Video Webcasts

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

Dr Ed's Video Webcast 9/19/22

Sep 20, 2022 1 min read

Fed Chair Powell seems to be channeling his 1970s predecessor Paul Volcker—who masterfully tamed high inflation amid a severe recession. Today, we assess how August’s CPI shocker may alter the FOMC’s economic projections and policy decisions. 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 expect Wednesday’s

Ed Yardeni

Dr Ed's Video Webcast 9/6/22

Sep 6, 2022 1 min read

Fed Chair Powell has put the kibosh on financial markets’ wishful thinking that the Fed will start easing monetary policy next year. How will the Fed—and investors—know when it has achieved optimal tightening, with monetary policy restrictive enough to tame inflation but not enough to touch off a recession? Below is exclusive early access to Dr Ed's Webcast for paid members. This post and video will

Ed Yardeni

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

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