Earnings melt up in stock market will bring equities higher, says Yardeni Research's Ed Yardeni

Summary

Ed Yardeni, president of Yardeni Research, joins CNBC's Closing Bell to discuss his bullish equity market view. He argues the U.S. economy has been resilient, earnings are supporting an earnings-led melt-up, and a recession is unlikely. He also says geopolitical crises are often buying opportunities for stocks and that tariff noise should not derail the U.S. economy unless it materially affects growth.

• Yardeni says the U.S. economy has been remarkably resilient through shocks.
• Strong GDP and resilient earnings support an earnings-led melt-up in stocks.
• He expects no recession and continues to frame the decade as a Roaring 2020s.
• He calls geopolitical crises, including the Greenland episode, buying opportunities.
• He says tariff threats are noisy but deals ultimately get done.
• The market's focus is whether tariffs materially affect the U.S. economy.