Yardeni QuickTakes (Page 157)

Dr Ed's Weekly Webinar 5/23/22

May 23, 2022 1 min read

Today, we zero in on stock market bears—why they’ve been wrong for 13 years (quantitative easing), why they’re right currently (quantitative tightening), and why we believe their outlook is too pessimistic. Below is exclusive early access to Dr Ed's Weekly Webinar for paid members. This post and video will open to the public on Wednesday. Primarily, we don’t expect an imminent recession because conditions

Ed Yardeni

The Economic Week Ahead 5/23/22

May 22, 2022 1 min read

The week ahead will provide us with two more regional business surveys for May conducted by the Federal Reserve Banks of Richmond and KC.

Ed Yardeni

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

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