Edward Yardeni

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.

May 8, 2018
There has been some chatter lately about a slowdown in the global economy. The evidence seems to be mostly based on PMI surveys.

May 7, 2018
Once some of the noise about the issues above dies down, the market should focus on the clearly bullish signal coming on the earnings front.

May 3, 2018
When the richest person in the world speaks, it’s often wise to listen. We were richly rewarded for listening to a recent interview of Jeff Bezos, who was receiving the Axel Springer Award from Mathias Dopfner, the CEO of Business Insider’s parent company.

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