Breaking News
0
Ad-Free Version. Upgrade your Investing.com experience. Save up to 40% More details

Ed Yardeni

  • Analysis & Opinion

Ed Yardeni's Opinion & Analysis
A complete archive of Ed Yardeni's articles, including current analysis & opinion - Page 9

So far, the escalating trade and currency wars aren’t weighing on the weekly stock market fundamentals that I track and discuss below. That’s because the US economy received a big boost...
Much like Blanche DuBois in Tennessee Williams’ play “A Street Car Named Desire,” the US has “always depended on the kindness of strangers,” or at least it has for a...
Editor's note: Ed Yardeni recently published a book called Predicting the Markets: A Professional Autobiography. Below, some timely insights: My career has provided me with lots of opportunities for...
The yield curve is commonly measured as the spread between the 10-year US Treasury bond yield and the federal funds rate (Fig. 1). This spread has narrowed significantly since the start of this year,...
S&P 500 buybacks are back. Actually, they never left the current bull market despite recurring chatter that the buyback binge was over. Since 2014, they’ve fluctuated around an annualized...
President Donald Trump’s protectionist saber-rattling has led to multi-front trade skirmishes with America’s major trading partners. Now Trump threatens to up the tit-for-tat ante with an...
Red Hot SmallCaps
By Ed Yardeni - Jun 14, 2018
Smallcap stocks remain on a bullish trend, with the Russell 2000 flying to new record highs in recent weeks. The widespread explanation is that their outperformance reflects investors coming back to...
While the global economy is being rattled by Trump’s protectionist stance on trade, renewed uncertainty about the future of the Eurozone, and capital outflows from some emerging markets, the US...
Italy’s Swan Dive
By Ed Yardeni - Jun 01, 2018
Italy always seems to be in a political crisis. Governments don’t last very long there, as the ruling party’s coalition tends to splinter rapidly, requiring yet another election and...
What is the right multiple to pay for S&P 500 earnings? Historically since 1935, the average P/E, using four-quarter-trailing reported earnings, was 17.1. It was 23.7 during Q1-2018. That’s...