Yardeni QuickTakes (Page 156)

Tug of War Between the Bulls and Bears

Apr 14, 2022 2 min read

Why has the stock market held up reasonably well in the face of a more hawkish Fed, more vigilant Bond Vigilantes, a 1970s-style wage-price spiral, depressed consumer and small business confidence, and the war on the eastern front? Consider the following: (1) While the S&P 500's forward P/E is weighed down by both rising inflation and tightening credit conditions, we estimate that there

Ed Yardeni

Small Business Owners Experiencing Stagflation

Apr 13, 2022 1 min read paid

Ed Yardeni

Inflation Expectations Jump Off the Chart

Apr 11, 2022 1 min read paid

Ed Yardeni
Stephen Rybka

S&P 500’s Winners & Losers

Apr 10, 2022 1 min read

The S&P 500 is down 5.8% ytd. Under the circumstances--e.g., war in Ukraine, continued supply-chain difficulties, high inflation, Fed in tightening mode, rising bond yields, and recession fears--that's not too bad. However, when we look under the hood, only four of the S&P 500's 11 sectors are up ytd: Energy (43.3%), Utilities (7.5), Consumer Staples

Ed Yardeni

April brings good news

Apr 6, 2022 1 min read paid

Ed Yardeni

Are oil companies price gouging us?

Apr 1, 2022 1 min read paid

Senator Elizabeth Warren thinks so. Earlier this month, she tweeted that she gets "supply and demand." She also acknowledged that "Putin's war is causing gas prices to rise." But she still accused oil companies of gouging as evidenced by their rising profit margins. So she wants to impose a windfall profits tax on the oil companies. President Jimmy Carter did that with the Crude

Ed Yardeni

New records in reach

Mar 30, 2022 2 min read paid

The S&P 500 is on the verge of making new record highs. It is only 3.4% below its January 3 record high as of March 29! The fundamentals remain very strong with both S&P 500 forward revenues and earnings at record highs. I expected that. I didn't expect that the forward P/E would pop back up to 19.9 on March 29

Ed Yardeni

Browse All QuickTakes

Page 156 of 156