Yardeni Says Buy Energy Stocks Before Iran Ceasefire Ends - ConocoPhillips (NYSE:COP), Chevron (NYSE:CVX)

Yardeni Says Buy Energy Stocks Before Iran Ceasefire Ends - ConocoPhillips (NYSE:COP), Chevron (NYSE:CVX)

Ed Yardeni flipped back to overweight Energy after giving up on the sector two years ago: "The supply shock is likely to have a long tail."

Ed Yardeni Urges Investors to Buy Energy Stocks Ahead of Iran Ceasefire Expiration

Key Takeaways Ed Yardeni of Yardeni Research now advises overweighting S&P 500 Energy stocks following a selloff driven by ceasefire expectations Analysts project Brent crude will maintain a $75–$95 trading range, higher than the pre-conflict $55–$75 range, thanks to infrastructure disruptions The Energy sector ETF has gained 25% this year but declined 10% following Trump’s April 7 ceasefire announcement Energy sector valuations sit at approxim…