@yardeni Avatar @yardeni Yardeni Research

Yardeni Research posts on X about stocks, inflation, linkedin, treasure the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance technology brands social networks stocks countries cryptocurrencies us election travel destinations events currencies

Social topic influence stocks, inflation #477, linkedin, treasure, ai, market, fed #239, gdp, bullish, tech

Top accounts mentioned or mentioned by @linkedin @mikezaccardi @dziedzicinvest @common8er @bull2035 @beneellsworth @cvpayne @reematendulkar @cnbctv18news @ailliwre @rymondinckenya @observationdesk @markmcruden @ryan554

Top assets mentioned Treasure (MAGIC) April (APRIL) Bitcoin (BTC) Rally (RLY) DeepSeek (DEEPSEEK) Microsoft Corp. (MSFT) IBM (IBM) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"YARDENI RESEARCH "OUR CHARTS" (May [--] 2024). Are investors betting utilities will benefit from plenty of demand for power from AI data centers This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us know what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-05-13T15:51Z 57.3K followers, [----] engagements

"The bull market is back and should be increasingly led by solid earnings growth. #stocks #sp500 #netflix"
X Link 2025-01-23T13:02Z 58.2K followers, [----] engagements

"Is the price of gold rising because it is a safe haven for the central banks of Americas foreign adversaries #sp500 #gold #stocks"
X Link 2025-02-11T14:23Z 51.1K followers, [----] engagements

"Why are Chinese and European stocks beating US stocks #stocks #sp500"
X Link 2025-02-18T13:04Z 51.2K followers, [----] engagements

"What is driving the price of gold to record highs #gold #sp500"
X Link 2025-02-19T13:04Z 51.3K followers, [----] engagements

"Is Walmart's disappointing guidance reason for concern about the consumer the economy and the stock market #sp500 #walmart #stocks"
X Link 2025-02-21T13:04Z 51.3K followers, 10.4K engagements

"YARDENI RESEARCH "OUR CHARTS" (Oct [--] 2025). Is gold the new bitcoin This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2025-10-15T14:48Z 56.5K followers, [----] engagements

"DEEP DIVE: Slim Pickin's Among Economic Indicators Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/m847 https://quicktak.es/m847"
X Link 2025-10-16T03:50Z 56.7K followers, [----] engagements

"S&P [---] And Gold Price Racing Toward $10000 By [----] Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/bo8c https://quicktak.es/bo8c"
X Link 2025-10-16T15:13Z 56.5K followers, [----] engagements

"Check out the latest article in my newsletter: Slim Pickin's Among Economic Indicators via @LinkedIn https://www.linkedin.com/pulse/slim-pickins-among-economic-indicators-edward-yardeni-kj94e https://www.linkedin.com/pulse/slim-pickins-among-economic-indicators-edward-yardeni-kj94e"
X Link 2025-10-16T15:28Z 56.7K followers, [----] engagements

"Bubble Bubble Toil & Trouble Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/ctxs https://quicktak.es/ctxs"
X Link 2025-10-23T03:34Z 58K followers, [----] engagements

"Economy Still Moving Forward Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/gapo https://quicktak.es/gapo"
X Link 2025-10-24T02:44Z 56.6K followers, [----] engagements

"GDP IS HOT Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/9q16 https://quicktak.es/9q16"
X Link 2025-11-04T02:42Z 56.8K followers, [----] engagements

"DEEP DIVE: Quantum Leaps For Quantum Computing Our latest Yardeni QuickTakes post is now live and open to all readers 🟒 No login required πŸ‘‡ https://quicktak.es/gtl9 https://quicktak.es/gtl9"
X Link 2025-11-14T03:05Z 57K followers, [----] engagements

"MARKET CALL: The Federal Open Mouth Committee Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/2d5h https://quicktak.es/2d5h"
X Link 2025-11-15T15:56Z 58.3K followers, [----] engagements

"DEEP DIVE: [----] Is Coming Our latest Yardeni QuickTakes post is now live and open to all readers 🟒 No login required πŸ‘‡ https://quicktak.es/zvvh https://quicktak.es/zvvh"
X Link 2025-11-25T16:27Z 57.2K followers, [----] engagements

"Get smarter this Black Friday: 75% off Yardeni QuickTakes. We just unlocked last weeks posts try them free at Want [--] QuickTakes in your inbox each week New members get 75% off the first [--] months: https://quicktak.es/c6o7 http://yardeniquicktakes.com https://quicktak.es/c6o7 http://yardeniquicktakes.com"
X Link 2025-11-27T16:56Z 57.2K followers, [----] engagements

"MARKET CALL: Rebalancing Domestic & Global Stock Portfolios In [----] Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/p3js https://quicktak.es/p3js"
X Link 2025-12-07T22:43Z 57.5K followers, [----] engagements

"Fed Easing Fails To Ease Bond Yields Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/am99 https://quicktak.es/am99"
X Link 2025-12-09T04:15Z 57.3K followers, [----] engagements

"WEEKLY WEBCAST: 2026: Another Year Of Living Audaciously Our latest Yardeni QuickTakes post was just sent to all paid members πŸ” Non-members can view a free preview here πŸ‘‡ https://quicktak.es/4x7u https://quicktak.es/4x7u"
X Link 2025-12-10T22:02Z 57.3K followers, [----] engagements

"The Magnificent 7's monopolies may be cracking. What happens when the other [---] steal the spotlight Our latest market call reveals the shift that could redefine [----]. πŸ”’ Subscribers https://quicktak.es/tvlm https://quicktak.es/tvlm"
X Link 2025-12-14T02:54Z 57.7K followers, [----] engagements

"Crude oil is flirting with a critical threshold that could signal something bigger. The technical and fundamental setup is eerily reminiscent of two major market moments. Here's what we're watching. πŸ”’ Subscribers https://quicktak.es/1ox9 https://quicktak.es/1ox9"
X Link 2025-12-16T03:07Z 57.7K followers, [----] engagements

"The Magnificent-7 doubled their market cap to $20 trillion in two years. Now their soaring profit margins are becoming their biggest problem. πŸ”’ Members-Only https://quicktak.es/itnk https://quicktak.es/itnk"
X Link 2025-12-18T05:20Z 57.8K followers, [----] engagements

"The government shutdown may have distorted November's CPI data. The Fed chair says BLS is overstating payroll jobs by [-----] per month. πŸ”’ Members-Only https://quicktak.es/krbz https://quicktak.es/krbz"
X Link 2025-12-19T03:59Z 57.6K followers, [----] engagements

"Analysts are projecting S&P [---] profit margins will jump from 13.3% to 15.4% over two years. That's far above the historical average during an expansion. πŸ”’ Members-Only https://quicktak.es/2ft4 https://quicktak.es/2ft4"
X Link 2025-12-21T20:31Z 57.7K followers, [----] engagements

"Holiday week brings key data: Q3 GDP expected at 3.5% and Consumer Confidence amid lingering fog from government shutdown. Investors watch for clarity as chaotic year ends. 🟒 Open https://quicktak.es/gbmj https://quicktak.es/gbmj"
X Link 2025-12-22T02:56Z 57.9K followers, [----] engagements

"Gold is up 69% year over year. It's lagging silver platinum and palladium. Industrial metals barely moved. πŸ”’ Members-Only https://quicktak.es/04bp https://quicktak.es/04bp"
X Link 2025-12-23T03:46Z 57.8K followers, [----] engagements

"GDP jumped 4.3% while hours worked stayed flat and inflation sits at 3%. The Fed just cut rates by [--] basis points anyway. πŸ”’ Members-Only https://quicktak.es/yv6c https://quicktak.es/yv6c"
X Link 2025-12-23T22:44Z 57.8K followers, [----] engagements

"Wall Street strategists see the S&P [---] hitting [----] by year-end [----] up 9%. We're even more bullish at [----] though a first-half correction could test the rally. 🟒 Open https://quicktak.es/6sfm https://quicktak.es/6sfm"
X Link 2025-12-24T19:19Z 57.8K followers, [----] engagements

"A Chinese optical chip just beat Nvidia's top GPU by 100x on speed and energy. Foreign buying of US stocks just hit a record high. Every contrarian indicator is pointing in a different direction. πŸ”’ Members-Only https://quicktak.es/bcqj https://quicktak.es/bcqj"
X Link 2025-12-27T20:05Z 57.9K followers, [----] engagements

"The base case for [----] just jumped from 50% to 60% odds. The meltup scenario dropped to 20% because everyone started asking if AI is a bubble. πŸ”’ Members-Only https://quicktak.es/58x5 https://quicktak.es/58x5"
X Link 2025-12-29T20:25Z 57.9K followers, [----] engagements

"Ed Yardeni on Making Money: The US economy is very much driven by the consumer as we head into 2026"
X Link 2025-12-29T21:16Z 58K followers, 31.6K engagements

"Emerging markets account for just 10.8% of global market cap while the US commands 64.4%. Production and exports tell a completely different story. πŸ”’ Members-Only https://quicktak.es/dk3q https://quicktak.es/dk3q"
X Link 2025-12-31T16:18Z 58K followers, [----] engagements

"Baby Boomers are sitting on $80 trillion in net worth and spending it freely. The savings rate is heading toward zero and could turn negative by decade's end. πŸ”’ Members-Only https://quicktak.es/3ck1 https://quicktak.es/3ck1"
X Link 2026-01-01T19:52Z 58K followers, [----] engagements

"Start [----] with clearer market insights. Our recent calls: βœ“ No recession βœ“Disinflation trend βœ“ Bull market since Oct [----] βœ“ Accurate S&P [---] targets for [------] [--] QuickTakesemails weekly. 75% off just $7.25/month for two months. ➑ https://quicktak.es/x-newyear https://quicktak.es/x-newyear"
X Link 2026-01-01T21:24Z 57.8K followers, [---] engagements

"The [----] outlook points to earnings-driven gains and a resilient economy but expect first-half volatility. AI competition productivity trends and bond yields are all in play. 🟒 Open https://www.youtube.com/watchv=7-TpDaCW9uI https://www.youtube.com/watchv=7-TpDaCW9uI"
X Link 2026-01-02T13:04Z 58.2K followers, [----] engagements

"The S&P [---] forward P/E was higher in September [----] than it is today. The index has nearly doubled since then. πŸ”’ Members-Only https://quicktak.es/b1rh https://quicktak.es/b1rh"
X Link 2026-01-02T17:04Z 58K followers, [----] engagements

"The economy surprised bears in [----] and looks solid for [----]. With strong spending and investment data are Fed officials now regretting those rate cuts 🟒 Open https://quicktak.es/wctj https://quicktak.es/wctj"
X Link 2026-01-04T20:17Z 58K followers, [----] engagements

"Stock investors see Venezuela's crisis as bullish for oil companies while gold surges on geopolitical risk. Same event opposite readings of what comes next. πŸ”’ Members-Only https://quicktak.es/slc9 https://quicktak.es/slc9"
X Link 2026-01-06T02:54Z 58K followers, [----] engagements

"Small and mid-cap stocks have been underperforming for seven years. Recession fears are gone yet their earnings remain flat while large-caps soar to records. πŸ”’ Members-Only https://quicktak.es/o8e9 https://quicktak.es/o8e9"
X Link 2026-01-07T03:43Z 58.2K followers, [----] engagements

"Ed Yardeni sees the S&P [---] hitting [-----] by decade's end. Time to rebalance and look beyond the Magnificent Seven he says"
X Link 2026-01-08T19:49Z 58.2K followers, 13K engagements

"Productivity just surged 4.9% while everyone's calling AI a bubble. Unit labor costs are falling not rising. πŸ”’ Members-Only https://quicktak.es/7x6a https://quicktak.es/7x6a"
X Link 2026-01-08T20:59Z 58.1K followers, [----] engagements

"The economy is booming yet affordability is a crisis. The paradox The largest generation in history is retiring and spending down decades of accumulated wealth. 🟒 Open https://www.youtube.com/watchv=o62Mj2aOGxk https://www.youtube.com/watchv=o62Mj2aOGxk"
X Link 2026-01-09T13:04Z 58.2K followers, [----] engagements

"The economy isn't K-shaped it's gen-shaped. Baby Boomers are retiring with record wealth and spending it down while Gen Z struggles to launch their careers. 🟒 Open https://quicktak.es/8sl2 https://quicktak.es/8sl2"
X Link 2026-01-10T04:11Z 58.3K followers, [----] engagements

"Data blizzard ahead this week with key inflation and retail sales reports. Markets will be watching closely as the Fed weighs its next move at the January [--] meeting. 🟒 Open https://quicktak.es/rs72 https://quicktak.es/rs72"
X Link 2026-01-11T19:54Z 58.1K followers, [----] engagements

"S&P [---] companies are hitting record revenues record earnings and record profit margins all at once. That's not supposed to happen when tariff chaos is roiling global trade. πŸ”’ Members-Only https://quicktak.es/3kev https://quicktak.es/3kev"
X Link 2026-01-12T02:44Z 58.1K followers, [----] engagements

"Ed Yardeni on CNBC: The bond market isn't signaling a need for lower interest rates. Despite market expectations bonds are telling a different story"
X Link 2026-01-12T18:40Z 58.2K followers, 14.3K engagements

"Banks sold off on a proposed rate cap but eight separate indicators suggest Q4 earnings could beat expectations anyway. πŸ”’ Members-Only https://quicktak.es/27jj https://quicktak.es/27jj"
X Link 2026-01-12T22:54Z 58.2K followers, [----] engagements

"Ed Yardeni on IBD: AI-driven productivity could fuel growth beyond the Magnificent Seven. His [----] market outlook reveals where opportunities may emerge next"
X Link 2026-01-12T22:57Z 58.2K followers, 10.1K engagements

"The dollar holds steady while gold hits record highs. Both are safe havens but only one is acting like it. πŸ”’ Members-Only https://quicktak.es/no3p https://quicktak.es/no3p"
X Link 2026-01-14T03:13Z 58.2K followers, [----] engagements

"The economy ended [----] with GDP possibly hitting 5.3% in Q4. Yet manufacturing stayed weak all year and financials just sold off for three straight days. πŸ”’ Members-Only https://quicktak.es/0ef8 https://quicktak.es/0ef8"
X Link 2026-01-15T01:55Z 58.2K followers, [----] engagements

"2025 delivered the Roaring 2020s in full force. A productivity boom fueled growth and the Gen-Shaped Economy keeps spending strong despite labor market shifts. 🟒 Open https://www.youtube.com/watchv=Mb1OEKAmWfg https://www.youtube.com/watchv=Mb1OEKAmWfg"
X Link 2026-01-16T13:04Z 58.3K followers, [----] engagements

"Our rebalancing call is playing out. The bull market is broadening beyond tech giants as the equal-weight S&P [---] hits new highs and SMidCaps outperform. 🟒 Open https://quicktak.es/soo3 https://quicktak.es/soo3"
X Link 2026-01-18T17:38Z 58.4K followers, [----] engagements

"Buckle up for a wild week. Trump drama tariff threats and Supreme Court battles collide with key GDP and inflation data. Anything can happen. 🟒 Open https://quicktak.es/333j https://quicktak.es/333j"
X Link 2026-01-20T02:36Z 58.3K followers, [----] engagements

"Ed Yardeni told CNBC that Japan's economic troubles are unlikely to spill over into a major global problem. U.S. investors shouldn't be too concerned about Japan's fiscal issues"
X Link 2026-01-20T22:50Z 58.3K followers, 20.9K engagements

"Trump went from threatening tariffs on eight European nations over Greenland to announcing a "concept of a deal" in under [--] hours. Denmark rejected it hours later. πŸ”’ Members-Only https://quicktak.es/y08j https://quicktak.es/y08j"
X Link 2026-01-22T03:06Z 58.3K followers, [----] engagements

"Jobs and inflation data hit this week with potential employment revisions that could reshape the Fed's March meeting. Markets are watching closely. 🟒 Open https://quicktak.es/9yqv https://quicktak.es/9yqv"
X Link 2026-02-09T04:14Z 58.8K followers, [----] engagements

"Kevin Warsh once feared rate cuts would spark inflation. Now he's pushing for lower rates while inflation sits at 3% above the Fed's target. πŸ”’ Members-Only https://quicktak.es/v3qx https://quicktak.es/v3qx"
X Link 2026-02-07T05:33Z 58.8K followers, [----] engagements

"Retail sales supposedly flat in December while Redbook shows 6% growth. ADP just revised away [---] million jobs. The preliminary data bears almost no relationship to revisions. πŸ”’ Members-Only https://quicktak.es/3ot1 https://quicktak.es/3ot1"
X Link 2026-02-11T00:30Z 58.8K followers, [----] engagements

"Tokyo bond yields are soaring on debt crisis fears. Greenland tensions are rattling markets. Two distant capitals one simultaneous shock to global stocks and bonds. πŸ”’ Members-Only https://quicktak.es/3vrf https://quicktak.es/3vrf"
X Link 2026-01-21T04:10Z 58.5K followers, [----] engagements

"Ed Yardeni tells CNBC an earnings melt up is driving equities higher. The market strength reflects broader economic resilience this year"
X Link 2026-01-23T01:03Z 58.5K followers, 10.4K engagements

"GDP tracking above 5% corporate profits at record highs stocks broadening. Bullish sentiment is mounting faster than the rally itself. πŸ”’ Members-Only https://quicktak.es/9wru https://quicktak.es/9wru"
X Link 2026-01-23T04:58Z 58.4K followers, [----] engagements

"US economy just grew 4.4% with inflation still above target. The Fed faces calls to cut rates while [--] central banks meet this week. πŸ”’ Members-Only https://quicktak.es/kpyi https://quicktak.es/kpyi"
X Link 2026-01-26T03:40Z 58.5K followers, [----] engagements

"The financial press says everyone is selling America. Foreign investors just bought $1.5 trillion in US securities over the past year. πŸ”’ Members-Only https://quicktak.es/jhjv https://quicktak.es/jhjv"
X Link 2026-01-27T03:53Z 58.5K followers, [----] engagements

"Gold has jumped 2.5x since its [----] breakout. Bitcoin after hitting $125000 is back down to $90000. Trump's dollar comments sent gold to new highs while crypto struggles. πŸ”’ Members-Only https://quicktak.es/jl9s https://quicktak.es/jl9s"
X Link 2026-01-28T03:24Z 58.5K followers, [----] engagements

"Powell dodged questions seven times saying he has nothing for you. With the economy strong and no forward guidance expect no rate changes at his final meetings. 🟒 Open https://quicktak.es/a1rl https://quicktak.es/a1rl"
X Link 2026-01-29T03:19Z 58.5K followers, [----] engagements

"Ed Yardeni tells CNBC it's a bull market in everything with strength building in emerging markets alongside resilient US and global economies"
X Link 2026-01-29T18:41Z 58.7K followers, 13.2K engagements

"Silver crashed 28% on Friday. The CME raised margin requirements after the close not before. Corporate insiders still aren't buying the dip. πŸ”’ Members-Only https://quicktak.es/nbrl https://quicktak.es/nbrl"
X Link 2026-01-31T21:01Z 58.6K followers, [----] engagements

"AI is making tech more competitive than ever. Software stocks are getting hit as AI writes code better while semiconductor equipment makers stay resilient. 🟒 Open https://quicktak.es/b51c https://quicktak.es/b51c"
X Link 2026-02-04T03:16Z 58.8K followers, [----] engagements

"Investors spent two years chasing AI stocks. Now they're hunting for companies AI can't touch. Software and wealth managers are getting crushed in the rotation. πŸ”’ Members-Only https://quicktak.es/klip https://quicktak.es/klip"
X Link 2026-02-12T00:11Z 58.8K followers, [----] engagements

"The case for a return to Roaring Twenties growth. Ten reasons why the US economy could hit 3.6% real GDP growth again from productivity booms to onshoring trends. 🟒 Open https://www.youtube.com/watchv=wT3oHqVFGG4 https://www.youtube.com/watchv=wT3oHqVFGG4"
X Link 2026-02-13T13:05Z 58.8K followers, [----] engagements

"Start [----] with clearer market insights. Our recent calls: βœ“ No recession βœ“Disinflation trend βœ“ Bull market since Oct [----] βœ“ Accurate S&P [---] targets for [------] [--] QuickTakesemails weekly. 75% off just $7.25/month for two months. ➑ https://quicktak.es/x-newyear https://quicktak.es/x-newyear"
X Link 2026-01-01T20:49Z 58.8K followers, 12.9K engagements

"Personal saving rates are falling consumer spending is accelerating and household net worth just hit a record. Retirees are spending more while getting richer. πŸ”’ Members-Only https://quicktak.es/34bq https://quicktak.es/34bq"
X Link 2026-02-15T21:39Z 58.8K followers, [----] engagements

"The economy is booming and inflation is sticky at 3%. The Fed might not cut rates at all this year. πŸ”’ Members-Only https://quicktak.es/emtj https://quicktak.es/emtj"
X Link 2026-02-03T03:23Z 58.8K followers, [----] engagements

"Bull sentiment hit [----] this week. The market's selling off anyway. Energy and industrials are making new highs while tech craters. πŸ”’ Members-Only https://quicktak.es/abyr https://quicktak.es/abyr"
X Link 2026-02-05T04:07Z 58.8K followers, [----] engagements

"Alphabet just reported fabulous revenues and earnings. The stock market sold off anyway. πŸ”’ Members-Only https://quicktak.es/zshd https://quicktak.es/zshd"
X Link 2026-02-05T18:16Z 58.8K followers, [----] engagements

"Kevin Warsh sees a productivity boom ahead and believes inflation is a choice not inevitable. His vision for the Fed rejects old models in favor of pro-growth policy. 🟒 Open https://www.youtube.com/watchv=SjC_tJ_ePkQ https://www.youtube.com/watchv=SjC_tJ_ePkQ"
X Link 2026-02-06T13:05Z 58.8K followers, [----] engagements

"Tech stocks are crashing while hyperscalers plan to spend $650 billion on AI infrastructure. The Dow just hit a record high. πŸ”’ Members-Only https://quicktak.es/xx40 https://quicktak.es/xx40"
X Link 2026-02-06T14:13Z 58.8K followers, [----] engagements

"The Dow just hit [-----] for the first time. Four of the Mag-7 stocks in the index are underperforming this year. πŸ”’ Members-Only https://quicktak.es/ko3v https://quicktak.es/ko3v"
X Link 2026-02-07T20:10Z 58.8K followers, [----] engagements

"Ed Yardeni tells CNBC the market bounce back has to do with spending hyperscalers are planning"
X Link 2026-02-07T23:31Z 58.8K followers, 11.5K engagements

"Dr. Ed Yardeni vs. Dan Ives: Is [----] the Year to Rotate Out of Big Tech or Double Down on AI https://www.aol.com/articles/dr-ed-yardeni-vs-dan-103500520.html https://www.aol.com/articles/dr-ed-yardeni-vs-dan-103500520.html"
X Link 2026-02-09T21:00Z 58.8K followers, [----] engagements

"US stocks dominated global markets for [--] years. That ratio peaked in January and has been falling ever since. πŸ”’ Members-Only https://quicktak.es/m61u https://quicktak.es/m61u"
X Link 2026-02-10T03:30Z 58.8K followers, [----] engagements

"Investors are fleeing software and finance stocks for office REITs and trucking. Apparently those became the digital sectors when no one was looking. πŸ”’ Members-Only https://quicktak.es/b1dh https://quicktak.es/b1dh"
X Link 2026-02-13T03:07Z 58.8K followers, [----] engagements

"AI moves so fast it's making itself obsolete. Investors are fleeing any company that might be disrupted even the ones building it. πŸ”’ Members-Only https://quicktak.es/py0l https://quicktak.es/py0l"
X Link 2026-02-16T03:45Z 58.8K followers, [----] engagements

"Inflation is 2.4% and falling but the only thing keeping it above 2% is shelter costs. Everything else is already there. πŸ”’ Members-Only https://quicktak.es/lg64 https://quicktak.es/lg64"
X Link 2026-02-16T18:42Z 58.8K followers, [----] engagements

"A pivotal week ahead with Q4 GDP inflation data and Fed minutes. Markets are looking for clarity as the Dow crosses [-----] amid AI-driven uncertainty. 🟒 Open https://quicktak.es/qflk https://quicktak.es/qflk"
X Link 2026-02-17T01:05Z 58.8K followers, [----] engagements

"We are pleased to announce Yardeni QuickTakes A new service from our firm for individual investors. Analyses of the key variables driving the economy & markets. Daily insight news charts videos & more. ➑ Special launch offer One free month here: http://quicktak.es/tw-offer http://quicktak.es/tw-offer"
X Link 2022-06-23T21:30Z 48.2K followers, [---] engagements

"πŸ“Š Today's US economic indicators suggest that the "rolling recession" might be turning into a "rolling expansion." It seems the permabears will have to postpone their imminent recession yet again. The housing market is recovering from its recession that started early last year"
X Link 2023-06-27T17:07Z 38.9K followers, 94.9K engagements

"YARDENI RESEARCH QUICKTAKES (June [--] 2023). The market veteran Ed Yardeni says fears of an imminent recession are overblown because millions of baby boomers will soon retire and begin spending down their massive $75 trillion"
X Link 2023-06-27T21:36Z 37.3K followers, [--] engagements

"Bears argue that the rally's narrow breadth suggests it's a rally in a bear market. But most of the narrowing occurred since early March due to a contained banking crisis and weak growth in Europe and China"
X Link 2023-07-10T16:33Z 38.9K followers, [---] engagements

"In fact more than half of the 100+ industries we track have had double-digit gains since October 12"
X Link 2023-07-10T16:33Z 37.3K followers, [----] engagements

"πŸ“’πŸ“Š MARKET CALL: Hot But Sunny The stock market may be hot but the economic outlook remains sunny. Signs suggest the hottest sectors may cool off while the cooler sectors warm up. It's time for laggards to lead"
X Link 2023-07-24T17:54Z 38.9K followers, 15.9K engagements

"Tech and Communication Services stocks might chill while Energy Financials Industrials and Materials have their day in the sun. SMidCaps tend to outperform LargeCaps when recession fears abate as they are now"
X Link 2023-07-24T17:54Z 38.9K followers, [----] engagements

"πŸ“ˆ 10-year US Treasury bond yield hit 4.32% this week its highest since last year amidst inflation concerns and recent FOMC insights. As the goods sector hints at recovery all eyes are on Fed Chair Jerome Powell's upcoming Jackson Hole speech. Will there be a shift in policy direction πŸ¦πŸ” #EconomicUpdate #FedWatch #FOMC"
X Link 2023-08-18T18:20Z 38.9K followers, 10K engagements

"πŸ“ˆ Good news for the stock market as bond market performs well. 10-year US Treasury bond yield and TIPS yield both backed off from resistance levels easing concerns for technology stocks and MegaCap-8. #StockMarket #BondMarket"
X Link 2023-08-29T21:45Z 38.9K followers, [----] engagements

"🧡🍎 September: Prime for apple picking but historically tough on stocks 55% of Septembers since [----] saw downturns. Yet these selloffs can be the perfect time to snatch up fallen stocks for a year-end rally. The S&P [---] dipped towards its 50-day moving avg today. Why"
X Link 2023-09-06T21:10Z 38.9K followers, 14.2K engagements

"Here are [--] possibilities: [--] Bond yield reacts to oil + jitters over CPI & FOMC. [--] Saudi extends oil cut while US production surges. [--] CPI tensions rise: Will it be a happy or unhappy surprise [--] Uncertain FOMC outcomes. [--] Potential UAW strike affecting Detroit's big 3"
X Link 2023-09-06T21:10Z 37.2K followers, [---] engagements

"🧡The S&P [---] awaits a verdict on economic growth and its impact on inflation. The bond yield moved from 3.31% in April to 4.27% recently. A big week with key indicators could influence the Fed's decision on rate hikes on Sept [--]. πŸ“‰πŸ“ˆ"
X Link 2023-09-11T17:44Z 38K followers, [----] engagements

"In his presser last Wednesday Fed Chair Jerome Powell mentioned "careful" and "carefully" [--] times mostly to describe how the Fed will proceed from here. That sounds like good advice for investors right now. Read our full take here:"
X Link 2023-09-25T21:54Z 36.8K followers, 38.5K engagements

"This is a big week for two big issues troubling the bond market namely inflation and the US federal budget deficit. The BIG event will be September's CPI (Thu). September's PPI (Wed) will be released the day before. Our full take and what to watch:"
X Link 2023-10-09T17:52Z 38.9K followers, [----] engagements

"πŸ§΅πŸ“‰ Despite positive economic news the stock market faced a sharp selloff for the third consecutive day. This occurred even as bond yields fell suggesting reactions to stock market weakness rather than economic indicators"
X Link 2023-10-27T22:25Z 37.3K followers, 25.2K engagements

"🏦 The decline was driven by disappointing Q3 earnings from tech giants like Google & Facebook affecting communication & tech stocks. Conversely Microsoft IBM Intel & Amazon exceeded expectations but the overall market sentiment remained cautious"
X Link 2023-10-27T22:25Z 37K followers, [----] engagements

"πŸ“Š The market selloff might indicate a reevaluation of market values following bond yield hikes. However despite the recent declines forward earnings and various economic indicators (GDP growth capital goods orders low unemployment) suggest underlying economic strength"
X Link 2023-10-27T22:25Z 37.3K followers, [----] engagements

"See our full take and charts here. Become a QuickTakes member today to get daily concise analysis of the key variables driving the global economy and financial markets"
X Link 2023-10-27T22:25Z 37.2K followers, [----] engagements

"πŸ“ˆ This week's market rally aligns with the Q3 Productivity Report showing strong growth and controlled inflation. A 5.9% output jump and lower labor costs hint at a prosperous productivity-driven economy ahead. QuickTakes members get daily updates"
X Link 2023-11-02T20:24Z 37.3K followers, 123.3K engagements

"Check out the latest article in my newsletter: Construction Is Booming via @LinkedIn"
X Link 2023-12-08T22:35Z 38K followers, [----] engagements

"Check out the latest article in my newsletter: The Fed: Tightening Or Merely Normalizing via @LinkedIn"
X Link 2023-12-15T22:10Z 38.6K followers, [----] engagements

"Check out the latest article in my newsletter: A Dozen Reasons To Remain Bullish In [----] via @LinkedIn"
X Link 2023-12-22T17:42Z [--] followers, [----] engagements

"Jerome Powell's recent "60 Minutes" appearance sheds light on the Federal Reserve's optimistic outlook: a potential easing of interest rates within the year amidst positive strides in inflation control. But what does this mean for the economy & market"
X Link 2024-02-06T19:35Z 40K followers, [----] engagements

"1/4 🧡 The S&P 500's surge to a record high up 4% YTD is largely driven by the powerhouse MegaCap-8 soaring 7.6% to outshine the rest. But peel back this layer and the S&P's gain without them would stand at just 2.5%. A tale of two markets"
X Link 2024-02-07T18:52Z 47.8K followers, 17.6K engagements

"2/4 πŸš€ Diving deeper the MegaCap-8 now command an astonishing 28.3% of the S&P 500s market cap influencing not just overall performance but setting benchmarks in earnings and revenue growth too"
X Link 2024-02-07T18:52Z 40.1K followers, [----] engagements

"1/4 🧡 In the current bull market have the MegaCap-8 been hoarding all the gains leaving crumbs for the rest of the S&P [---] Think again. While these giants have indeed soared they've not starved the broader market. Since Oct [--] [----] the S&P [---] has leapt by 39.6%"
X Link 2024-02-09T22:43Z 40.2K followers, 22K engagements

"2/4 πŸ“Š Diving into sectors Information Technology and Communication Services homes to [--] of the MegaCap-8 have skyrocketed with gains of 80% and 69% respectively. Yet the wealth has been widespread with over half the industries in the S&P [---] up 20%+ during this bull run"
X Link 2024-02-09T22:43Z 40.2K followers, [----] engagements

"3/4 πŸ‚ Beyond the behemoths sectors like Industrials Consumer Discretionary Financials and Materials have seen substantial gains ranging from 21% to 37%. It's a broad bull market with only a few sectors lagging. The narrative Success isn't limited to the top-tier stocks"
X Link 2024-02-09T22:43Z 40.2K followers, [----] engagements

"1/3 🚨 Contrary Indicator Alert The surge in custodial investment accounts among teens particularly in tech stocks signals a market frenzy that could lead to a rapid meltup or meltdown. Caution is advised. Tech and MegaCap-8 stocks are soaring but what's next"
X Link 2024-02-19T18:56Z 40.6K followers, 27.1K engagements

"2/3 πŸ› Experts weigh in: Joe Feshback sees tech's parabolic rise especially Nvidia as a potential climax while Michael Brush notes insider buying trends signal confidence amidst fears. Are we on the brink of a market shift"
X Link 2024-02-19T18:56Z 40.6K followers, [----] engagements

"1/3 πŸ‚ In Oct '22 the Bull/Bear Ratio (BBR) hit a cyclical low of [----] signaling a bear market bottom. Fast forward the S&P [---] has surged 44.7% past these lows. Now with a BBR of [----] sentiment is at its most bullish since Dec '17. Are we too bullish"
X Link 2024-03-15T21:16Z 41.3K followers, 19.2K engagements

"YARDENI RESEARCH "OUR CHARTS" (March [--] 2024). Is the S&P [---] Energy stock price index about to break out Below is one of the Treasure trove of automatically updated charts Have a look. Tell us what you think. Suggestions welcomed. ------------------------------------------------ NOTE: We will be posting a limited selection of our QuickTakes on LinkedIn. To avoid missing any of them sign up for a paid membership now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your free first month of paid membership #economy #economics #macroeconomics #markets #investing"
X Link 2024-03-21T14:49Z 41.4K followers, 10.1K engagements

"1/3 πŸ“ˆ Powell & Co. surprised markets with a dovish stance sticking to the December projection of three 25bps rate cuts despite raising GDP and core PCE inflation forecasts. The S&P [---] hit a new high as Powell reaffirmed the Fed's cautious approach to rate adjustments"
X Link 2024-03-21T15:36Z 41.4K followers, 13.5K engagements

"YARDENI RESEARCH "OUR CHARTS" (March [--] 2024). Will the bulls continue to stampede Below is one of the Treasure trove of automatically updated charts Have a look. Tell us what you think. Suggestions welcomed. ------------------------------------------------ NOTE: We will be posting a limited selection of our QuickTakes on LinkedIn. To avoid missing any of them sign up for a paid membership now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your free first month of paid membership #economy #economics #macroeconomics #markets #investing #money #innovation"
X Link 2024-03-25T15:39Z 41.4K followers, 14.9K engagements

"YARDENI RESEARCH "OUR CHARTS" (April [--] 2024). Is the goods recession over Below is one of the Treasure trove of automatically updated charts Have a look. Tell us what you think. Suggestions welcomed. ------------------------------------------------ NOTE: We will be posting a limited selection of our QuickTakes on LinkedIn. To avoid missing any of them sign up for a paid membership now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your free first month of paid membership http://www.yardeni.com http://www.yardeni.com"
X Link 2024-04-02T16:07Z 41.6K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (April [--] 2024). Will China's deflation keep a lid on US goods inflation Below is one of the Treasure trove of automatically updated charts Have a look. Tell us what you think. Suggestions welcomed. ------------------------------------------------ NOTE: We will be posting a limited selection of our QuickTakes on LinkedIn. To avoid missing any of them sign up for a paid membership now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your free first month of paid membership http://yardeni.com http://yardeni.com"
X Link 2024-04-07T16:56Z 41.7K followers, 11.6K engagements

"Max is ready for the eclipse. He regularly appears in Dr. Ed's webchats. ------------------------------------------------ NOTE: To avoid missing any of them sign up now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your first-month free membership http://yardeniquicktakes.com http://yardeniquicktakes.com"
X Link 2024-04-07T19:13Z 41.7K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (April [--] 2024). Will depressed small business owners depress the economy Below is one of the Treasure trove of automatically updated charts Have a look. Tell us what you think. Suggestions welcomed. ------------------------------------------------ NOTE: We will be posting a limited selection of our QuickTakes on LinkedIn. To avoid missing any of them sign up for a paid membership now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your free first month of paid membership http://yardeni.com http://yardeni.com"
X Link 2024-04-10T15:37Z 41.8K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (April [--] 2024). Will online shopping continue to lead retail sales to new highs This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts Have a look. Tell us what you think. Suggestions welcomed. ------------------------------------------------ NOTE: We will be posting a limited selection of our QuickTakes on LinkedIn. To avoid missing any of them sign up for a paid membership now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your free first month of paid"
X Link 2024-04-16T15:48Z 41.9K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (April [--] 2024). Did the unemployment rate remain below 4.0% in April for the 27th month in a row This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts Have a look. Tell us what you think. Suggestions welcomed. #economy #economics #macroeconomics #markets #investing #money #innovation #management #humanresources #technology #productivity #future #business #leadership #linkedin #Fed #federalreserve #monetarypolicy #centralbanks #inflation #marketoutlook#financialmarkets #stockmarket"
X Link 2024-04-19T15:32Z 42.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (April [--] 2024). Is the rolling recession in the manufacturing sector turning into a rolling recovery This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. #economy #economics #macroeconomics #markets #investing #money #innovation #management #humanresources #technology #productivity #future #business #leadership #linkedin #Fed #federalreserve #monetarypolicy #centralbanks #inflation #marketoutlook #financialmarkets"
X Link 2024-04-30T15:52Z 42.3K followers, [----] engagements

"1/4 πŸš— Auto-related inflation since Jan 2020: new autos up 21% maintenance 34.8% and insurance 44.6% all outpacing the overall 20.6% CPI increase. With light trucks now 80.7% of vehicle sales up from 50% in [----] are Americans driving the inflation by choosing pricier trucks"
X Link 2024-05-07T22:46Z 42.4K followers, 11.3K engagements

"1/4 🚨 Rising jobless claims hit [------] the highest since last Aug hinting at potential economic slowdown. Despite this the four-week average remains low at [------] suggesting continued stability. April's slight rise in unemployment to 3.9% sparks debates on recession risks"
X Link 2024-05-09T21:36Z 42.7K followers, [----] engagements

"2/4 βš– Despite fears the labor market shows resilience. Wages are stabilizing and quits return to pre-pandemic levels indicating a cautious yet robust employment scene. With S&P [---] forward earnings at record highs the argument for an imminent economic downturn weakens"
X Link 2024-05-09T21:36Z 42.7K followers, [---] engagements

"YARDENI RESEARCH "OUR CHARTS" (May [--] 2024). Will the federal deficit problem require a debt crisis to force politicians to fix it This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-05-14T15:24Z 42.8K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (May [--] 2024). Is the PCED inflation rate on track to fall to the Fed's 2.0% target by the end of this year This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-05-16T14:53Z 42.9K followers, [----] engagements

"Watch Eric Wallerstein Chief Markets Strategist of Yardeni Research on CNBC today at 3:00 p.m. (May 21) for a discussion on the stock market. NOTE: For more detailed discussions sign up now have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your first-month free membership http://quicktak.es/LI-offe http://yardeniquicktakes.com http://yardeniquicktakes.com http://quicktak.es/LI-offe http://yardeniquicktakes.com http://yardeniquicktakes.com"
X Link 2024-05-21T17:16Z 42.9K followers, [----] engagements

"YARDENI RESEARCH IN FINANCIAL TIMES (May [--] 2024). Why economist forecasts of a US recession were so wrong The factors that explain why a contraction has been a no-show Click the link below to see the full article: ------------------------------------------------ NOTE: We will be posting a limited selection of our QuickTakes on LinkedIn. To avoid missing any of them sign up for a paid membership now on and have them delivered to your inbox as soon as they are posted. SPECIAL OFFER: Get your free first month of paid membership here: http://quicktak.es/LI-offer http://yardeniquicktakes.com"
X Link 2024-05-22T16:08Z 43K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (May [--] 2024). Are soaring CPI prices of auto-related items a main reason why many consumers believe inflation is still a big problem This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-05-29T15:30Z 43.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (May [--] 2024). Does weakness in existing home sales explain why home improvement retail stock prices have stalled This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-05-31T15:41Z 44.3K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (June [--] 2024). Will the dollar remain strong against the major currencies This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-06-04T14:36Z 43.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (June [--] 2024). Is the bond rally over This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-06-07T14:51Z 43.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (June [--] 2024). Do geopolitical crises tend to create buying opportunities in the stock market This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-06-14T16:00Z 43.6K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (June [--] 2024). Is the stock market in a momentum-driven meltup This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-06-19T01:05Z 43.7K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (July [--] 2024). Will improving breadth of positive earnings growers in S&P [---] help to broaden the stock markets price rally This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-07-02T15:24Z 44K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Jul [--] 2024). Is it still a bull market without the Magnficent-7 This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-07-08T16:28Z 44.3K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Jul [--] 2024). Is the financials sector on the verge of breaking out to new highs led by the banks This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-07-10T18:01Z 44.1K followers, [----] engagements

"YARDENI RESEARCH QUICKTAKES (July [--] 2024). Is the bull market in stocks broadening or rotating This is an example of the questions we answer for our members. Below is one of the treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-07-19T15:28Z 44.3K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (July [--] 2024). Are there too many bulls This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-07-25T16:05Z 44.4K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (July [--] 2024). Will the stock market continue to rotate This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-07-26T03:33Z 44.4K followers, [----] engagements

"1/4 🚨 Geopolitical risk surged after a rocket strike from Lebanon killed [--] in Israel's Golan Heights prompting Israeli retaliation on Hezbollah targets. Despite Middle East turmoil the stock market remains focused on earnings valuations and sector rotations"
X Link 2024-07-29T01:52Z 44.3K followers, [----] engagements

"2/4 πŸ“ˆ Investors are eyeing improved earnings forecasts with S&P [---] forward earnings hitting new highs. However valuations are stretched particularly for MegaCap stocks. SMidCaps are cheaper but face earnings stagnation"
X Link 2024-07-29T01:52Z 44.3K followers, [----] engagements

"3/4 πŸ“Š Market sentiment is highly bullish which could signal caution. Insider activity shows increased buying in regional banks hinting at expectations of Fed rate cuts. We anticipate a strong year-end rally leading to new highs"
X Link 2024-07-29T01:52Z 44.3K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (August [--] 2024). How much longer will it take to unwind the carry trade This is an example of the questions we answer for our members. Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-08-05T16:51Z 45.1K followers, 11.1K engagements

"YARDENI RESEARCH "OUR CHARTS" (August [--] 2024). Is Japan's carry-trade earthquake already over This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-08-06T16:33Z 45.1K followers, [----] engagements

"Blaming the Sahm Rule Carry Trades & Too Many Bulls. The stock markets adverse reaction to Fridays jobs report apparently was to price in a hard landing and to expect a series of federal funds rate (FFR) cuts by the Fed including a 50-basis-point cut in September. Helping to unnerve investors was that the increase in the unemployment rate might have triggered the Sahm Rule implying that the jobless rate is about to soar as it has in the past once the rule was triggered. In his presser Powell dismissed the Sahm Rule as a statistical regularity. We agree. We acknowledge that the tightening of"
X Link 2024-08-09T16:27Z 48.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (August [--] 2024). Why are consumers still shopping and not dropping despite all the warnings that they are stretched and that the labor market is weak This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-08-15T17:17Z 48.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (August [--] 2024). Are grocery stores price gouging This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-08-22T15:38Z 48.2K followers, [----] engagements

"Check out the latest article in my newsletter: Artificial Intelligence: The Good the Bad & the Ugly via @LinkedIn https://www.linkedin.com/pulse/artificial-intelligence-good-bad-ugly-edward-yardeni-hkk8e https://www.linkedin.com/pulse/artificial-intelligence-good-bad-ugly-edward-yardeni-hkk8e"
X Link 2024-08-23T17:45Z 48.2K followers, [----] engagements

"🧡 1/4: This weeks economic data includes consumer confidence on Tuesday jobless claims Thursday and personal income and spending Friday. July's PCED inflation likely remains low keeping the Fed dovish. Expect a potential upside surprise in spending. #Economy #Fed"
X Link 2024-08-26T17:05Z 48.2K followers, [----] engagements

"πŸ“ˆ 2/4: Nvidias earnings on Wednesday could be the week's big story. $NVDA has surged 1000% since October [----] powered by AI investments. Nvidia remains central to the market rally as demand grows across industries. #AI #Stocks #Nvidia"
X Link 2024-08-26T17:05Z 48.2K followers, [---] engagements

"🏑 3/4: Housing and durable goods are also in focus. With mortgage rates dropping pending home sales could rise. Durable goods orders may stay flat but capital goods shipments reached record highs in June. #Economy #Housing #Inflation"
X Link 2024-08-26T17:05Z 48.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (September [--] 2024). Is the M-PMI another misleading economic indicator In today's QuickTakes titled "Looking For Black Swans In September" we observe that real GDP of goods is at a record high while the M-PMI has been below [----] almost every month since November [----]. This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com https://lnkd.in/efdyHYGa http://yardeni.com https://lnkd.in/efdyHYGa"
X Link 2024-09-04T01:42Z 48.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Sept [--] 2024). How much longer will Chinas economy remain weak This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-09-04T15:05Z 48.2K followers, [----] engagements

"Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates to avert a recession and to stop the unemployment rate from rising by boosting economic growth We had a glimpse of the answer in early August: The carry trade is still unwinding. Expectations that the Fed will lower our interest rates while the Bank of Japan raises their interest rates are boosting the yen and forcing traders to unwind their carry trades which were executed when they borrowed yen at near-zero interest rates to buy assets with higher returns in other currencies especially the"
X Link 2024-09-08T19:46Z 48.2K followers, 175K engagements

"The sentiment indicators have turned less bullish but perhaps not bearish enough to make a bottom in stock prices. That should change when they are updated with Friday's sentiment which must have turned more bearish as stock prices plunged. https://www.yardeniquicktakes.com/market-technicals-2/ https://www.yardeniquicktakes.com/market-technicals-2/"
X Link 2024-09-08T22:13Z 48.2K followers, 28.7K engagements

"Check out the latest article in my newsletter: This Time Has Been Different So Far Though Past Performance Is Not A Guarantee of Future Results via @LinkedIn https://www.linkedin.com/pulse/time-has-been-different-so-far-though-past-guarantee-future-yardeni-mszxe https://www.linkedin.com/pulse/time-has-been-different-so-far-though-past-guarantee-future-yardeni-mszxe"
X Link 2024-09-09T02:20Z 48.2K followers, [----] engagements

"Yardeni Research on Bloomberg. Carry Trade to Unwind Further on a [--] Bps Cut"
X Link 2024-09-09T22:07Z 48.2K followers, 44.9K engagements

"'Ultra dovish' cuts may be off the table after CPI report says Ed Yardeni. Ed Yardeni Yardeni Research president joins CNBC's 'Squawk on the Street' to discuss if core CPI report should be threatening to rate cuts thoughts about the proposed overhaul of Basel Endgame & more"
X Link 2024-09-11T19:50Z 48.2K followers, 10.8K engagements

"The markets expected 6-7 Fed rate cuts in [----] while Eric & I saw 2-3 max. Our confidence in the economys resilience has been accurate so farno cuts yet. However after Fridays weak jobs report even our one-and-done outlook for [----] seems less likely https://quicktak.es/5hlz https://quicktak.es/5hlz"
X Link 2024-09-13T19:40Z 48.2K followers, [----] engagements

"1/3 πŸ“ˆ Today the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate to 3.0% (saar) from 2.5% following the release of solid retail sales and industrial production reports for August"
X Link 2024-09-17T21:20Z 48.2K followers, 11.2K engagements

"3/3 πŸ’Ό Today's [--] reports along with August's payroll employment gain confirm that the Index of Coincident Economic Indicators (CEI) rose to yet another record high last month. The y/y growth rates of the CEI and real GDP are highly correlated & both are rising at a solid pace"
X Link 2024-09-17T21:20Z 48.2K followers, [----] engagements

"3/3: Read our full write-up below which is available to the public. Become a QuickTakes paid member today to receive daily concise analyses of the key variables driving the global economy and financial markets. See our pinned tweet for a free month https://www.yardeniquicktakes.com/powell-co-slams-the-pedal-to-the-metal/ https://www.yardeniquicktakes.com/powell-co-slams-the-pedal-to-the-metal/"
X Link 2024-09-19T20:45Z 48.2K followers, [----] engagements

"Check out the latest article in my newsletter: Raising Odds Of A Meltup via @LinkedIn https://www.linkedin.com/pulse/raising-odds-meltup-edward-yardeni-esdse https://www.linkedin.com/pulse/raising-odds-meltup-edward-yardeni-esdse"
X Link 2024-09-20T11:58Z 48.2K followers, [----] engagements

"Below is a clip from Dr. Ed's latest webchat: View it on Yardeni QuickTakes. ------------------------------------------------ NOTE: To avoid missing any of them sign up now have them delivered to your inbox as soon as they are posted. http://yardeniquicktakes.com http://yardeniquicktakes.com"
X Link 2024-09-23T17:34Z 48.2K followers, [----] engagements

"Check out the latest article in my newsletter: China Goes For Broke via @LinkedIn https://www.linkedin.com/pulse/china-goes-broke-edward-yardeni-grywe https://www.linkedin.com/pulse/china-goes-broke-edward-yardeni-grywe"
X Link 2024-09-27T22:07Z 48.1K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Oct [--] 2024). Does the increased geopolitical turmoil in the Middle East threaten the current bull market This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-10-01T19:03Z 48.2K followers, 17.3K engagements

"Check out the latest article in my newsletter: No Hard Feelings via @LinkedIn https://www.linkedin.com/pulse/hard-feelings-edward-yardeni-yigne https://www.linkedin.com/pulse/hard-feelings-edward-yardeni-yigne"
X Link 2024-10-06T15:15Z 48.2K followers, [----] engagements

"YARDENI RESEARCH QUICKTAKES (October [--] 2024). Happy Second Birthday To The Young Bull The S&P 500's latest bull market turned two-years old on Saturday. It started on October [--] [----]. Sentiment was extremely bearish back then. There were widespread fears of a recession caused by the tightening of monetary policy. Those fears lingered through October [--] of this year when a stronger-than-expected employment report once again confirmed that the young bull correctly discounted that inflation would fall while the economy remained resilient. That's been our forecast since early [----]. To see the"
X Link 2024-10-13T20:27Z 47.9K followers, [----] engagements

"Check out the latest article in my newsletter: The Widely Feared Phantom Recession Is Over via @LinkedIn https://www.linkedin.com/pulse/widely-feared-phantom-recession-over-edward-yardeni-kiqhe https://www.linkedin.com/pulse/widely-feared-phantom-recession-over-edward-yardeni-kiqhe"
X Link 2024-10-14T18:27Z 47.8K followers, [----] engagements

"In a free-wheeling conversation withInvezz Yardeni shares why the Feds [--] bps rate cut in September was too much too soon and why it should put the brakes on monetary easing for now. https://invezz.com/news/2024/10/17/interview-ed-yardeni-says-us-fed-cut-interest-rates-too-much-too-soon/# https://invezz.com/news/2024/10/17/interview-ed-yardeni-says-us-fed-cut-interest-rates-too-much-too-soon/#"
X Link 2024-10-21T16:58Z 50.4K followers, [----] engagements

"πŸ“ˆ We predicted the bond yield surge and gold's breakout to new highs. The markets are aligning with our views on the Fed's policies & rising geopolitical risks. πŸ”Ž Find out why we believe the economy doesn't need more stimulus. Read our full take here: https://quicktak.es/f8no https://quicktak.es/f8no"
X Link 2024-10-21T21:32Z 48.1K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Oct [--] 2024).In our April [--] QuickTakes we wrote: "We would also add to precious metals positions under the circumstances." We were alluding to rising geopolitical risks as a good reason for being bullish on gold and silver. We noted that the prices of both gold and silver were breaking out to the upside (chart). This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-10-22T00:24Z 48.1K followers, [----] engagements

"1/3 πŸ’Ό We've been asked to comment on yesterday's grim forecast by economists at Goldman Sachs that the S&P [---] will produce annualized returns of only 3% (before accounting for inflation) over the next [--] years"
X Link 2024-10-23T00:41Z 56.2K followers, 31.4K engagements

"YARDENI RESEARCH (October [--] 2024). We've been recommending overweighting the US in global equity portfolios since [----]. We still are. We started writing about the Roaring 2020s in the US in [----]. For example on August [--] [----] we wrote: "We live in interesting though not unprecedented times. The Roaring 1920s could be a precedent for the Roaring 2020s. As Mark Twain observed: 'History doesnt repeat itself but it often rhymes.'" The only problem we have with The Economist story below is that it is on the front cover of this week's magazine. Front cover stories like this one have often been"
X Link 2024-10-23T00:55Z 56.2K followers, 14.3K engagements

"Check out the latest article in my newsletter: Lost Decade Ahead For Stocks With Only 3% Annual Returns via @LinkedIn https://www.linkedin.com/pulse/lost-decade-ahead-stocks-only-3-annual-returns-edward-yardeni-92t0f https://www.linkedin.com/pulse/lost-decade-ahead-stocks-only-3-annual-returns-edward-yardeni-92t0f"
X Link 2024-10-23T01:09Z 49K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Oct [--] 2024). Is Goldmans 3% forecast for the annual total return of the S&P [---] over the next [--] years too pessimistic This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-10-23T15:33Z 56.2K followers, [----] engagements

"The 10-year US Treasury bond yield has risen a whopping [--] basis points to 4.25% since the Fed's Sept meeting. In polls Bond Vigilantes are saying they are voting against Jerome Powell's dovish monetary policy. Watch Ed's weekly podcast as he discusses: https://youtu.be/Hd6Kyq58YZc https://youtu.be/Hd6Kyq58YZc"
X Link 2024-10-25T23:23Z 56.2K followers, [----] engagements

"Check out the latest article in my newsletter: The Case for a Higher R-Star via @LinkedIn https://www.linkedin.com/pulse/case-higher-r-star-edward-yardeni-vm4xe https://www.linkedin.com/pulse/case-higher-r-star-edward-yardeni-vm4xe"
X Link 2024-10-26T01:58Z 56.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Oct [--] 2024). Are the Bond Vigilantes voting against Fed Proposition No. [--] (i.e. another 25bps rate cut right after the elections) This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-10-28T19:43Z 56.2K followers, [----] engagements

"1/3 πŸ’Ό YARDENI RESEARCH IN THE PRESS (October [--] 2024).In contrast Yardeni Research offers a more optimistic view arguing that the likelihood of a lost decade may be overstated"
X Link 2024-10-29T23:54Z 56.2K followers, [----] engagements

"2/3 πŸ“Š Yardenis position centers on the view that the U.S. economy is seeing a Roaring 2020s productivity boom with real GDP growth currently at 3% and inflation moderated to around 2%"
X Link 2024-10-29T23:54Z 56.2K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Oct [--] 2024). Why has the stock market rally stopped broadening since the Fed's rate cut This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-10-31T20:22Z 56.2K followers, [----] engagements

"Check out the latest article in my newsletter: Ten Useless Macroeconomic Theories via @LinkedIn https://www.linkedin.com/pulse/ten-useless-macroeconomic-theories-edward-yardeni-hndle https://www.linkedin.com/pulse/ten-useless-macroeconomic-theories-edward-yardeni-hndle"
X Link 2024-11-02T01:12Z 48.3K followers, [----] engagements

"Its difficult to count the number of mainstream macro theories that weve debunked over the past few years. Below is a review of the [--] widely held macro theories that havent held water and the reasons that theyve led many astray: https://www.yardeniquicktakes.com/deep-dive-ten-useless-macroeconomic-theories/ https://www.yardeniquicktakes.com/deep-dive-ten-useless-macroeconomic-theories/"
X Link 2024-11-06T19:56Z 48.3K followers, [----] engagements

"1/2 The veteran stock watcherEd Yardeni expects the party to continue. Over the weekend he raised his forecasts for the market benchmark lifting his call to [-----] for the close of the decade at the end of [----] from the [----] he forecast on Oct. 18"
X Link 2024-11-11T18:05Z 48.7K followers, 21.8K engagements

"YARDENI RESEARCH "OUR CHARTS" (Nov [--] 2024). Is the S&P [---] confirming that the US is on the Roaring 2020s track If so will it end badly This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com"
X Link 2024-11-12T15:26Z 48.6K followers, [----] engagements

"1/2 Yardeni Research President Ed Yardeni explains his unbridled bullish outlook despite potential geopolitical turmoil under the incoming Trump administration. Ed speaks with Tom Keene and Paul Sweeney on Bloomberg Radio"
X Link 2024-11-14T19:21Z 48.6K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Nov [--] 2024). Is inflation getting stuck north of the Fed's 2.0% target This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. http://yardeni.com http://yardeni.com http://yardeni.com http://yardeni.com"
X Link 2024-11-14T20:24Z 48.8K followers, [----] engagements

"1/3 Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on Friday in prepared remarks for aspeechstarts at 19:00 to business leaders in Dallas"
X Link 2024-11-17T20:59Z 48.9K followers, [----] engagements

"2/3 He said that "the economy is not sending any signals that we need to be in a hurry to lower rates.""
X Link 2024-11-17T20:59Z 50.4K followers, [----] engagements

"3/3 That's what we've been saying since Powell & Co. started the Fed's latest monetary easing dance on September [--] when they cut the federal funds rate (FFR) by 50bps which we believed was too much too soon. To see thearticle click on the link below. https://www.yardeniquicktakes.com/market-call-35/ https://www.yardeniquicktakes.com/market-call-35/"
X Link 2024-11-17T20:59Z 50.4K followers, [----] engagements

"YARDENI RESEARCH "OUR CHARTS" (Nov [--] 2024). Now that the unemployment rate is around 4% and the inflation rate is around 2% is the Fed's easing overstimulating a strong economy This is an example of the questions we answer for our members. Below is one of the Treasure troves of automatically updated charts on Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market. SPECIAL OFFER: Get your free first month of paid membership here: http://quicktak.es/LI-offer http://yardeni.com http://quicktak.es/LI-offer http://yardeni.com"
X Link 2024-11-23T02:14Z 49K followers, [----] engagements

"Yardeni on CNBC: Ed Yardeni shares why the S&P [---] could hit [----] next year. πŸ“Š Stay ahead with expert insightssign up for Yardeni QuickTakes for daily market updates: Watch the video below http://yardeniquicktakes.com http://yardeniquicktakes.com"
X Link 2024-11-27T17:21Z 49.3K followers, 26.4K engagements

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