S&P 500 Performance Derby: Two Good Days
Public
–
1 min read
Today and Monday were two good days for the bulls. The question is whether the 5.7% jump in the S&P 500 is just a mini relief rally in…
Yardeni QuickTakes
Navigate the markets with confidence.
QuickTakes analyze the key variables driving our economy. After 40 years on Wall Street, Ed Yardeni knows what makes our financial markets move. Become a paid member now to receive daily insights, focused news, clear charts, video webcasts, and much more from Dr Ed and his team.
Become a Member
Sign In
147
Public Posts
112
Paid Member Posts
The Stock Market's Latest Bungee Jump
Public
–
1 min read
The S&P 500 fell 2.9% last week. Today, it rallied 2.6% to 3678.43, back above the June 16 low of 3666. Why did it do so…
Dr Ed's Video Webcast 10/3/22
Paid Members
–
1 min read
The latest economic indicators suggest that the economy is doing better than expected—supported by consumer spending but dragged down by the housing recession—but also that inflation remains too…
Is Something About To Break?
Paid Members
–
1 min read
The 2-year/10-year Treasury yield curve has been inverted in recent weeks. The yield curve has a history of inverting during Fed monetary tightening cycles when investors start to believe…
The Economic Week Ahead: October 3-7
Public
–
1 min read
Good news in the labor market is now bad news for the bond and stock markets because it gives the Fed more leeway to tighten monetary policy to fight inflation.…
Opera & The Fed
Paid Members
–
1 min read
They say that "the opera ain't over 'til the fat lady sings." Similarly, the current bear market ain't over until Fed Chair Jerome Powell pivots yet again. Since the late…
Apple & FedEx Spook the Market
Public
–
1 min read
Halloween is a month away. The Q3 earnings season starts early next month. But analysts and investors are already getting spooked by a rotten Apple forecast and frightening guidance from…
Market Call: Back Above 3666, BBR Under 1.00
Paid Members
–
1 min read
On Tuesday, the S&P 500 fell below the June 16 low of 3666 to 3647. Today, it bounced back above that devilish number to 3719. The good news was…
Oh No: The Fed Is Making Another Big Mistake!
Public
–
2 min read
Are Fed officials making another big mistake? They were behind the inflation curve during 2020 and the first half of 2021 because they prioritized lowering the unemployment rate relative to…
The Bond Vigilantes: They're Baaaack!
Public
–
1 min read
The Bond Vigilantes are back. They were last active during the 1980s and early 1990s. They've been mostly lying low since then. That's partly because inflation remained remarkably subdued from…
Dr Ed's Video Webcast 9/26/22
Paid Members
–
1 min read
We’re in a period of global gloom, with pessimism blanketing different countries for different reasons. In the US, measures of consumer, investor, and business sentiment all have sunk recently,…
Explore topics
Stock Market
87
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
Inflation
57
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
Economy
40
The US economy tends to grow over time with occasional downturns. These QuickTakes examine the latest economic indicators to assess whether the economy is likely to remain on its upward course, or might stumble into a recession.
US Economy
29
Fed
28
Recession
25
Authors
