Video Webcasts

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

Dr Ed's Weekly Webinar 5/23/22

May 23, 2022 1 min read

Today, we zero in on stock market bears—why they’ve been wrong for 13 years (quantitative easing), why they’re right currently (quantitative tightening), and why we believe their outlook is too pessimistic. Below is exclusive early access to Dr Ed's Weekly Webinar for paid members. This post and video will open to the public on Wednesday. Primarily, we don’t expect an imminent recession because conditions

Ed Yardeni

Dr Ed's Weekly Webinar 5/16/22

May 16, 2022 1 min read

After many years of ultra-easy monetary policy, the realization that it’s going away has frightened investors to a degree unprecedented this early in a tightening cycle.

Ed Yardeni

Dr Ed's Weekly Webinar 5/9/22

May 9, 2022 1 min read

We concur with Fed Chair Powell that getting inflation back to Earth needn’t crash our strong, liquid economy. The Bond Vigilantes aren’t as far behind the inflation curve as the Fed:

Ed Yardeni

Dr Ed's Weekly Webinar 5/2/22

May 2, 2022 1 min read

Spooked investors have driven valuation multiples down to the low end of our projected range and deposited the Nasdaq in a bear market and the S&P 500 back in correction territory.

Ed Yardeni

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