Yardeni Research - RSS Feed

Latest articles

wiar 01-26-23

Latest Morning Briefing Executive Summary: Transportation, Semiconductors & Digital Wallets Shifts in consumer purchasing have left retailers overstocked and shippers of goods feeling the pinch. But the sense among transport company managements is that demand for their services will normalize this year. Transportation stocks have been rallying in...

Transportation, Semiconductors & Digital Wallets BLURB

Calendars US: Thurs: Real GDP & Price Index 2.6% & 3.3%; Durable Goods Orders Total & Core 2.5%/-0.2%; Nondefense Capital Goods Orders ex Aircraft -0.2%; Initial & Continuous Jobless Claims 205k/1.659m; Goods Trade Balance Advance Estimate; New Home Sales 617k; Kansas City Manufacturing Index; Chicago Fed Manufacturing Index; Natural...

Transportation, Semiconductors & Digital Wallets

Check out the accompanying pdf and chart collection. Executive Summary: Shifts in consumer purchasing have left retailers overstocked and shippers of goods feeling the pinch. But the sense among transport company managements is that demand for their services will normalize this year. Transportation stocks have been rallying in anticipation. … Another...

wiar 01-25-23

Latest Morning Briefing Executive Summary: What’s in Style At S&P and the Fed? Standard & Poor’s last month reshuffled the components of its S&P Growth and Value indexes, with dramatic impacts on their valuation metrics. Ejected from the Pure Growth index were most of the MegaCap-8 companies, along with their gargantuan capitalizations;...

What’s in Style At S&P and the Fed? BLURB

Calendars US: Wed: MBA Mortgage Applications; Crude Oil Inventories & Gasoline Production. Thurs: Real GDP & Price Index 2.6% & 3.3%; Durable Goods Orders Total & Core 2.5%/-0.2%; Nondefense Capital Goods Orders ex Aircraft -0.2%; Initial & Continuous Jobless Claims 205k/1.659m; Goods Trade Balance Advance Estimate; New Home Sales...

What’s in Style At S&P and the Fed?

Check out the accompanying pdf and chart collection. Executive Summary: Standard & Poor’s last month reshuffled the components of its S&P Growth and Value indexes, with dramatic impacts on their valuation metrics. Ejected from the Pure Growth index were most of the MegaCap-8 companies, along with their gargantuan capitalizations; now only Apple...

wiar 01-24-23

Latest Morning Briefing Executive Summary: Market Timing Both the stock market’s and the bond market’s October bottoms have held so far—following the script we outlined as a possibility back that month. It involved moderating inflation, which we’ve seen, an end to Fed tightening, which we should see soon, and better GDP growth than we had expected,...

Market Timing BLURB

Calendars US: Tues: Richmond Fed Manufacturing Index -5; S&P Global M-PMI & NM-PMI Flash Estimates 46.2/45.0. Wed: MBA Mortgage Applications; Crude Oil Inventories & Gasoline Production. (Bloomberg estimates) Global: Tues: Eurozone, Germany, and France C-PMI Flash Estimates 49.8/49.6/49.5; Eurozone, Germany, and France M-PMI Flash Estimates...

Market Timing

Check out the accompanying pdf and chart collection. Executive Summary: Both the stock market’s and the bond market’s October bottoms have held so far—following the script we outlined as a possibility back that month. It involved moderating inflation, which we’ve seen, an end to Fed tightening, which we should see soon, and better GDP growth than we...

wiar 01-23-23

Latest Morning Briefing Executive Summary: Another Recession Alarm Ahead Brace yourself for December’s Leading Economic Indicators and Coincident Economic Indicators coming out today. They are likely to trigger another recession alarm. But we still see greater odds of a soft landing (60%) than a hard one (40%). … What can the LEI and CEI tell us about...

Discover, share and read the best on the web

Follow RSS Feeds, Blogs, Podcasts, Twitter searches, Facebook pages, even Email Newsletters! Get unfiltered news feeds or filter them to your liking.

Get Inoreader
Inoreader - Follow RSS Feeds, Blogs, Podcasts, Twitter searches, Facebook pages, even Email Newsletters!