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Ed Yardeni

  • Analysis & Opinion

Ed Yardeni's Opinion & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & opinion - Page 6

In my book Predicting the Markets (2018), I reviewed various valuation models that stock investors follow. My main takeaway was that: “Judging valuation in the stock market is akin to judging a...
I’m finishing up writing my next book, Fed Watching for Fun and Profit: A Primer for Investors. I’ve had a lot of fun writing it, and it has given me a broader perspective on the making of...
The U.S. economy continues to grow despite recurring recession scares. By my count, they’ve triggered 65 panic attacks in the stock market since the start of the bull market during March 2009....
The Q3 earnings reporting season has started. Industry analysts’ estimates for the S&P 500 operating earnings per share plunged 8.7% from $44.85 at the end of last year to $40.93 during the...
The key to a happy economic outlook and a continuation of the bull market in stocks is productivity growth. I think productivity growth is starting to make a comeback as the labor market...
One of my favorite songs is “We Didn’t Start the Fire” (1989), by Billy Joel, who is one year older than I am. The lyrics are simply a long list of major personalities and issues...
Germany's Homegrown Problems. IHS Markit has released its flash estimates for September’s Purchasing Managers’ Indexes (PMIs) in the Eurozone along with those for France and Germany. The...
Another round of central bank easing is underway. So why are bond yields rising? The 10-year US Treasury bond yield rose from a recent low of 1.47% on 9/4 to 1.72% on Tuesday. The record low was...
President Donald Trump seems to be playing simultaneous games of chicken with Fed Chair Jerome Powell and Chinese President Xi Jinping. Last Friday, he raised tariffs again on US imports from China...
The negative interest rate policies of the European Central Bank (ECB) and the Bank of Japan (BOJ) have created a Neverland in the global fixed-income markets. An 8/18 Bloomberg story...