We're Back to Normal Rates, Says Ed Yardeni

Impact · against what's priced in

The market is currently processing a pivot in terminal rate expectations as swap markets price in 200 basis points fewer hikes. While this lowers discount rates for valuations, it remains balanced against the reality of multidecade-high yields and increased refinancing costs for companies with near-term debt maturities.

Scored by the NIS engine · methodology.

We're Back to Normal Rates, Says Ed Yardeni

geopolitics▲57%
inflation
rates
budget deficit
financial conditions
us iran war
yields

Top 1 mover · tap to explore

We're Back to Normal Rates, Says Ed Yardeni

What matters in this story

U.S. Treasury yields fall as energy prices pull back

We're Back to Normal Rates, Says Ed Yardeni

What matters in this story

U.S. Treasury yields fall as energy prices pull back

Track these names every morning.

Williams says Fed may not have to hike rates in 2027, at odds with traders

The AI trade is cracking. Here's how to profit

Trump's diesel deal with Russia equals less than two weeks of U.S. demand

The Job Market: Healthier Than You Think

We're Back to Normal Rates, Says Ed Yardeni

What matters in this story

Next reads from the same story arc

U.S. Treasury yields fall as energy prices pull back

We're Back to Normal Rates, Says Ed Yardeni

What matters in this story

Next reads from the same story arc

U.S. Treasury yields fall as energy prices pull back

Track these names every morning.

Williams says Fed may not have to hike rates in 2027, at odds with traders

The AI trade is cracking. Here's how to profit

Trump's diesel deal with Russia equals less than two weeks of U.S. demand

The Job Market: Healthier Than You Think