Yardeni QuickTakes (Page 141)

Seeking Safe Havens In S&P 500 Sectors & Industries

May 20, 2022 1 min read paid

It's hard to find too many places to hide from the unrelenting selloff in the S&P 500 since the start of the year.

Ed Yardeni

Forward P/Es Falling Faster Than Forward Earnings Are Rising

May 20, 2022 1 min read

The S&P 500/400/600 stock price indexes are down 18.1%, 16.1%, and 16.4% ytd through today's close.

Ed Yardeni

Comparative Tech Wrecks

May 19, 2022 1 min read paid

Are we experiencing Tech Wreck 2.0 similar to Tech Wreck 1.0 of the early 2000s? That's unlikely. The S&P 500 IT sector's market-cap share soared to a record high of 32.9% during March 2000.

Ed Yardeni

DEEP DIVE: The Fed's Quantitative Tightening: Run(off) for the Hills?

May 19, 2022 6 min read paid

In recent conversations with our accounts, we have been hearing more concern about the second round of quantitative tightening (QT2), which starts next month.

Ed Yardeni

A Stagflationary Day

May 19, 2022 1 min read

Today's batch of economic indicators has been unambiguously stagflationary. Consider the following:

Ed Yardeni

Retailers Getting Squeezed; Good News for Inflation Outlook?

May 18, 2022 1 min read

Today's 4.0% plunge in the S&P 500 was more of the same pain experienced by most of the 11 sectors of the S&P 500 so far this year.

Ed Yardeni

Bull/Bear Ratio Falling; Powell Talking Tough

May 18, 2022 2 min read paid

The Investors Intelligence Bull/Bear Ratio (BBR) dropped further below 1.00 during the May 17 week, to 0.65 from 0.68 the prior week.

Ed Yardeni

Don't Bet Against American Consumers

May 17, 2022 1 min read paid

How much pain at the pump can consumers take? The national retail price of a gallon of gasoline soared to $4.59 during the May 16 week.

Ed Yardeni

No Recession In These Numbers

May 17, 2022 2 min read

It has been a good day for the US economy.

Ed Yardeni

Dr Ed's Weekly Webinar 5/16/22

May 16, 2022 1 min read

After many years of ultra-easy monetary policy, the realization that it’s going away has frightened investors to a degree unprecedented this early in a tightening cycle.

Ed Yardeni

Inflation Boosting Tax Receipts

May 16, 2022 1 min read

It’s good to be the King! You can spend lots of money by printing it. If you still have a fiscal deficit, the resulting inflation can help to narrow it by boosting tax receipts. Here in the US:

Ed Yardeni

Friday the 13th Was A Lucky Day for S&P 500

May 15, 2022 1 min read paid

Friday the 13th was a lucky day for stock bulls. On Thursday, the S&P 500 was down 18.1% from its record high on January 3. It was on the edge of a bear market (defined as down 20%-plus from the most recent high).

Ed Yardeni

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