Is the Fed Behind the Curve? Inflation, Recession & Gold Outlook with Special Guest Ed Yardeni VIEW IN BROWSER Last week was a rough one for stocks, led by a sharp selloff in tech. A new tool for Anthropic’s AI chatbot, Claude, sparked fears that AI could become a competitor, not just a helper, to traditional software companies. That concern spread quickly on Wall Street, sending software stocks falling and wiping out nearly $1 trillion in market value for the software and services sector in just days. But today, the tech-heavy NASDAQ rose nearly 1% as investors began to think their fears may be a bit overblown. Now, with key economic reports coming this week – retail sales, the unemployment rate and CPI (Consumer Price Index) – investors are shifting their focus back to the broader economic picture and what it means for interest rates. So, in this week’s Navellier Market Buzz, my friend and economist Ed Yardeni joins us to break down what’s happening at the Federal Reserve and why they seem to be behind the inflation curve. We also talk about why shelter prices remain stubborn, Ed’s outlook on gold prices and much more. Click the image below to watch now. 
To see more of my videos, click here to subscribe to my YouTube channel. And if you’d like to learn more about Ed, click here to check out his website. Plus, the grades in Stock Grader (subscription required) have been updated this week! Click here to plug in your own stocks and see how they’re rated. The Stakes Are Getting Higher As Ed and I discussed, the Fed seems to be a bit behind the curve with respect to interest rates. The fact is that inflation is not the key concern with the economy – it’s jobs, instead. But they’re not the only ones that aren’t adapting to a new reality. Last week, I told investors that the market is changing how it sees – and values – certain AI stocks in real time. Some of the major AI bellwethers that have become household names now face the reality of sky-high expectations. And if those expectations aren’t met, or exceeded, during this earnings season... It sets up the possibility of a dangerous sell-off. On the other hand, another group of stocks is beginning to benefit from the transition from Stage 1 to Stage 2 of the AI boom. These could be the next market leaders that deliver outsized gains in just a few months. That change is what I’m calling an AI Dislocation. And I put together a special briefing to explain how I see this change playing out, why you should pay attention and how you can profit from it. In fact, using my Stock Grader system, I found six stocks that I believe are poised to benefit the most from this shift in an exclusive report called The AI Boom Stage 2: 6 Stocks for the Next Wave of Artificial Intelligence. Click here to check out my latest briefing, and how you can access my exclusive report. Sincerely, | .png)
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