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

Germany’s Stagflation

Apr 25, 2022 1 min read

Germany is experiencing stagflation: (1) The German IFO business confidence index plunged during March because of the jump in energy prices that resulted from the Russian invasion of Ukraine. Then in April, it rebounded slightly to 86.7 from 84.9 in March. (2) German companies are experiencing more supply-chain problems, and their costs are soaring as a result of the war, which has also raised consumer prices. The German

Ed Yardeni

Do Industry Analysts Anticipate Recessions?

Apr 24, 2022 2 min read

One of our accounts in Luxembourg requested that we determine how well industry analysts’ earnings estimates anticipate recessions. The recent weakness in the S&P 500’s forward P/E has been partly offset by the continued rise of consensus earnings estimates to record highs. Some of these increases probably reflect steady profit margins as companies pass their rising costs through to their selling prices. It’s widely recognized

Ed Yardeni

Is There Enough Fear Yet To Trigger a Rally?

Apr 24, 2022 1 min read paid

Ed Yardeni

US Tech Production Booming

Apr 19, 2022 1 min read

The S&P 500 Information Technology sector and the Communication Services sector are down 13.9% and 14.7% ytd, underperforming the S&P 500, which is down 6.4%. That's mostly because rising interest rates have depressed their valuation multiples and raised fears of a recession. Meanwhile, industry analysts continue to raise their estimates for revenues and earnings for both. Another concern is now that

Ed Yardeni
Stephen Rybka

Sharp Increases in Rent Expected Over the Next Year

Apr 18, 2022 1 min read

The Federal Reserve Bank of NY today released results from its 2022 SCE Housing Survey, which is part of the broader Survey of Consumer Expectations (SCE) and provides information on consumers’ housing-related experiences and expectations.

Ed Yardeni

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