Video Webcasts

Dr Ed's Video Webcast 8/29/22

Aug 29, 2022 1 min read

Keeping track of whether Fed Chair Powell is dovish or hawkish is making us dizzy. His latest clues—dropped at last week’s Jackson Hole conference—reversed the dovish impression he’d left in July that caused stocks to rally. 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. So stocks pivoted

Ed Yardeni

Dr Ed's Video Webcast 8/22/22

Aug 22, 2022 1 min read

The economic slowdown so far this year is not the game-changing “official” recession so widely feared. Waiting and waiting for this Godot of a recession is muting economic activity, but also inhibiting excesses. 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. That’s why we expect any recession that does show

Ed Yardeni

Dr Ed's Video Webcast 8/8/22

Aug 8, 2022 1 min read

July’s surprisingly strong payroll employment report points to a strong July reading for the Index of Coincident Economic Indicators. 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. This is good news for the economy, bad news for the fixed-income market, and mixed news for the stock market. While it squashes

Ed Yardeni

Dr Ed's Video Webcast 8/1/22

Aug 1, 2022 1 min read

We’ve been making the case that the latest bear market might have bottomed on June 16. So far, so good. 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. Just a few weeks back, industry analysts’ earnings estimates suggested they were oblivious to investors’ recession fears, and we quipped that the

Ed Yardeni

Dr Ed's Video Webcast 7/18/22

Jul 18, 2022 1 min read

What’s ahead for the stock market? That depends on the significance of the S&P 500’s June 16 low-to-date in the current bear market, of 3666. 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 that turns out to be the bear’s bottom—which sure would be

Ed Yardeni

Dr Ed's Video Webcast 7/11/22

Jul 11, 2022 1 min read

Is a recession imminent? Is it here already? How big an impact will it have, if it comes, when it comes? 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. The dreaded “R” word has everyone in a tither, and so does the weakness in the LEI. But the CEI suggests everything’

Ed Yardeni

Dr Ed's Video Webcast 7/5/22

Jul 5, 2022 1 min read

The US economy is probably heading into a mild recession, recent indicators suggest. We now see real GDP contracting by 1.9% this year. 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. The good news: The recession should be over next year and should slow the rate of inflation in H2-2022

Ed Yardeni

Dr Ed's Video Webcast 6/27/22

Jun 26, 2022 1 min read

The best laid plans of climate activists have gone majorly awry: Soaring fossil fuel prices haven’t increased demand for and supply of “clean” energy sources, as they’d expected, while demand for fossil fuels exceeds supplies. 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. And activists’ pressure on European governments

Ed Yardeni

Dr Ed's Video Webcast 6/21/22

Jun 21, 2022 1 min read

In today's Webcast: “What planet are you from?,” analysts and investors may be wondering of each other these days, with the former super bullish and the latter super bearish. Analysts weren’t bullish enough about Q1 earnings. Yet investors are solely focused on the recession risk as the Fed fights inflation and have been pounding down valuations. Below is exclusive early access to Dr Ed's Webcast

Ed Yardeni

Dr Ed's Video Webcast 6/13/22

Jun 13, 2022 1 min read

In today's Webcast: May’s CPI report showed scant signs of inflation peaking, though we still expect peaking soon. The report also suggests a more hawkish Fed and higher recession risk. We’re raising our odds of a mild recession to 45% from 40%. Below is exclusive early access to Dr Ed's Webcast for paid Members. This post and video will open to the public on

Ed Yardeni

Dr Ed's Weekly Webinar 6/6/22

Jun 6, 2022 1 min read

As analysts’ earnings estimates have scaled new heights this year, investors have experienced valuation altitude sickness, which may soon be resolved by the drop in P/Es since the start of the year. Or it may resolve in a much more sickening fashion if a recession sends earnings expectations—and valuations—hurtling downward. …. Below is exclusive early access to Dr Ed's Weekly Webinar for paid members. This post

Ed Yardeni

Dr Ed's Weekly Webinar 5/31/22

May 31, 2022 1 min read paid

Valuation is in the eye of the beholder, but the economic outlook that influences it isn’t as subjective or hard to forecast, with lots of data available to help. … We think forward P/Es may be range bound this year and next and the S&P 500 may remain volatile below its January 3 high before climbing to new highs in 2023 and 2024. Below is exclusive early

Ed Yardeni

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