SPX Sectors

S&P 500 Industry Analysts Giving Earnings Mixed Reviews

Jun 9, 2022 1 min read paid

While many industry analysts remain optimistic about the earnings outlook for the S&P 500 industries they cover, some of them are turning more cautious. We can see this in the following table which shows the ytd performance of forward earnings through the June 2 week. The following are our main quick takes: (1) Here is the ytd performance derby of the forward earnings for the S&P

Ed Yardeni

A Good Week For a Change

May 29, 2022 2 min read paid

Last week was the first good one for the stock market in quite a while. The S&P 500 rose 6.6%, with two of the index’s most depressed sectors this year outperforming for a change: Consumer Discretionary (9.2%) and Information Technology (8.1%). Nevertheless, the best-performing sector this year so far has been Energy, and it was up 8.1% last week too. Financials (8.0%

Ed Yardeni

Seeking Safe Havens In S&P 500 Sectors & Industries

May 20, 2022 1 min read paid

It's hard to find too many places to hide from the unrelenting selloff in the S&P 500 since the start of the year.

Ed Yardeni

Comparative Tech Wrecks

May 19, 2022 1 min read paid

Are we experiencing Tech Wreck 2.0 similar to Tech Wreck 1.0 of the early 2000s? That's unlikely. The S&P 500 IT sector's market-cap share soared to a record high of 32.9% during March 2000.

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

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