The Latest Breaking News from Ed Yardeni

Wall Street traders are doubling down on a year-end surge in the SP 500 as the index powers to fresh record highs, seasonality kicks in, and the Federal Reserve prepares for other rate cuts — with some now eyeing a moonshot rally reminiscent of the late 1990s.

Technology stocks are nearing the kind of explosive rally not seen since the dot-com era, as a potent mix of Fed rate cuts, AI-driven earnings, cooling inflation and trade optimism sends investors piling back into the sector.

Gold is having a blockbuster year, and speculation is mounting that there's more than just inflation or tariff hedging behind the move — with some experts now floating the possibility that the Donald Trump administration may be quietly buying gold.

Almost every day, a new gold price forecast hits the wire — but what dropped Thursday from Ed Yardeni could make even the bulls blink.

Two weeks into the U.S. government shutdown, traders are beginning to price in the uncomfortable possibility that Washington's gridlock could drag on long enough to break records, bringing with it a cascade of economic and financial consequences.

"If it continues on its current path, it could reach $10,000 before the end of the decade."

While elite technology companies may be dominating headlines, the sector that has consistently delivered robust returns is also one of the oldest. With gold's remarkable ascent above the psychologically and technically significant $4,000 level, the precious metal complex has once again accelerated to the forefront — and experts assert that…

Gold futures rallied early Monday to fresh record highs near $3,970 per ounce, pushing year-to-date gains to 50%—marking the metal's best performance since 1979—yet top analysts say the bull run is far from over.

Government shutdowns aren't uncommon in the US, but this one could be more damaging that prior crises. President Trump is threatening permanent job cuts at a time when the labour market is already weak.