Paid Breadth Is Looking Up Feb 7, 2023 1 min read paid First the bad news: Industry analysts are continuing to cut their earnings estimates for this year and next year (chart). Nevertheless, as of the February 2 week, the analysts collectively still were projecting an increase this year of 2.3% to $224.31 and an increase of 11.2% next year to $249.52. Those estimates are consistent with a mid-cycle slowdown in earnings this year and better growth Ed Yardeni
Public Copper, Mortgages, GDP, Breadth & Sentiment Jan 11, 2023 2 min read Yesterday, the World Bank slashed its 2023 global economic growth rate outlook to 1.7% from its earlier projection of 3.0%. In its Global Economic Prospects, the bank warned that the global economy is "perilously close to falling into recession." Dr. Copper, the metal with a PhD in economics, begs to differ. The nearby futures price of the basic metal is up to $4.17 currently from Ed Yardeni
Paid Feshbach's Market Call Jan 6, 2023 2 min read paid We asked Joe Feshbach, our go-to market trading maven for his latest thoughts on the stock market as the new year begins. Here they are: Ed Yardeni
