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

The Economic Week Ahead 5/16/22

May 15, 2022 1 min read

It is a big week ahead, promising to provide lots of insights into the strength/weakness of the US economy. Two Fed regional business surveys—for NY and Philly—will be released for May.

Ed Yardeni

DEEP DIVE: More on Inflation & Stocks

May 13, 2022 4 min read paid

Strategy I: 1987-Style Bear Market? I’ve recently been asked when was the last time we had a P/E-led bear market while earnings continued to increase. Note: The following is an excerpt from a recent YRI Morning Briefing. The obvious answer is 1987. Our monthly Blue Angels framework, which starts in late 1978, shows that the S&P 500 dropped 33.5% from August 25, 1987 through December

Ed Yardeni

Margin Calls Not Main Source of Selling Pressure

May 13, 2022 1 min read

Are margin calls exacerbating the stock market selloff? Probably, but margin debt is relatively small compared to the market capitalization of the Wilshire 5000.

Ed Yardeni

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