Yardeni QuickTakes (Page 3)

WEEKLY WEBCAST: 2025 Was A Great Year For The Roaring 2020s

Jan 14, 2026 1 min read paid

Last year was a picture-perfect rendering of our Roaring 2020s scenario in action. Economic growth soared on the shoulders of a productivity boom. Dr Ed expects more of the same through the decade’s end and possibly beyond. That should set the stage for excellent earnings growth, supporting our S&P 500 target of 10,000 by the end of the decade. Today, he explains why even recent labor

Ed Yardeni

It's Been A Long Year Already

Jan 13, 2026 3 min read paid

Ed Yardeni

Banking On Banks

Jan 12, 2026 3 min read paid

The stock prices of banks and credit card companies fell today after President Donald Trump announced late Friday that credit card companies would be subject to a 10% cap on the interest rates they can charge customers. The President proposed a one-year cap on interest rates starting January 20. The Trump administration is scrambling to address the affordability crisis before this year's midterm elections. We expect that the

Ed Yardeni

MARKET CALL: Earnings Powering The Bull Market

Jan 11, 2026 3 min read paid

The Q4-2025 earnings reporting season starts with the big banks this week. They are likely to deliver solid earnings, as loan demand is growing, net interest margins are widening, loan losses are manageable, and investment banking is booming. Other S&P 500 industries are also likely to deliver very good results. Indeed, we expect S&P 500 companies’ aggregate revenues per share, earnings per share, and profit margin

Ed Yardeni

ECONOMIC WEEK AHEAD: January 12–16

Jan 11, 2026 3 min read

If economists did weather reports, this week's forecast would call for a data blizzard. Yet visibility should improve as the markets get much-anticipated readings on inflation, retail sales, and industrial production ahead of the Fed's next policy meeting on January 28. Few economists expect Fed Chair Jerome Powell and the rest of the Federal Open Market Committee (FOMC) to ease monetary policy again later this month.

Ed Yardeni

DEEP DIVE: US Economy Is Gen-Shaped, Not K-Shaped

Jan 9, 2026 4 min read

This is an excerpt from our January 5, 2026 Morning Briefing. The US economy's resilience is attributable primarily to robust consumer spending despite widespread concerns that rising prices have squeezed the purchasing power of lower-income consumers. As a result, many economists have warned that the so-called “K-shaped” economy isn’t sustainable. How can the economy continue to grow if more households are confronting an “affordability crisis”? Surely, it

Ed Yardeni

Roaring Productivity Versus AI Bubble

Jan 8, 2026 2 min read

Relax: The AI bubble is the cover story in the latest BloombergBusinessweek (image). From a contrarian perspective, that's bullish because it signals that the bubble won't burst, if it even exists. We have AI Fatigue. We recently recommended underweighting the Magnificent-7 because their AI arms race is forcing them to spend heavily on AI infrastructure that could become obsolete quickly and that could be unprofitable as

Ed Yardeni

Two Long-Distance Runners: Forrest Gump & The US Economy

Jan 7, 2026 3 min read paid

In the movie “Forrest Gump,” Forrest is a long-distance runner. He crosses the United States five times before he finally decides he is "pretty tired" and stops. Forrest’s run lasted 3 years, 2 months, 14 days, and 16 hours. In the US, real GDP has been growing since the two-month pandemic lockdown recession ended in April 2020. So its run has lasted 5 years, 8 months, and

Ed Yardeni

WEEKLY WEBCAST: The Gen-Shaped Economy

Jan 7, 2026 1 min read paid

It’s an economic curiosity of our times: The US economy is undeniably strong, in fact remarkably resilient in the face of recent headwinds. Yet it’s in the midst of an affordability crisis that has hit Gen Zers and other lower-income folks especially hard. Even so, consumer spending is brisk, and Dr Ed expects it to remain so. What’s going on? The paradoxes can be explained largely by

Ed Yardeni

Will SMidCaps Outperform In 2026?

Jan 6, 2026 3 min read paid

Will the S&P 400 MidCaps and the S&P 600 SmallCaps (i.e., SMidCaps) finally outperform the S&P 500 LargeCaps this year? Maybe. They’re overdue to do so. However, we think investors would be better off focusing on select SMidCaps sectors rather than the broad indexes. We would overweight the same SMidCap sectors as we recommend overweighting in the S&P 500: Financials,

Ed Yardeni

Off To The Races

Jan 5, 2026 2 min read paid

It's been a good year so far, even though only two trading days have gone by in 2026. The S&P 500, DJIA, and Nasdaq all rose today despite the crisis in Venezuela over the weekend. The DJIA hit a record high. We've often observed that geopolitical crises create buying opportunities. This time, stock market investors chose to emphasize the positive effects of this crisis

Ed Yardeni

MARKET CALL: Don't Cry For Him, Venezuela

Jan 4, 2026 4 min read paid

We expected the first half of 2026 to be volatile for stocks. It's only January 4, and we can add Venezuela to our list of unsettling developments. Nicolás Maduro, the Venezuelan president captured by the United States on Saturday, is being held in a notorious Brooklyn jail. President Donald Trump said the US will "run" Venezuela. The geopolitical fallout could be troublesome. The Chinese government might

Ed Yardeni

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