Edward Yardeni



May 24, 2018
Given the strength in the job market, it’s not surprising that the S&P 500 Consumer Discretionary sector is near the top of the leaderboard. The sector also has the good fortune to include the Internet & Direct Marketing Retail industry, which includes Amazon and Netflix.


May 22, 2018
So we are gratified that the trade negotiations already are going our way,i.e., away from a trade war.


May 21, 2018
The bond yield isn’t being driven by inflationary expectations, in my opinion, but rather by the federal funds rate (FFR) and the perceptions of how high the Fed will take it during the current tightening cycle.


May 17, 2018
There’s a tug of war going on in the stock market.


May 16, 2018
What do we say? We think that the current bull market will continue to be driven by significant buybacks, as it has been almost since it started.


May 14, 2018
The industry analysts covering the S&P 500 companies are high on life or something else. Their consensus expectation for the composite’s 2018 revenues per share has increased to a new record high at the end of April, up 3.4% since the first week of September 2017.


May 10, 2018
While the 10-year yield suggests that credit conditions are tightening, the yield spread between US high-yield corporate bonds and the 10-year Treasury bond continues to fluctuate in a tight range at a level that matches previous cyclical lows


May 9, 2018
Top officials at the major central banks are signaling cautious optimism about the prospects for their economies.

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