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Ed Yardeni
Yardeni Research
Photo: Editorial (Option A policy, Jun 10, 2026) - owner-supplied
First call on the ledger
2 still on the clock. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
On the clock
Written down and dated. Not judged until the deadline arrives.
Said May 18, 2026 · resolves Jul 29, 2026
A quarter-point Fed rate hike is “likely” in July 2026 to appease the bond vigilantes.
Said May 10, 2026 · resolves Dec 31, 2026
“We are raising our year-end S&P 500 target from 7700 to 8250.”
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Dove
2026-06-18
Headline inflation coming down substantially as oil/gas fall
Hold
2026-06-18
“We thought he was a dove who favored lowering the federal funds rate. Instead, he hammered home a strict orthodox message on inflation with a strong commitment to price stability” (his written note, read on air); “it may be a do nothing Fed for a while”
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