2026 Market Outlook: The Economy Is Stronger Than You Think | Ed Yardeni
Edward Yardeni joins Soar Financially to recap his major market calls and lay out his outlook for 2026. We discuss market “fatigue” versus fear, the potential rotation away from Big Tech, excessive fiscal and monetary stimulus, and why Yardeni believes the U.S. economy remains resilient. He also explains why gold is a geopolitical hedge, not an inflation hedge, and why he sees a path toward $10,000 gold and a 10,000 S&P 500 by the end of the decade.
#gold #2026outlook #tech
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👨💼 Guest: Ed Yardeni, President
🏢 Company: Yardeni Research Inc
🌎 https://yardeni.com/
𝕏 @yardeni
📺 @YardeniResearch
📅 Recording date: December 30th, 2025
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00:00 – Why 2025 Was a Turning Point
01:27 – Market Fatigue vs Fear
03:11 – AI, Productivity & the Economy
05:07 – The “Roaring 2020s” Thesis
07:51 – Fed Policy Mistakes & Excess Stimulus
09:24 – Bond Vigilantes & 2026 Risks
10:53 – Is the Fed Doing QE Again?
14:09 – Market Rotation Beyond Big Tech
16:32 – Healthcare, Energy, Gold & Materials
18:52 – The U.S. Dollar & Global Capital Flows
21:29 – Yen Carry Trade Explained
23:37 – Gold at All-Time Highs
27:12 – $10,000 Gold & $10,000 S&P 500
28:49 – 2026 Growth Outlook
30:06 – Inflation & Productivity
31:19 – Fed Rates & Final Risks
33:07 – Closing Thoughts
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