Edward Yardeni



Feb 15, 2018
Will the cloud lose to the edge


Feb 14, 2018
The stock market seems to have entered a tug-of-war phase in recent weeks between a very bullish outlook for earnings and a potentially bearish outlook for valuation multiples.


Feb 13, 2018
Analysts now saying TCJA adding $11-$12 per share to S&P 500 earnings this year.


Feb 12, 2018
Now that the market’s meltup/meltdown scenario may have played out, what’s next? We are lowering the odds of another meltup in stocks to 30% from the 70% meltup odds we have held since January 16 (when we had raised the odds from 55%). We are keeping the meltdown scenario at 25%


Feb 8, 2018
The 1970s are back for the US oil industry. In December, US oil production hit record levels that exceeded anything the industry has enjoyed even during the heydays of the 1970s


Feb 7, 2018
Investor Nerves Break Down as Stock Market Recovers From 60th Panic Attack


Feb 6, 2018
While all the focus has been on the tax cut and its positive impact on earnings since the start of this year, revenues growth coincidently has picked up smartly thanks to the strength in the global economy.


Feb 5, 2018
The latest panic attack isn’t about corporate earnings. Rather, the fear is that wage inflation is making a comeback and that the Fed will respond with more aggressive monetary tightening.

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