Ed Yardeni
ON THE RECORD · 7 verbatim quotes · every quote source-verified
“Not one and done, but there there could be two or three rate hikes up ahead here, and that in turn can certainly be unsettling for the stock market.”
Ed Yardeni · said date not stated · reported 2026-09-15
Yardeni cautioned that there could be two or three rate hikes ahead, which would be unsettling for the stock market.
“It's certainly bad news that if oil prices continue to move higher, that would indicate that bond yields are moving higher, and then higher inflationary expectations raise the odds that we'll be in a tightening cycle when it comes to the Fed funds rate,”
Ed Yardeni · said date not stated · reported 2026-09-15
Yardeni warned that higher oil prices could lead to higher bond yields and inflation expectations, raising the odds of a Fed tightening cycle.
“The bond market is actually finally working the way it should work. It's allocating capital efficiently,”
Ed Yardeni · said date not stated · reported 2026-08-19
Yardeni said the bond market is now functioning efficiently to allocate capital.
“It wasn't doing that when the Fed was basically rigging the bond market by keeping the bond yield close to zero by dropping the federal funds rate down to zero. So this ... is kind of back to market-driven interest rates.”
Ed Yardeni · said date not stated · reported 2026-08-19
Yardeni contrasted current market-driven rates with the Fed's earlier zero-rate policy.
“But at the end of the day, the bond yield wouldn't be here if the economy wasn't doing well. So I view it as a vote of confidence in the strength of the economy.”
Ed Yardeni · said date not stated · reported 2026-08-19
Yardeni framed rising bond yields as a sign of economic strength.
“We're kind of testing the outer limits of where the bond vigilantes are really going to start protesting.”
Ed Yardeni · said date not stated · reported 2026-08-19
Yardeni, who coined the term 'bond vigilantes,' discussed rising bond yields in a CNBC interview.
“They're concerned that maybe the Fed isn't being vigilant enough about inflation; they're concerned about the price of oil,”
Ed Yardeni · said date not stated · reported 2026-08-19
Yardeni explained investor concerns about Fed vigilance on inflation and oil prices during a CNBC interview.