Yardeni Research
@yardeni
Unlock your financial potential. Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market.
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Analysts see 26.6% long-term growth ahead. The S&P 500's P/E has fallen to 18.9. Investors aren't buying what analysts are selling.
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The worry list is expanding, but the case for a productivity-driven boom remains intact. Geopolitical risks and policy uncertainties are rising, yet strong earnings growth continues to support an optimistic outlook.
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Japan just raised rates to 1.0% for the first time since 1995, and now bond yields are spiking everywhere from Tokyo to Washington.
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The Fed just hiked rates because the economy is too strong and inflation won't budge. Yet Chair Warsh says financial conditions still aren't restrictive enough to slow things down.
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The S&P 500 target just moved from year-end to mid-2027. The earnings forecast stayed exactly the same.
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Ed Yardeni on the 10-year yield crossing 5%: rising oil and potential Fed hikes are pressuring tech stocks, while higher rates create refinancing headaches for corporations and the government.
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The Fed chair is about to hike rates to prove he's credible, while the Treasury secretary needs to sell more bonds at lower yields. Both can't win.
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Ed Yardeni tells CNBC that 4-5% yields on the 10-year Treasury represent a vote of confidence in the economy's strength.
Energy hits record highs while trading at a 24% discount to the S&P 500. The sector that's up 44.5% this year still accounts for just 3.5% of the index.
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Oil above $100 and bond yields at 5% would normally crush stocks. Global equities keep climbing anyway. Corporate earnings are doing something unusual.
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Global bond yields are surging everywhere. The 10-year Treasury hit 4.97%, UK gilts reached 5.35%, and even Japan is nearing 3%. All eyes on the Fed's decision Wednesday.
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S&P 500 earnings just hit a record high and analysts keep raising their forecasts. The forward P/E has fallen 13% this year.
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The 10-year Treasury yield hit 4.96% while the Treasury just announced a $6 billion buyback in a $31.8 trillion market. Bond vigilantes are waiting.
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Treasury Secretary Bessent just launched a $6 billion bond buyback to cap yields. The 10-year immediately jumped to 4.85%, its highest since November 2023.
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The CPI says inflation is cooling. The Fed's preferred measure says it's running hot. The gap between them hasn't been this wide since the early 1980s.
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August jobs jumped 162k after July's drop and unemployment held at 4.1%. All eyes now on this week's CPI and PPI data—mild prints could ease Fed hike odds, hot numbers seal the deal.
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Data Center REITs trade at 60 times earnings with expected long-term growth of just 1.6%. Meanwhile, 75 projects worth $130 billion are blocked or delayed.
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Earnings are soaring at 50% year-over-year, yet investors are paying less per dollar of profit than at the start of the year.
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Global stocks keep climbing as central banks gear up for key meetings. The real question: are rising bond yields signaling growth, inflation, or fiscal trouble ahead?
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The August jobs report shows strong hiring, rising labor force participation, record hours worked, and robust income growth. Yet wage inflation just hit its slowest pace since May 2021.
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