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QuickTakes

Timely market insights delivered throughout the day. Stay ahead with rapid-response analysis on breaking market developments.

Stock Market Rally Isn't Running Out of Fuel. US Economy Still Acing Stress Tests.

Stock Market Rally Isn't Running Out of Fuel. US Economy Still Acing Stress Tests.

Ed Yardeni
Geopolitics
Crude Oil
S&P Global PMIs
Warsh, Rinse, Repeat

Warsh, Rinse, Repeat

Ed Yardeni
Fed
CPI Inflation
Federal Funds Rate
Power Vacuum In Iran Isn't Fazing US Economy

Power Vacuum In Iran Isn't Fazing US Economy

Ed Yardeni
Consumers
GDP
ADP Employment
ENERGY: A Buying Opportunity

ENERGY: A Buying Opportunity

Ed Yardeni
Crude Oil
S&P 500 Energy
Geopolitics
MARKET CALL: Animal Spirits Are Back

MARKET CALL: Animal Spirits Are Back

Ed Yardeni
Market Call
Earnings Season
Valuation
INDUSTRIALS: Earnings & P/E Multiples Boosted By Booming AI, Onshoring & Defense Spending

INDUSTRIALS: Earnings & P/E Multiples Boosted By Booming AI, Onshoring & Defense Spending

Ed Yardeni
Industrials
ECONOMIC WEEK AHEAD: April 20-24

ECONOMIC WEEK AHEAD: April 20-24

Ed Yardeni
Week Ahead
Retail Sales
Stock Market Highs Confirm US Economy Is A Winner

Stock Market Highs Confirm US Economy Is A Winner

Ed Yardeni
Labor Market
Production
Economic Survey
The Champagne Glass Is More Than Half Full

The Champagne Glass Is More Than Half Full

Ed Yardeni
Geopolitics
Stock Market
Consumer
Mr. Market Says The War Is Over

Mr. Market Says The War Is Over

Ed Yardeni
Geopolitics
S&P 500
PPI
ROARING 2020s: Wall Street's Analysts Even More Bullish On Earnings Than Us!

ROARING 2020s: Wall Street's Analysts Even More Bullish On Earnings Than Us!

Ed Yardeni
S&P 500 Earnings
S&P 500 Targets
Profit Margin
MARKET CALL: Yogi Was Right: 'The War Ain't Over Till It's Over'

MARKET CALL: Yogi Was Right: 'The War Ain't Over Till It's Over'

Ed Yardeni
Crude Oil
Earnings Season
Go Global
ECONOMIC WEEK AHEAD: April 13-17

ECONOMIC WEEK AHEAD: April 13-17

Ed Yardeni
Inflation
US Economy
PPI
FINANCIALS: Private Credit Fears Creating Attractive Values

FINANCIALS: Private Credit Fears Creating Attractive Values

Ed Yardeni
Financials
How Transitory Is The Inflation Problem Ahead?

How Transitory Is The Inflation Problem Ahead?

Ed Yardeni
CPI Inflation
Geopolitics
Fed
As Yogi Said: 'It Ain't Over Till It's Over' & 'It's Déjà Vu All Over Again'

As Yogi Said: 'It Ain't Over Till It's Over' & 'It's Déjà Vu All Over Again'

Ed Yardeni
Fed
CPI Inflation
Geopolitics
Apocalypse Now, Not! Lowering Recession Odds.

Apocalypse Now, Not! Lowering Recession Odds.

Ed Yardeni
Geopolitics
GDP
CPI Inflation
Oil Price Shock Boosts March Prices-Paid PMIs

Oil Price Shock Boosts March Prices-Paid PMIs

Ed Yardeni
PMI
CPI Inflation
Employment
MARKET CALL: The Tug Of War Between P/E And E

MARKET CALL: The Tug Of War Between P/E And E

Ed Yardeni
Valuation
Forward Earnings
Stock Market
ECONOMIC WEEK AHEAD: April 6-10

ECONOMIC WEEK AHEAD: April 6-10

Ed Yardeni
Week Ahead
Consumer Sentiment
CPI
GDP
Stocks: Was That The Bottom On Monday?

Stocks: Was That The Bottom On Monday?

Ed Yardeni
Employment
Consumer Sentiment
Bull-Bear Ratio
POTUS Sees An Exit Ramp Up Ahead

POTUS Sees An Exit Ramp Up Ahead

Ed Yardeni
Geopolitics
Consumer
CPI Inflation
Relief Rally Ends Correction Risk

Relief Rally Ends Correction Risk

Ed Yardeni
JOLTS
Consumer Confidence
US Economy
The War, The Yield Curve, The Fed, Private Credit, and Gold

The War, The Yield Curve, The Fed, Private Credit, and Gold

Ed Yardeni
Geopolitics
Fed
Gold
MARKET CALL: Stock P/Es Discounting Higher-For-Longer Oil Prices & Interest Rates

MARKET CALL: Stock P/Es Discounting Higher-For-Longer Oil Prices & Interest Rates

Ed Yardeni
Geopolitics
Bond Market
Stock Market