Yardeni Research

Start 2026 with clearer market insights. Our recent calls: ✓ No recession ✓ Disinflation trend ✓ Bull market since Oct 2022 ✓ Accurate S&P 500 targets for 2024–25 5–8 QuickTakes emails weekly. 75% off — just $7.25/month for two months. ➡️ quicktak.es/x-newyear

Memory chip makers and photonics companies are outperforming almost every Magnificent 7 stock this year. The AI trade is quietly shifting downstream. 🔒 Members-Only quicktak.es/j38a

Consumer spending keeps defying gravity as Baby Boomers tap their nest eggs. The gen-shaped economy explains why resilience continues despite lackluster income growth. 🟢 Open youtube.com/watch?v=Ve0r5K…

Productivity just hit 2.9% growth while unit labor costs rose only 1.2%. Corporate profit margins are at record highs, yet jobless claims just touched their lowest level since 1969. 🔒 Members-Only quicktak.es/kruh

Analysts now expect S&P 500 earnings to grow faster than during the 2000 tech bubble. The market's valuation multiple is falling. 🔒 Members-Only quicktak.es/1zwy

Data is now a fourth factor of production alongside land, labor, and capital. Unlike the others, this one has no limit. 🔒 Members-Only quicktak.es/n05y

Ed Yardeni tells CNBC the market rally has legs and will continue into next year. He's optimistic on equities despite recent volatility.

Bond yields are rising on inflation fears while factory orders just posted their strongest gain in months and manufacturing keeps expanding. 🔒 Members-Only quicktak.es/xra9

The stock market balloon keeps climbing on rising earnings revisions, not just hot air. Sentiment remains lackluster, leaving plenty of room to run higher. 🟢 Open quicktak.es/htrh

Oil hits triple digits but stocks hit new highs. Analysts now see earnings growing nearly 20% in 2026, backing our Roaring 2020s call. 🟢 Open quicktak.es/kwpu

Oil prices stay surprisingly calm despite the Hormuz closure. We break down the anomaly, supply constraints, and how this crisis feeds inflation beyond the pump. 🟢 Open youtube.com/watch?v=ui_eQh…

Yardeni Research Chart of the Day (April 30, 2026) Initial jobless claims just hit their lowest level since 1969. Layoffs remain remarkably subdued, and continuing claims are falling too. How long can the labor market hold at these historic lows?

Yardeni Research Chart of the Day (April 30, 2026) US crude exports may be stepping up to fill the supply void left by Arabian Gulf blockades. Can American producers realistically bridge that gap?

Yardeni Research Chart of the Day (April 30, 2026) High tech now accounts for 55% of all nonresidential capital spending — a record high as of Q1-2026. Businesses are betting heavily on digital over physical. Is this shift structural or still just an AI-driven sprint?

The economy is growing while real disposable income has been flat for a year. Consumer spending keeps rising anyway. 🔒 Members-Only quicktak.es/f8te

Oil at $110, blockade tightening, inflation expectations rising. Bond yields climbing. Yet the Fed just split down the middle on whether to cut or hold rates. 🔒 Members-Only quicktak.es/c8g0

Powell's last press conference will argue against rate cuts while his incoming replacement has been calling for them as soon as possible. 🔒 Members-Only quicktak.es/ia44

Yardeni Research Chart of the Day (April 28, 2026) The S&P 500 Semiconductors industry now accounts for a record 41.9% and 47.1% of the S&P 500 Information Technology sector's market capitalization and forward earnings. Do you think this is sustainable?

Yardeni Research Chart of the Day (April 28, 2026) Is the global stock market boom partly attributable to the resilience of earnings as technological innovations boost profit margins worldwide?

Global stocks are hitting record highs despite the Strait of Hormuz blockade and oil shock risks. Industry analysts just raised earnings forecasts to all-time highs. 🔒 Members-Only quicktak.es/hcn0

Yardeni Research Chart of the Day (April 26, 2026) Bank loans and leases are growing 7.1% y/y, the fastest pace in ~3 years. Traditional lenders are picking up the slack, which is why private credit stress is unlikely to spill into a broader credit crunch.