Yardeni QuickTakes (Page 152)

Some Bad & Good News On Unit Labor Costs

May 5, 2022 1 min read

Contributing to the stock market selloff today was more bad news on the inflation front. Nonfarm business (NFB) productivity dropped 7.5% (saar) during Q1. It wasn’t as bad on a y/y basis, falling just 0.6%. It’s a very volatile series on a q/q basis and even on a y/y basis.

Ed Yardeni

China’s Economic Challenges

May 5, 2022 2 min read paid

Ed Yardeni
Stephen Rybka

Bull/Bear Ratio Remains Depressed

May 4, 2022 1 min read paid

Ed Yardeni

Is the Worst Over For Bonds?

May 3, 2022 1 min read

We are keeping an eye on the Citibank Economic Surprise Index (ESI), which is highly correlated with the 13-week change in the 10-year US Treasury bond yield. The ESI measures the degree to which economic data are either beating or missing expectations.

Ed Yardeni

Industry Analysts Bullish on S&P 500 Revenues

May 2, 2022 1 min read paid

Ed Yardeni

Dr Ed's Weekly Webinar 5/2/22

May 2, 2022 1 min read

Spooked investors have driven valuation multiples down to the low end of our projected range and deposited the Nasdaq in a bear market and the S&P 500 back in correction territory.

Ed Yardeni

Inflation Is Deflating Valuation Multiples

Apr 30, 2022 1 min read

More air came out of valuation multiples this past week. Here are the forward P/Es of the major indexes at the start of this year and on Friday:

Ed Yardeni

Regional Business Surveys: More of the Same

Apr 29, 2022 1 min read

April's national survey of manufacturing purchasing managers will be out on Monday. We expect that the M-PMI composite index is likely to remain around its March reading of 57.1

Ed Yardeni

Why the US Dollar Is So Mighty Again

Apr 28, 2022 1 min read paid

Ed Yardeni

What’s Driving S&P 500’s Forward P/E?

Apr 27, 2022 2 min read paid

Ed Yardeni

The Ups & Downs of the S&P 500

Apr 26, 2022 2 min read

While industry analysts are still raising their earnings estimates for this year and next year, investors continue to take the air out of valuation multiples.

Ed Yardeni

Weak Yen & Yuan. Mighty Dollar.

Apr 26, 2022 1 min read

The Bank of Japan (BOJ) is an outlier. While all the other major central banks are turning more hawkish, the BOJ remains extremely dovish. This is causing the yen to dive.

Ed Yardeni

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