Yardeni Research

2017 Dr. Ed's Blog Posts
May 24, 2017
Valuation: A Less Miserable Measure
May 18, 2017
Death by Amazon
May 10, 2017
Earnings: Small Is Beautiful
May 03, 2017
Seinfeld Market: Nothing Bad Happening
April 27, 2017
A Happier Global Economy
April 19, 2017
Driving in the Slow Lane
April 12, 2017
Back to Slower, Longer Economic Growth?
April 05, 2017
Bull by the Tail
March 29, 2017
Many Happy S&P 500 Revenues
March 22, 2017
Age-Old Adages for the Bull Market
March 15, 2017
US Flow of Funds: ETFs Driving Stocks Higher
March 08, 2017
Happy Anniversary: Dancing With the Bulls
March 01, 2017
Buffett's Rules & Ratios
February 22, 2017
The Recession Is Over
February 15, 2017
Running Hotter
February 08, 2017
Are There Enough Shovel-Ready Workers?
February 02, 2017
Washington's Mud Pit
January 25, 2017
DJIA 20,000: Counting on Earnings
January 18, 2017
Earnings: Yes They Can Grow
January 11, 2017
Animal Spirits
January 04, 2017
Who's Afraid of the Big Bad Wolf?
2016 Dr. Ed's Blog Posts
December 20, 2016
Votes of Confidence
December 07, 2016
Corporate Taxes In Trump World
November 29, 2016
We Are All Populists Now
November 17, 2016
Is Trumponomics Inflationary?
November 10, 2016
Another Relief Rally
November 03, 2016
US Economy: Full of Beans?
October 26, 2016
Yellen Has Many Questions
October 19, 2016
Fiscal Policy: Cooking the Books
October 13, 2016
CAPE Fear
October 05, 2016
Just Say No!
September 28, 2016
Persistent Profits Recession?
September 21, 2016
Inflation: Healthy & Unhealthy
September 15, 2016
Slip Sliding in the Oil Patch
September 07, 2016
US Economy's Big Soft Spot
September 02, 2016
Abnormal Normalization
August 28, 2016
Q2 Earnings Review
August 18, 2016
Record-High Global Production
August 10, 2016
Productivity Puzzle
August 06, 2016
Japan Leads the Way
July 27, 2016
Elections, Recessions, & the Fed
July 22, 2016
Bonds Dislike Positive Surprises
July 13, 2016
Aging Bull Charging Again
July 07, 2016
Globalization of Bonds
July 01, 2016
Brexit: Breaking Bullish or Bearish?
June 23, 2016
AI's Future Is Here
June 15, 2016
US Consumers: Shopping from Home
June 10, 2016
Goods Deflation Is Good
June 05, 2016
US Employment: Shortage of Jobs or Workers?
May 28, 2016
US Yield Curve: Global Yellow Light?
May 21, 2016
US Entitlements: In Government We Trust
May 15, 2016
Zhengnengliang
April 28, 2016
Central Banks: Buying Into Risk-On
April 21, 2016
Crude Oil: No April Freeze
April 14, 2016
The Shanghai Conspiracy
April 10, 2016
'The New Mediocre' (excerpt)
April 01, 2016
The Fed: Thanks Again, Fairy Godmother!
March 24, 2016
On the Fast Track?
March 09, 2016
Fed Has Slack
February 29, 2016
Earnings & Margins: Different Strokes
February 12, 2016
China: Sleeping With the Fishes (excerpt)
January 29, 2016
Blaming the Fed (excerpt)
2015 Dr. Ed's Blog Posts
December 29, 2015
The Great Disruption: From Brawn to Brain (excerpt)
November 14, 2015
Global Economy: At Your Service (excerpt)
November 05, 2015
The Grand Delusion (excerpt)
September 30, 2015
Lower Oil Prices Boosting Oil Demand & Global Growth (excerpt)
September 29, 2015
What Will It Take to Revive the Bull? (excerpt)
September 28, 2015
The Canaries in China's Coal Mine (excerpt)
September 24, 2015
On a Relative Basis, US is Outperforming Again (excerpt)
September 23, 2015
Are Stocks Rolling Over? (excerpt)
September 22, 2015
Go USA! (excerpt)
September 21, 2015
US Flow of Funds: Net Equity Issuance (excerpt)
September 17, 2015
Canadian Perspective (excerpt)
September 16, 2015
Liftoff Scenario (excerpt)
September 15, 2015
The Great Stall of China (excerpt)
September 14, 2015
The US Is on the Fast Track (excerpt)
September 10, 2015
Sentiment Is So Bearish That Maybe It's Bullish (excerpt)
September 09, 2015
International Reserves: Another Sign of Global Slowdown (excerpt)
September 08, 2015
Bull Case Hinges on US (excerpt)
September 02, 2015
US Economy: Homeward Bound (excerpt)
September 01, 2015
Drop In Oil Prices Stimulating Demand (excerpt)
August 31, 2015
Is US Gross Domestic Income 'Scary?'
August 27, 2015
Black Holes & the Stock Market (excerpt)
August 26, 2015
Can US Economy Weather the Global Storm? (excerpt)
August 25, 2015
Retracing the Bullard Bounce (excerpt)
August 24, 2015
Another Panic Attack or the Start of a Bear Market? (excerpt)
August 20, 2015
Junk Getting Junkier (excerpt)
August 19, 2015
Q2 Revenues & Earnings Review (excerpt)
August 18, 2015
China's Known Unknowns (excerpt)
August 17, 2015
S&P 500 Revenues Up a Bit Excluding Energy (excerpt)
August 13, 2015
Earnings: Looking Good Again Excluding Energy (excerpt)
August 12, 2015
Global Secular Stagnation or Worse? (excerpt)
August 11, 2015
China Is a Mess (excerpt)
August 10, 2015
Is the Global Economy Sinking Into a Recession? (excerpt)
August 06, 2015
US Economy: Not on Fire (excerpt)
August 05, 2015
More on the Standard of Living (excerpt)
August 04, 2015
Timing the Next Bear Market (excerpt)
August 03, 2015
GDP Continues to Cruise (excerpt)
July 30, 2015
Explaining the Stock Market's Zen (excerpt)
July 29, 2015
Is US Economy Getting Soft Again? (excerpt)
July 28, 2015
Global Economy Needs Restraining Order (excerpt)
July 27, 2015
When Will the Next Recession Start? (excerpt)
July 23, 2015
More “Selfie” Households Who Rent (excerpt)
July 22, 2015
Buffett's Ratio Is Bearish (excerpt)
July 21, 2015
Will the “Silk Road” Boost Commodity Prices? (excerpt)
July 20, 2015
The Productivity Puzzle (excerpt)
July 16, 2015
US Economy: Small Is Beautiful (excerpt)
July 15, 2015
Another Weak Revenues Season (excerpt)
July 14, 2015
China's Trade Data Showing More Weakness Than Strength (excerpt)
July 13, 2015
Yellen Still Sees Slack in Labor Market (excerpt)
July 09, 2015
China's Bubble Pops (excerpt)
July 08, 2015
Global Economy: More Secular Stagnation (excerpt)
July 07, 2015
Commodities: Commotions Across the Oceans (excerpt)
July 06, 2015
US Economy Is Still the Promised Land (excerpt)
July 01, 2015
Happy Fourth of July! (excerpt)
June 30, 2015
Braking and Accelerating in China (excerpt)
June 29, 2015
US Consumers Still Consuming (excerpt)
June 25, 2015
The Productivity Puzzle (excerpt)
June 24, 2015
US Housing: Good Foundation? (excerpt)
June 23, 2015
Is Gold Just Another Commodity? (excerpt)
June 22, 2015
The Long Expansion (excerpt)
June 18, 2015
Global Oil Supply Rising Faster Than Demand (excerpt)
June 17, 2015
Here Comes Another Earnings Season (excerpt)
June 16, 2015
Eurozone Stocks Hit Air Pocket (excerpt)
June 15, 2015
Varieties of Valuation (excerpt)
June 11, 2015
Abrupt Normalization in Bond Market (excerpt)
June 10, 2015
No Soft Patch for Small Business (excerpt)
June 09, 2015
Trailing P/E Is On the High Side (excerpt)
June 08, 2015
Is the Soft Patch Over? (excerpt)
June 04, 2015
Has Profits' Share of National Income Peaked? (excerpt)
June 03, 2015
China Remains Epicenter of Global Deflation (excerpt)
June 02, 2015
Sorting Out the Statistical Discrepancy in GDP (excerpt)
June 01, 2015
The Trend in Profits (excerpt)
May 28, 2015
New Home Sales Still in the Basement (except)
May 27, 2015
Central Banks Restore Wealth, Working on Growth (excerpt)
May 26, 2015
How the Fed Depressed the Recovery (excerpt)
May 21, 2015
Signs of a Recovery in Eurozone Profits (excerpt)
May 20, 2015
Valuation & the Fed Model (excerpt)
May 19, 2015
Reenergized Earnings? (excerpt)
May 18, 2015
Revenues & Earnings Coming Back Down to Earth? (excerpt)
May 14, 2015
Bond Market: Sprechen Sie Deutsch? (excerpt)
May 13, 2015
What's Driving Yields Higher (except)
May 12, 2015
US Housing: Breaking Ground? (excerpt)
May 11, 2015
Yellen on the Wage Question (excerpt)
May 07, 2015
Why Are Bonds Taking a Dive? (excerpt)
May 06, 2015
US Trade Data Confirm Weak Global Economy (excerpt)
May 05, 2015
Analysts Continue to Lower S&P 500 Earnings (excerpt)
May 04, 2015
German Bond Selloff Spills Into US (excerpt)
April 30, 2015
We Are All Bulls Now (excerpt)
April 29, 2015
S&P 500 Forward Earnings Driving Economic Slowdown (excerpt)