Public S&P 500’s Winners & Losers Apr 10, 2022 1 min read The S&P 500 is down 5.8% ytd. Under the circumstances--e.g., war in Ukraine, continued supply-chain difficulties, high inflation, Fed in tightening mode, rising bond yields, and recession fears--that's not too bad. However, when we look under the hood, only four of the S&P 500's 11 sectors are up ytd: Energy (43.3%), Utilities (7.5), Consumer Staples (2.3), and Ed Yardeni
Paid New records in reach Mar 30, 2022 2 min read paid The S&P 500 is on the verge of making new record highs. It is only 3.4% below its January 3 record high as of March 29! The fundamentals remain very strong with both S&P 500 forward revenues and earnings at record highs. I expected that. I didn't expect that the forward P/E would pop back up to 19.9 on March 29 Ed Yardeni