Video Webcasts

Dr Ed's Video Webcast 1/3/23

Jan 3, 2023 1 min read

With last year thankfully behind us, we take stock of what could go both wrong and right for the economy in 2023. We’re optimistic that 2023 will be better than 2022 for several reasons, but that’s a contrarian viewpoint. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. We maintain

Ed Yardeni

Dr Ed's Video Webcast 12/12/22

Dec 12, 2022 1 min read paid

A few choice negative words about consumer spending prospects from a few high-profile bank CEOs tripped up the S&P 500 last week. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date.

Ed Yardeni

Dr Ed's Video Webcast 12/5/22

Dec 5, 2022 1 min read

We’ll be glad to put this year behind us—pessimism reigned as inflation raged, the Fed tightened, and investors revalued stocks downward. But the resultant bear market was a mild one as bear markets go. Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. If it ended on October 12, as

Ed Yardeni

Dr Ed's Video Webcast 11/28/22

Nov 28, 2022 1 min read

The consensus is now bracing for a 2023 recession that tempers inflation and ends the Fed’s reign of tightening but also depresses corporate earnings, suggesting more downside for stocks’ valuation multiples. We’re more optimistic, expecting Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date. We’re more optimistic, expecting no

Ed Yardeni

Dr Ed's Video Webcast 11/14/22

Nov 14, 2022 1 min read

Economic recessions invariably produce earnings recessions, but earnings slowdowns and downturns can occur without economic recessions: Nominal GDP and revenues growth can stay strong as profit margins narrow, causing earnings growth to falter. That’s what seems to be happening now, with the earnings weakness looking like that of a soft, not hard, landing. Below is exclusive early access to Dr Ed's Webcast for paid members. This post

Ed Yardeni

Dr Ed's Video Webcast 11/7/22

Nov 7, 2022 1 min read

For a variety of reasons, there’s a severe mismatch between the demand for and supply of labor in the US. That’s created a maelstrom in the market, with extraordinary levels of turnover: One third of payroll employees have quit their jobs over the past 12 months, most for higher-paying ones. That’s driving up wage inflation and driving down productivity. Below is exclusive early access to Dr Ed&

Ed Yardeni

Dr Ed's Video Webcast 10/31/22

Oct 31, 2022 1 min read paid

The bear market has clawed 30% out of stock valuations, returning the S&P 500’s forward P/E to its historical average of 15. But October 12 may have marked the bear’s bottom. If GDP and inflation perform as we expect and the Fed does what everyone expects, that bottom should hold. Below is exclusive early access to Dr Ed's Webcast for paid members. This

Ed Yardeni

Dr Ed's Video Webcast 10/24/22

Oct 24, 2022 1 min read paid

Both the bearish and bullish cases for the stock market currently boil down to how the economy responds to the tectonic monetary policy adjustment from unconventionally ultra-easy to conventionally tight, a.k.a. “The Great Monetary Policy Reversal.” Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will open to the public on a later date.

Ed Yardeni

Dr Ed's Video Webcast 10/17/22

Oct 17, 2022 1 min read

More persistently pernicious inflation than expected is at the root of the financial market’s bearish sentiment. Revenues, profit margins, and earnings have been holding up relatively well; the market’s big problem is a significant downward rerating of the P/E multiples that investors are willing to pay in this inflationary economic environment. Below is exclusive early access to Dr Ed's Webcast for paid members. This post

Ed Yardeni

Dr Ed's Video Webcast 10/10/22

Oct 10, 2022 1 min read

The financial markets have been laser focused on inflation news this year, and are bracing for the next couple of days’ releases. Thursday’s CPI report for September is bound to move the markets, and tomorrow should bring a sneak peek of what it holds in store via the PPI release, specifically its personal consumption expenditures index. Below is exclusive early access to Dr Ed's Webcast for paid

Ed Yardeni

Dr Ed's Video Webcast 10/3/22

Oct 3, 2022 1 min read

The latest economic indicators suggest that the economy is doing better than expected—supported by consumer spending but dragged down by the housing recession—but also that inflation remains too high. That alignment increases the odds of more Fed tightening than previously expected, a higher terminal fed funds rate, and a Fed-induced hard landing. Below is exclusive early access to Dr Ed's Webcast for paid members. This post

Ed Yardeni

Dr Ed's Video Webcast 9/26/22

Sep 26, 2022 1 min read

We’re in a period of global gloom, with pessimism blanketing different countries for different reasons. In the US, measures of consumer, investor, and business sentiment all have sunk recently, which the stock market mirrors. America’s despondency stems much from the Fed’s words and deeds as it attempts to corral inflation at all costs. Below is exclusive early access to Dr Ed's Webcast for paid members.

Ed Yardeni

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