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Ed Yardeni on the Bond Vigilante, S&P Winning Streak Pause
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May 20, 2025
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13:51Now PlayingEd Yardeni, President of Yardeni Research, joins for an extended discussion on the outlook for equities, his S&P target, and whether tariffs will weigh on corporate bottom lines. A six-day winning streak in the S&P 500 is set to pause as investors bet that US stocks will lag the rest of the world. It comes as Hong Kong's pension fund managers are concerned about potential forced selling of their Treasury holdings due to Moody's downgrade of US debt, as they are only allowed to invest over 10% of their assets in Treasuries if the US has a AAA or equivalent rating. He speaks with Bloomberg's Tom Keene and Paul Sweeney.
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