situation and financial position
Considering the economic situation I ask,?? How can we save our families and friends from financial slavery. It's getting more scary how people are really suffering these days
True, I always emphasize the significance of having an advisor. This has kept me going since the last time I lost $11k trying to trade by myself and as of today I can brab about having subsequent investments.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
I suggest you offset your real estate and get into stocks, A recession as bad it can be, provides good buying opportunities in the markets if you're careful and it can also create volatility giving great short time buy and sell opportunities too. This is not financial advise but get buying, cash isn't king at all in this time.
Many people minimise the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm solvent. I looked for licenced advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
Svetlana Sarkisian Chowdhury a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Overall, 60% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience. If you're new to investing or don't have much time, it's best to get advice from an expert.
@@ShellyHuerta A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember a couple of summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@@KacieLehman How can one find a verifiable financial planner? I would not mind looking up the professional who helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
@@FolarinSodiq Victoria Carmen Santaella is the licensed fiduciary I use. Just research the name. You’ll find the necessary details to work with a correspondence to set up an appointment.
@@KacieLehman Thank you for this tip. it was easy to find your coach. She seems proficient considering her résumé.
Talking crap. I know recruiters and they are all saying companies are not hiring. They have more people unemployed looking for jobs than in the last 5 years.
Build Back Better
Will the Fed needs unemployment rate to increase to the 5% range, that the FOMC projections. It currently at full employment at 4.3-4.4%.😮
Ya there full of it
Depends what kind of job you have
Tbh I’m not sure that what you’re talking about is right. I may be wrong though but even though I think it’s better to consider something like Cryptonica or else.
Spending at Walmart doesn’t confirm an absence of a recession, in fact it’s the opposite!
The most significant lesson I gained from the stock market in 2024 is that uncertainty prevails, emphasizing the importance of humility. Adhering to a long-term strategy with a competitive edge is key
Certainty eludes everyone; thus, it's vital to establish your own methodology, handle risk, and adhere to your strategy unwaveringly. This commitment should endure challenges and successes, all while maintaining a commitment to ongoing learning and improvement.
Honestly It’s crazy but I realized after five years that attempting to predict market outcomes through chart analysis was futile due to the unpredictable nature. My lack of a mentor led to six years of struggle. I transitioned to following the market's direction and adopting a straightforward, disciplined approach
Who is the professional who is advising you, if you could perhaps tell us? As a novice investing in stocks without the correct direction of a professional, I have lost a lot of money.
Well Nancy Magaret Delony is the licensed expert I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Unbelievable, there is no better feeling than coming across a name who has helped change ones family life financially, Yes i know her and honestly i can testify her strategy is amazing and truly worth giving the shot.
Keep your socialist political ads off my phone cnbc.
Do you know what socialism even is...
Why cut rates...it's going to do nothing! No real reason to cut.
Vote policies and record not gender and race
America doesnt even know what a woman is
Why do 25 bp decrease at all? Unemployment is still rather low, the market is fine, but inflation is still above target. We could probably use a 25 bp increase if anything. It would get us closer to the supposed 2% inflation target.
not to mention debt management ... which is probably why they are thinking to decrease interest, how to sole deb:gdp that reads as bankrupt??? earn more money which needs low interest rates
In love With The Anchor
Dovish hawkish bullsh ish ish ish I love Kelly ❤❤
❤From $37K to $65K that's the minimum range of profit return every month I think it's not a bad one for me, now I have enough to pay bills and take care of my family.❤
How please?
Meredith Lindshaw
Venturing into crypto as a newbie was very difficult due to lack of experience which resulted in loosing funds.But Meredith Lindshaw restored hope, she's a good person.
I Just withdrew my profits week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Spot-on, I would always rate her signals as one of the best ever used 100% accurate.
I disagree with his statement that they will look and only do 25 points because the economy is doing well. Big name stocks are doing well but companies right now are not hiring or taking out loans, and buying housing is way too expensive! We need rates to come down for the average consumer
Someday somebody's gotta give something to these CNBC people.
For months, they kept shouting and screaming at our faces, through their lungs - "EL YARDENI THIS...", "EL YARDENI THAT.."
And now they suddenly expect us to believe that he is ED Yardeni and NOT EL Yardeni??!!!
Come on!
Give me a break!
??
I love that expression "It looks like a Goods Growth Recession"
I think I know what his is meaning, but it kind of says a slow down in growth in sales of durable goods. But that implies being less positive, not negative? So would an actual Goods recession be where people sold their durable goods? Meaning that they were selling more than buying?
Hardly, it means that peak demand for durable goods post the Covid-19 period has passed. So, don't expect durable goods to increase in demand.
The only real "unreality" in forecasting is the National Election and it's result could dictate some policy shift. I don't expect TRUMP to win, but I don't expect him to lose. Meaning that I expect he will lose the popular vote and possibly the Electoral College Delegate count, but that will just spill over into a series of State Legislatures attempting to turn over the election and impose their own election results by naming another set of delegates. I wonder if Vladimir Putin will become a delegate from Alaska since Russian Political idiots like Medvedev say Alaska belongs to Russia.
That's what I worry about. Where will all this "Reality Denial" end up? Will Doctors say you need a surgery because they want to operate and they can just say so when you really could benefit from a change in diet and exercise? Sounds like all they have to do is make a plausible case medically for the insurance claim and get you to agree to unlimited personal liability for all costs.
Will CEO's just change the financials on their 10K just because they think or want them to be better? Will the degree of Fantasy Football leagues permeate into all human activity? People will just sign into their company website and check their emails and write a single report a day and call that a day's work?
What are the real numbers? The real numbers seem to be revised a month or so just after the last 'official" numbers were announced and the Market reacted twice to two sets of numbers for the same time period and the same metric.
It's like being married and having a marriage or another partner in another city.
To what extent will reality become so diluted with inferred "attitudinal" data that expresses hopes and dreams rather than facts?
I believe there is NO reason to aggressively cut Interest Rates, except to save the Federal Government Huge Interest Expenses on the repayment of Treasury obligations. That would be the only real reason to cut rates.
I think that the consumer (whoever that is) is better off now than in Summer of 2020 when a whole lot of service sector jobs and small employers shut down.
Ed is good. A gentleman to boot..
From my understanding, people are not buying homes at the same rate they have been, and to stimulat the housing market, a suggested strategy is to decrease the interest rate, by having a lower interest rate people could afford buying a home, however, there is another way for people to buy a home... Let the price of the homes come down to affordable levels in this market, for there is less demand so therefore the price is too high for this market.
I believe one major reason why there is a higher homeless problem is because they have been pushed out of the housing market or rent market because the prices became/were/are too high for them.
With more affordable housing you may slowly solve two problems with one strategy. By trusting the fundamentals of supply and demand.
Sooner rather than later, the mortgage cost will become cheaper than the rent.
Economy is horrible. I’m flagging this video. This is utter bs these analysts are putting out
Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.
I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA
Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
"Nicole Anastasia Plumlee" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
Geez if we have 100 point cut there would have to be some serious job losses
Not necessary for other Central Banks to dictate on the American Central Bank cutting its interest rates as the consequences of economic interest vary to support the local industries and consumer needs of the individual GDP and to manage inflation and salary status conclusively stabilizing its currency value against the US Dollar.
The great Yardeni
Ed is so chill. Being right for the last three years will do that to a person.
Where is Jackson’s hole🫢
hoo👃
On the backside of a Twenty.
Hahahahaha if this is not a joke then Wyoming
Prepared always dumping in a whole year
jobs revised down 1M. “not so terrible”?
When do you decide to replace your roof, when there are signs it is worn or weathered or once you have water dripping into your house? Even 75bps by the end of the year doesn't mean unemployment won't continue to slowly increase. The world economy is slowing, and growth (net inflation) is all located in the high-end tech area and military spending. I can't believe how many people come on CNBC with rosy outlooks. Malaise to some degree is in the future.
Economy is terrible stop the lies
Why she talks as if she understands, she just memorize like …..
all of these shows miss the elephant in the room: the debt.
Dont make the same mistake you did with Biden
Economy is strong
0:52 ... Yeeah - U in particular ... Eddie ... 😐
Are yoo over-reliant on that gen'z kid you brought-on? Did the kid spook-u-out soooo-much, which caused ur overreaction-demand for Powell to call an emergency-session and make a .75 catchup cut?
Is that what happened?
It was ... wasn't it?
Ya... I'll take the over on that.
Lies, people are working overtime if able to just to pay basic bills.
there will be no cut.
Just watch the bank's are Insurance companies
Buy bitcoin
This guy has been begging for rate cuts but now that he sees what it means for the market he wants the opposite 😂
The time has come its almost election time and he must try to help Democrats win even if there is no way rates should be cut and Inflation is still way too high.
If you’re looking for a soft landing look no further than at Kelly’s eyes hubba hubba
everyone makes investing so hard, they are called magnificent 7 because they are Magnificent! own them and add on dips, don't trade them.
Always confusing the economy with the stock market. Economy doing poorly, stock market temporarily doing well.
🎉❤
25 basis points is already baked in . Im going on record that the market dives. Have a nice day. Its like looking at a smilling great white shark. Ha
Lmao, now watch the fed do the opposite and rich ppl panic, oh well
I don't believe in this guy hos predictions always proved failed
weatheR?
No cut is need by Fed this year, maybe in 2025!
This clown said it was the weather 😂😂😂 Why is he on TV he’s clearly not about to come up with ideas of his own if he believes the data. 🤡
Yardeni been right on since the pandemic!😊
Is that hair line evidence of a wig she's wearing?
everything is great until trump wins. Then it hits the fan
LMAO Vote Trump if you want a strong economy
Media will start to tell the truth and panic will set in. The media works on human psychology and right now they want people to believe everything is good.
Women's have to go count sand okay immediately you smell like that song true oldest family members and friends who are you still 🐟 smell like oldest
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
..
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Vote Trump
Riskmangement and moneymangement