EARNINGS · PRODUCTIVITY
Ed Yardeni
As of 29 September 2026, Ed Yardeni holds 17 current views on Headge, 13 Bullish, 4 Bearish. The latest is Higher on Fiscal & Treasury over 1 Year. Every view links to the original post or video.
Veteran economist. US earnings, productivity, inflation, the Fed and bond vigilantes. Primarily a written-research shop.
VIEWS 0
LAST PUBLISHED 47D AGO
Catch-Up
TUESDAY 29 SEPTEMBER 2026 · US MARKETS
0 current views. 0 bull, 0 neutral, 0 bear. No current view.
Current Mix 0 Bull · 0 Neutral · 0 Bear
Mix By Horizon
1 Week
0 BULL 0 NEUT 0 BEAR
1 Month
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1 Year
0 BULL 0 NEUT 0 BEAR
A daily catch-up of talking heads, in fifteen minutes.
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Today
SENTIMENT GRAPH
Current Views
ANALYSTDIRECTIONTOPICSUMMARYHORIZONFRESH
Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Strong
Fiscal & Treasury Government debt will leave younger generations with a substantial fiscal burden as baby boomers retire, an intergenerational transfer rather than a temporary imbalance. DIRECTION ONLY
Year 47d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Strong
Growth The economy is doing very well as consumers continue spending, with financially strong seniors helping younger households despite an affordability crisis. DIRECTION ONLY
Month 47d Ed Yardeni EARNINGS · PRODUCTIVITY EASIER Moderate
Fed Policy The Fed should deliver a quarter-point move soon because it would restore credibility while doing less harm to the economy than continued inaction. DIRECTION ONLY
Week 48d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Strong
Growth The US economy is expected to remain resilient through the end of the decade, extending record-high real GDP, consumer spending, and capital spending. DIRECTION ONLY
Year 48d Ed Yardeni EARNINGS · PRODUCTIVITY LOWER Strong
Recession Risk Recession risk is expected to remain low through the end of the decade as the US economy continues to withstand repeated stress tests. DIRECTION ONLY
Year 48d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Strong
Earnings Earnings are expected to continue surprising to the upside, supported by an economy that remains resilient through the end of the decade. DIRECTION ONLY
Year 48d Ed Yardeni EARNINGS · PRODUCTIVITY BULLISH Strong
SPY The stock market is expected to move higher as continued upside earnings surprises are supported by a resilient US economy. DIRECTION ONLY
Year 48d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Strong
Growth US economy is expected to remain resilient through the end of the decade, supported by a bulletproof consumer, strong capital spending, and demographic wealth. DIRECTION ONLY
Year 49d Ed Yardeni EARNINGS · PRODUCTIVITY LOWER Strong
Recession Risk Recession risk remains low through the end of the decade as consumer spending, capital investment, and household wealth keep the US economy resilient. DIRECTION ONLY
Year 49d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Strong
Earnings Earnings are expected to continue surprising to the upside as a resilient US economy and consumer spending support higher stock-market performance. DIRECTION ONLY
Year 49d Ed Yardeni EARNINGS · PRODUCTIVITY BULLISH Strong
SPY S&P 500 performance is expected to move higher as earnings continue surprising to the upside amid durable consumer spending and economic resilience. DIRECTION ONLY
Year 49d Ed Yardeni EARNINGS · PRODUCTIVITY BULLISH Strong
AI AI capital spending remains a boom that reinforces economic resilience alongside strong consumer spending and substantial household wealth. DIRECTION ONLY
Year 49d Ed Yardeni EARNINGS · PRODUCTIVITY BEARISH Moderate
TLT Long-duration Treasuries face downside risk if bond vigilantes push yields higher in response to escalating government debt and continued fiscal bailouts. DIRECTION ONLY
Year 49d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Moderate
Inflation Inflation faces short-run upward pressure from tariffs, volatile energy prices, and Middle East supply-chain disruptions despite disinflationary unit labor costs. DIRECTION ONLY
Month 49d Ed Yardeni EARNINGS · PRODUCTIVITY EASIER Moderate
Fed Policy Fed policy should ease by a quarter point in September, a move expected to improve credibility without materially hurting the economy. DIRECTION ONLY
Week 49d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Strong
Fiscal & Treasury Federal deficits of $1.5 trillion to $2 trillion remain stimulative, with more than $1 trillion in interest payments supporting household income and spending. DIRECTION ONLY
Year 49d Ed Yardeni EARNINGS · PRODUCTIVITY HIGHER Moderate
Housing Home prices are rising as baby boomers retain their houses rather than downsizing, constraining housing supply amid persistent affordability pressure for younger households. DIRECTION ONLY
Year 49d
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