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# ![@yardeni Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::17882258.png) @yardeni Yardeni Research

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

### Engagements: [------] [#](/creator/twitter::17882258/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17882258/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::17882258/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17882258/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::17882258/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17882258/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::17882258/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::17882258/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [financial services](/list/financial-services)  [us election](/list/us-election)  [travel destinations](/list/travel-destinations)  [events](/list/events) 

**Social topic influence**
[inflation](/topic/inflation) #973, [stocks](/topic/stocks) #3387, [linkedin](/topic/linkedin), [treasure](/topic/treasure), [ai](/topic/ai), [bullish](/topic/bullish), [fed](/topic/fed) #676, [gdp](/topic/gdp), [tariffs](/topic/tariffs), [sentiment](/topic/sentiment)

**Top accounts mentioned or mentioned by**
[@linkedin](/creator/undefined) [@mikezaccardi](/creator/undefined) [@dziedzicinvest](/creator/undefined) [@common8er](/creator/undefined) [@bull2035](/creator/undefined) [@beneellsworth](/creator/undefined) [@cvpayne](/creator/undefined) [@reematendulkar](/creator/undefined) [@cnbctv18news](/creator/undefined) [@ailliwre](/creator/undefined) [@rymondinckenya](/creator/undefined) [@observationdesk](/creator/undefined) [@markmcruden](/creator/undefined) [@ryan554](/creator/undefined)

**Top assets mentioned**
[Treasure (MAGIC)](/topic/treasure) [April (APRIL)](/topic/april) [Bitcoin (BTC)](/topic/bitcoin) [Rally (RLY)](/topic/rally) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase)
### 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](https://x.com/yardeni/status/1790047111045685472)  2024-05-13T15:51Z 57.3K followers, [----] engagements


"Why are Chinese and European stocks beating US stocks #stocks #sp500"  
[X Link](https://x.com/yardeni/status/1891836097845436783)  2025-02-18T13:04Z 51.2K followers, [----] engagements


"Is Walmart's disappointing guidance reason for concern about the consumer the economy and the stock market #sp500 #walmart #stocks"  
[X Link](https://x.com/yardeni/status/1892923468041109777)  2025-02-21T13:04Z 51.3K followers, 10.4K 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](https://x.com/yardeni/status/1978669833718768121)  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](https://x.com/yardeni/status/1978841704653287544)  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](https://x.com/yardeni/status/1978845401009512514)  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](https://x.com/yardeni/status/1981202497063584128)  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](https://x.com/yardeni/status/1981552370988245396)  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](https://x.com/yardeni/status/1985538135095165311)  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](https://x.com/yardeni/status/1989167800762372189)  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](https://x.com/yardeni/status/1989724160461779228)  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](https://x.com/yardeni/status/1993355937885618489)  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](https://x.com/yardeni/status/1994087928734056756)  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](https://x.com/yardeni/status/1997799111689388245)  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](https://x.com/yardeni/status/1998245057732726786)  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](https://x.com/yardeni/status/1998875909080645917)  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](https://x.com/yardeni/status/2000036599757709331)  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](https://x.com/yardeni/status/2000764650330218501)  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](https://x.com/yardeni/status/2001522960230699307)  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](https://x.com/yardeni/status/2001864898419053038)  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](https://x.com/yardeni/status/2002839330536984777)  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](https://x.com/yardeni/status/2002936232905469983)  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](https://x.com/yardeni/status/2003311204287070319)  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](https://x.com/yardeni/status/2003597575060861297)  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](https://x.com/yardeni/status/2003908393774338253)  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](https://x.com/yardeni/status/2005007115505590388)  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](https://x.com/yardeni/status/2005736931594760611)  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](https://x.com/yardeni/status/2005749704479412288)  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](https://x.com/yardeni/status/2006399617957495107)  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](https://x.com/yardeni/status/2006815783754592401)  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](https://x.com/yardeni/status/2006839039610204552)  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](https://x.com/yardeni/status/2007075509377585527)  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](https://x.com/yardeni/status/2007135931623465187)  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](https://x.com/yardeni/status/2007909234491420830)  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](https://x.com/yardeni/status/2008371523812225511)  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](https://x.com/yardeni/status/2008746242377945192)  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](https://x.com/yardeni/status/2009351863397650719)  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](https://x.com/yardeni/status/2009369364026269751)  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](https://x.com/yardeni/status/2009612218346713496)  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](https://x.com/yardeni/status/2009840475470016779)  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](https://x.com/yardeni/status/2010440164678516884)  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](https://x.com/yardeni/status/2010543358330998899)  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](https://x.com/yardeni/status/2010783862608048574)  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](https://x.com/yardeni/status/2010847848527512018)  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](https://x.com/yardeni/status/2010848646997148148)  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](https://x.com/yardeni/status/2011275408176566456)  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](https://x.com/yardeni/status/2011618237750886713)  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](https://x.com/yardeni/status/2012148973440520334)  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](https://x.com/yardeni/status/2012942719883067587)  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](https://x.com/yardeni/status/2013440490922807362)  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](https://x.com/yardeni/status/2013746099027103917)  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](https://x.com/yardeni/status/2014172815457399066)  2026-01-22T03:06Z 58.3K 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](https://x.com/yardeni/status/2013826472641708299)  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](https://x.com/yardeni/status/2014504246041837897)  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](https://x.com/yardeni/status/2014563321890869531)  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](https://x.com/yardeni/status/2015630921844543602)  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](https://x.com/yardeni/status/2015996582429077520)  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](https://x.com/yardeni/status/2016351607571546214)  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](https://x.com/yardeni/status/2016712760214569426)  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](https://x.com/yardeni/status/2016944714151260189)  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](https://x.com/yardeni/status/2017704905939521889)  2026-01-31T21:01Z 58.6K 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](https://x.com/anyuser/status/2023242284364386516)  2026-02-16T03:45Z 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](https://x.com/anyuser/status/2018525747128778911)  2026-02-03T03:23Z 58.8K followers, [----] engagements


"Ed Yardeni tells CNBC the market bounce back has to do with spending hyperscalers are planning"  
[X Link](https://x.com/anyuser/status/2020279266848432229)  2026-02-07T23:31Z 58.8K followers, 11.6K 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](https://x.com/anyuser/status/2020712840911306867)  2026-02-09T04:14Z 58.8K followers, [----] 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](https://x.com/anyuser/status/2020965959033643234)  2026-02-09T21:00Z 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](https://x.com/anyuser/status/2022145535843484057)  2026-02-13T03:07Z 58.8K followers, [----] engagements


"Mother of All Credit Bubbles https://www.linkedin.com/pulse/mother-all-credit-bubbles-edward-yardeni/published=t https://www.linkedin.com/pulse/mother-all-credit-bubbles-edward-yardeni/published=t"  
[X Link](https://x.com/yardeni/status/1014851051294461953)  2018-07-05T12:38Z 58.8K followers, [---] engagements


"YARDENI RESEARCH: I know: bad news sells better than good news. That's why the headlines are always full of bad news. Admittedly I tend to accentuate the positives in my work. I figure that the negatives are getting plenty of attention so I tend to https://lnkd.in/eVxjgHY https://lnkd.in/eVxjgHY"  
[X Link](https://x.com/yardeni/status/1276217112239976449)  2020-06-25T18:14Z 58.8K followers, [--] engagements


"YARDENI RESEARCH. The S&P [---] is down 8.8% from its record high at the start of the year. Yet the forward revenues forward earnings and forward profit margin of the S&P [---] were all at record highs at the start of February (see charts below). All https://lnkd.in/d6q_HTDJ https://lnkd.in/d6q_HTDJ"  
[X Link](https://x.com/yardeni/status/1495157798883241988)  2022-02-19T22:06Z 58.8K followers, [---] engagements


"Signs of Peak Inflation Today was a good day for those of us expecting to see peak inflation soon. July's US manufacturing purchasing managers (M-PMI) survey found that the M-PMI prices-paid index dropped to [----] from [----] in January. Full story and charts here: https://quickta"  
[X Link](https://x.com/yardeni/status/1554191771604815872)  2022-08-01T19:46Z 58.8K followers, [--] engagements


"2023: Another Year of Living Dangerously The S&P [---] is currently down 19% for [----]. We think [----] will be an up year. That's because we are anticipating 60% odds of a soft landing and 40% of a hard landing in [----]. Full story and charts here: https://quicktak.es/iAf6 https://quicktak.es/iAf6"  
[X Link](https://x.com/yardeni/status/1607482535709212672)  2022-12-26T21:04Z 58.8K followers, 15.2K engagements


"April is the second best month of the year for the stock market. From [----] through [----] the S&P [---] was up 1.4% on average during the month second only to July's 1.7% average gain (chart). Will history repeat itself https://www.yardeniquicktakes.com/april-is-coming/ https://www.yardeniquicktakes.com/april-is-coming/"  
[X Link](https://x.com/yardeni/status/1641618187631337473)  2023-03-31T01:47Z 58.8K followers, 15.3K engagements


"Interest rates fall as JP Morgan Chase's CEO warns banking crisis "not yet over" and will cause "repercussions for years to come." He also stated that potential losses from held-to-maturity bonds were hiding in plain sight""  
[X Link](https://x.com/yardeni/status/1643327414699974656)  2023-04-04T18:59Z 58.8K followers, 13.4K engagements


"πŸ“’ MARKET CALL: Were expecting to see the S&P [---] continue to rise through the end of this year. Whats driving this growth and what challenges lie ahead for investors 🧡"  
[X Link](https://x.com/yardeni/status/1648521348669665281)  2023-04-19T02:58Z 58.8K followers, 33.7K engagements


"πŸ“ˆπŸ”Ž What's driving the bond yields We're looking at two key technical indicators and their correlation with the 10-year Treasury bond yield:"  
[X Link](https://x.com/yardeni/status/1660780675736420353)  2023-05-22T22:52Z 58.8K followers, 19.2K engagements


"Beware: Bullish sentiment is improving which is bearish from a contrarian perspective. On Tuesday Rick Rieder (BlackRocks chief bond strategist) said I think the U.S. economys in much better shape than people give credit. That's been our position for a while"  
[X Link](https://x.com/yardeni/status/1661530331437211649)  2023-05-25T00:31Z 58.8K followers, [----] engagements


"What comes after a rolling recession Possibly a rolling expansion. Yesterday's housing starts report for May suggests a strong recovery. Housing starts jumped 21.6% to [----] million units last month the largest gain since October 2016"  
[X Link](https://x.com/yardeni/status/1671576943404408834)  2023-06-21T17:52Z 58.8K followers, 40K engagements


"We expect consumer spending to remain positive for a while. So after a rolling recession we might be looking at a rolling expansion with housing starts and consumer spending leading the way. What comes after a rolling recession Possibly a rolling expansion. Yesterday's housing starts report for May suggests a strong recovery. Housing starts jumped 21.6% to [----] million units last month the largest gain since October [----]. https://t.co/bBmI4vlWop What comes after a rolling recession Possibly a rolling expansion. Yesterday's housing starts report for May suggests a strong recovery. Housing"  
[X Link](https://x.com/yardeni/status/1671719359381635073)  2023-06-22T03:18Z 58.8K followers, 13.3K engagements


"The Index of Leading Economic Indicators (LEI) has been declining for [--] months but there's little evidence the US is headed toward recession. In fact the Index of Coincident Economic Indicators (CEI) hit another record high in May"  
[X Link](https://x.com/yardeni/status/1672019152658378752)  2023-06-22T23:10Z 58.8K followers, 42.1K engagements


"In the stock market equation P = P/E x E industry analysts determine earnings (E) while investors determine the forward earnings multiple (P/E). Analysts remain optimistic on S&P [---] forward revenues which hit a record high in the June [--] week. Analysts have also stopped lowering their consensus expectations for the S&P 500's forward profit margin. As a result S&P [---] forward earnings have been rising in recent weeks. These weekly data on forward revenues earnings and profit margin are excellent coincident indicators of the actual quarterly data reported by the S&P [---] companies. Investors"  
[X Link](https://x.com/yardeni/status/1676991462398128128)  2023-07-06T16:28Z 58.8K followers, 21.1K 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](https://x.com/anyuser/status/1755303634710004078)  2024-02-07T18:52Z 58.8K followers, 17.6K engagements


"1/3 🚨 Updated Indicator Alert Reason for cheer: Q4 GDP adjusted to 3.4% & consumer spending climbs to 3.3% defying student loan payment worries. Corporate profits hit a record high and Q1-2024's GDPNow forecast stands at 2.1%"  
[X Link](https://x.com/yardeni/status/1774161986651144673)  2024-03-30T19:49Z 58.8K followers, 14.7K 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](https://x.com/anyuser/status/1832905015419375858)  2024-09-08T22:13Z 58.8K followers, 28.8K engagements


"Yardeni Research on Bloomberg. Carry Trade to Unwind Further on a [--] Bps Cut"  
[X Link](https://x.com/anyuser/status/1833266057534181516)  2024-09-09T22:07Z 58.8K followers, 45.3K engagements


"YARDENI RESEARCH "OUR CHARTS" (September [--] 2024). Has the diehard hard-landing scenario finally crashed and burned now that GDP GDI personal income and personal savings have all been revised significantly higher 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](https://x.com/yardeni/status/1840760577666240638)  2024-09-30T14:28Z 58.8K 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](https://x.com/anyuser/status/1841192323503571169)  2024-10-01T19:03Z 58.8K followers, 17.4K 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](https://x.com/anyuser/status/1849111953353883772)  2024-10-23T15:33Z 58.8K followers, [----] engagements


"1/2 The market is celebrating a Trump win anticipating tax cuts and deregulation says Ed Yardeni. Ed Yardeni Yardeni Research president joins CNBC's 'Squawk on the Street' to discuss how the market is reacting to the election whether it warrants portfolio moves and more"  
[X Link](https://x.com/yardeni/status/1854231473328406933)  2024-11-06T18:36Z 58.8K followers, [----] engagements


"Yardeni on Bloomberg: Ed Yardeni Is Rooting for an Earnings-Led Stock Melt-Up"  
[X Link](https://x.com/yardeni/status/1859999229919580363)  2024-11-22T16:35Z 58.8K followers, 10.6K engagements


"Can the DOGE Boys really cut $2 trillion out of the US federal deficit"  
[X Link](https://x.com/anyuser/status/1877573343689195824)  2025-01-10T04:29Z 58.8K followers, [----] engagements


"πŸ“ˆ Here is why it was a good day for bonds and stocks #sp500 #stocks #bonds"  
[X Link](https://x.com/anyuser/status/1879752070431117670)  2025-01-16T04:46Z 58.8K followers, [----] engagements


"American consumers are still doing what they do best.shopping"  
[X Link](https://x.com/yardeni/status/1880098123936329769)  2025-01-17T03:41Z 58.8K followers, [----] engagements


"No shock and awe from Trump's inaugural speech"  
[X Link](https://x.com/yardeni/status/1881474834221211771)  2025-01-20T22:52Z 58.8K followers, [----] engagements


"The bull market is back and should be increasingly led by solid earnings growth. #stocks #sp500 #netflix"  
[X Link](https://x.com/anyuser/status/1882413723521880289)  2025-01-23T13:02Z 58.8K followers, [----] engagements


"Trump demanded lower interest rates (not just in the US but globally) called on OPEC to lower oil prices and urged that the Russia-Ukraine war must end as soon as possible. He also warned that foreign companies either produce in America or pay tariffs. Read our take"  
[X Link](https://x.com/yardeni/status/1882642249454170565)  2025-01-24T04:11Z 58.8K followers, [----] engagements


"Will DeepSeek sink the unsinkable Magnificent-7 #DeepSeek #AI #LLM #Mag7"  
[X Link](https://x.com/anyuser/status/1883615407233266015)  2025-01-26T20:38Z 58.8K followers, 33.7K engagements


"The latest employment numbers and Q4 earnings for the S&P [---] look strong. However the stock market could remain choppy while Trump negotiates trade deals. #trump #sp500 #tariffs"  
[X Link](https://x.com/yardeni/status/1888805729110270129)  2025-02-10T04:22Z 58.8K followers, [----] engagements


"Nvidia beats earnings expectations confirming that the Digital Revolution marches on. #nvidia #earnings #blackwell"  
[X Link](https://x.com/yardeni/status/1894960306440245436)  2025-02-27T03:58Z 58.8K followers, [----] engagements


"Stock market volatility will continue driven by Trump Tariff Turmoil [---]. #sp500 #bonds #tariffs"  
[X Link](https://x.com/yardeni/status/1897634571983659160)  2025-03-06T13:05Z 58.8K followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1978473137709678846)  2025-10-15T14:48Z 58.8K 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](https://x.com/anyuser/status/2018886310061064679)  2026-02-04T03:16Z 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](https://x.com/yardeni/status/2019261530269687953)  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](https://x.com/yardeni/status/2019475233195819188)  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](https://x.com/anyuser/status/2019759345144099083)  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](https://x.com/yardeni/status/2019776468914516408)  2026-02-06T14:13Z 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](https://x.com/anyuser/status/2020007945904251304)  2026-02-07T05:33Z 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](https://x.com/anyuser/status/2020228686209778077)  2026-02-07T20:10Z 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](https://x.com/anyuser/status/2021064183475761387)  2026-02-10T03:30Z 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](https://x.com/anyuser/status/2021381325719011767)  2026-02-11T00:30Z 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](https://x.com/anyuser/status/2021738870392377614)  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](https://x.com/anyuser/status/2022296125558911155)  2026-02-13T13:05Z 58.8K followers, [----] 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](https://x.com/anyuser/status/2023150159958278250)  2026-02-15T21:39Z 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](https://x.com/anyuser/status/2023468098997612752)  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](https://x.com/anyuser/status/2023564398585933837)  2026-02-17T01:05Z 58.8K followers, [----] engagements


"YARDENI RESEARCH. Assuming as I do that Omicron the new variant of Covid will turn out to be no worse than the Delta variant I still expect that the S&P [---] will continue to rise to new record highs. My targets for the index are [----] by the end of https://lnkd.in/gJmM6bPp https://lnkd.in/gJmM6bPp"  
[X Link](https://x.com/anyuser/status/1464943308300427270)  2021-11-28T13:04Z 58.8K followers, [---] engagements


"YARDENI RESEARCH. China is in trouble. That might explain why on Monday Chinese President Xi Jinping warned Fed Chair Jay Powell against hiking interest rates. He did so at a virtual Davos event. He said: "If major economies slam on the brakes or take https://lnkd.in/dJVEv_M5 https://lnkd.in/dJVEv_M5"  
[X Link](https://x.com/anyuser/status/1483990710969946115)  2022-01-20T02:32Z 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](https://x.com/anyuser/status/1540085003987562497)  2022-06-23T21:30Z 58.8K followers, [---] engagements


"πŸ“ˆπŸ“Š Real GDP during Q1 only rose 1.1% (saar) but dont let that number fool you Lets break down why economic growth wasnt as weak as it seems and how inventories played a role in shaping the GDP 🧡"  
[X Link](https://x.com/anyuser/status/1651717411677290498)  2023-04-27T22:38Z 58.8K followers, 17.6K engagements


"The widely anticipated recession is still MIA It's hard to have a recession when consumer incomes are rising and they are spending more on both goods and services"  
[X Link](https://x.com/anyuser/status/1651987856792121344)  2023-04-28T16:32Z 58.8K followers, 31.3K engagements


"Do you know the bears' two favorite charts Bearish forecasters tend to focus on two charts to support a pessimistic outlook: [--]. The S&P [---] versus Fed securities [--]. M2 growth It's easy to draw negative conclusions at first glance but that's not how we see it 🧡"  
[X Link](https://x.com/anyuser/status/1656006743498047489)  2023-05-09T18:42Z 58.8K followers, 26.7K engagements


"πŸ“Š Mixed outlook for US economy: Today's Composite Economic Indicators show Index of Leading Economic Indicators (LEI) pointing to recession while Index of Coincident Economic Indicators (CEI) hits record high. Let's dive into the details 🧡"  
[X Link](https://x.com/anyuser/status/1659310680950857728)  2023-05-18T21:31Z 58.8K followers, 17.4K engagements


"The bull market seems to be taking a rest. The S&P [---] has stalled just below [----] since the start of May. That's good considering that several vocal bears predicted that the S&P [---] would fall back down towards its October [--] low during the first half of this year. However those who recommended going away in May (as the old adage says) might have been right given that the S&P [---] rose just 0.2% during May with lots more industries down than up. Only three of the [--] sectors of the S&P [---] rose during the month. This bad breadth could be a setup for a rout as widely feared. More likely (and"  
[X Link](https://x.com/anyuser/status/1664422902735998976)  2023-06-02T00:05Z 58.8K followers, 13.1K engagements


"Since early last year many economists have been forecasting that consumers will retrench causing a recession. They may be missing the spending boom driven by Baby Boomers. As more and more of them are retiring they are spending more on travel (including airfare accommodations and cruises) eating out and health care. Employment is expanding in all these areas of the labor market. The retired Baby Boomers may no longer be getting paychecks but they are receiving Social Security and pension benefits. They also are required by law to draw down their 401(k) plans. Many of them have accumulated"  
[X Link](https://x.com/anyuser/status/1665048367653847045)  2023-06-03T17:30Z 58.8K followers, 47.1K engagements


"Consider the following: The Baby Boomers are currently 59-77 years old. There are a record [----] million seniors who are not in the labor force. Many of them are Baby Boomers Since early last year many economists have been forecasting that consumers will retrench causing a recession. They may be missing the spending boom driven by Baby Boomers. As more and more of them are retiring they are spending more on travel (including airfare Since early last year many economists have been forecasting that consumers will retrench causing a recession. They may be missing the spending boom driven by Baby"  
[X Link](https://x.com/anyuser/status/1665049089921384448)  2023-06-03T17:33Z 58.8K followers, 36.4K engagements


"MAMA: "Making America Manufacture Again" is more than just a slogan. Manufacturers are tapping into trillions in incentives to build factories in the US. What does this mean for the economy (thread)"  
[X Link](https://x.com/anyuser/status/1666489130237460480)  2023-06-07T16:55Z 58.8K followers, 18.6K engagements


"Bulls we've got news for you. The S&P [---] is up 20.0% since October [--] marking a bull market. But a recent Barron's cover story featuring a bullish outlook might be a jinx. Let's discuss We're quoted in the Barron's story saying "The notion that we're in a bull market has become more compelling and harder to argue against." But we'd like to see the S&P 500's rally broaden. The rally was broadening until the banking crisis in March. Financials took a dive while the MegaCap-8 led the way fueled by excitement over AI. But we've been predicting that tech innovation will define the Roaring 2020s."  
[X Link](https://x.com/anyuser/status/1668313281206054912)  2023-06-12T17:44Z 58.8K followers, 17.7K engagements


"πŸ“ŠπŸ“ˆ The stock market's meltup continues as investors digest today's economic indicators. The economy is still growing slowly inflation is moderating and the FOMC might conclude that the current federal funds rate is restrictive enough"  
[X Link](https://x.com/anyuser/status/1669474625036890112)  2023-06-15T22:39Z 58.8K followers, 16.3K engagements


"The true story of core inflation While headline CPI inflation has dropped from around 9.0% to 4.0% since last summer the core inflation rate has been stuck around 6.00%. The main culprit The rent component of the CPI. Rent accounts for 34.6% of the total CPI and a whopping 43.5% of the core CPI. The core CPI inflation rate excluding shelter rose just 3.4% in May down from last summer's 7.7%. As rent inflation continues to moderate so will the core CPI. The CPI primary residence rent index seems to be peaking edging down to 8.7% through May. This index tends to lag the Zillow and ApartmentList"  
[X Link](https://x.com/anyuser/status/1671280201446359042)  2023-06-20T22:13Z 58.8K followers, 30.2K 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. The manufacturing sector is showing signs of bottoming and nondefense capital goods orders excluding aircraft hit a record high in May. Consumer confidence is on the rise as job openings remain plentiful. Despite these positive developments regional surveys of prices paid and received remain disinflationary. This"  
[X Link](https://x.com/anyuser/status/1673730111475159041)  2023-06-27T16:28Z 58.8K followers, 97.8K engagements


"The current bull market started on October [--] with the S&P [---] rising 24.6% to a high of [-------] on July [--]. It's down only 1.3% through Friday's close seemingly finding resistance at the upper end of the bull market's channel"  
[X Link](https://x.com/anyuser/status/1678442256020406272)  2023-07-10T16:33Z 58.8K followers, 16K engagements


"It's been a hot summer but inflation is cooling off. Today's June CPI report showed that the headline inflation rate rose 0.2% m/m and 3.0% y/y. The core rate also rose 0.2% m/m and 4.8% y/y"  
[X Link](https://x.com/anyuser/status/1679227481252069377)  2023-07-12T20:33Z 58.8K followers, 20K engagements


"It's not quite the great fall of China but something is definitely off with China's economy. June's trade data showed that Chinese exports fell again and imports have remained flat since mid-2021"  
[X Link](https://x.com/anyuser/status/1679924913598263297)  2023-07-14T18:44Z 58.8K followers, 29.3K 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](https://x.com/anyuser/status/1683536209233186818)  2023-07-24T17:54Z 58.8K followers, 16K engagements


"Today's economic indicators were upbeat. June's JOLTS report showed plentiful jobs July's M-PMI suggests a possible bottoming of the rolling recession and June's construction spending hit a record high The Atlanta Fed's GDPNow tracking model estimates that real GDP rose a whopping 3.9% during Q3 supporting the view that the soft-landing-rolling-recession scenario may be turning into a no-landing-rolling-recovery. We now assign 85% subjective odds to this new scenario and 15% to a hard-landing one through the end of next year. We're still targeting the S&P [---] at [----] by the end of next year."  
[X Link](https://x.com/anyuser/status/1686542162085937158)  2023-08-02T00:59Z 58.8K followers, 22.3K 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](https://x.com/anyuser/status/1699530446772547790)  2023-09-06T21:10Z 58.8K followers, 17.2K 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](https://x.com/anyuser/status/1718031298189574528)  2023-10-27T22:25Z 58.8K followers, 26.7K engagements


"πŸ§΅πŸ“ˆ Today's stock/bond rallies got a boost from the Q3 Productivity Report: a 5.9% jump in output and 4.7% in productivity. This supports robust growth without fueling inflation. #MarketTrends #ProductivityGrowth"  
[X Link](https://x.com/anyuser/status/1720173460809195602)  2023-11-02T20:18Z 58.8K followers, 21.6K 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](https://x.com/anyuser/status/1756086461621793207)  2024-02-09T22:43Z 58.8K followers, 22.9K engagements


"1/3 🧡 Insider activity heats up signaling confidence in the economy. A notable uptick in buying at regional banks suggests a solid banking sector countering fears of a crisis. What's behind this surge Insiders bet big even amidst commercial real estate concerns"  
[X Link](https://x.com/anyuser/status/1757852984933818544)  2024-02-14T19:43Z 58.8K followers, 13.6K 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](https://x.com/anyuser/status/1759653226708635658)  2024-02-19T18:56Z 58.8K followers, 29K engagements


"1/3 πŸ“ˆ Ray Dalio's bubble gauge reads [--] hinting at a balanced market rather than a bubble. With the S&P [---] up 19.5% since last Sep Dalio's outlook aligns more closely with our bullish stance. But as tech rallies narrow are we edging towards risk"  
[X Link](https://x.com/anyuser/status/1765122543059448102)  2024-03-05T21:09Z 58.8K followers, 18.3K 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](https://x.com/anyuser/status/1768748021603607026)  2024-03-15T21:16Z 58.8K followers, 19.7K engagements


"YARDENI RESEARCH "OUR CHARTS" (March [--] 2024). Is the S&P [---] overbought Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. #chartoftheday #yardeni #economy #SP500 ------------------------------------------------ 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"  
[X Link](https://x.com/anyuser/status/1770463251777687617)  2024-03-20T14:51Z 58.8K followers, [----] 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](https://x.com/anyuser/status/1772287275709165847)  2024-03-25T15:39Z 58.8K followers, 15.4K engagements


"YARDENI RESEARCH "OUR CHARTS" (March [--] 2024). How does the current bull market compare to the previous [--] so far 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"  
[X Link](https://x.com/anyuser/status/1772642923638637009)  2024-03-26T15:13Z 58.8K followers, 11.5K 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"  
[X Link](https://x.com/anyuser/status/1820502909404205462)  2024-08-05T16:51Z 58.8K followers, 11.7K 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](https://x.com/anyuser/status/1831145720801362266)  2024-09-04T01:42Z 58.8K 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](https://x.com/anyuser/status/1832868204190056919)  2024-09-08T19:46Z 58.8K followers, 176.6K 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](https://x.com/anyuser/status/1833956247919554911)  2024-09-11T19:50Z 58.8K followers, 11.2K 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](https://x.com/anyuser/status/1836153273541153036)  2024-09-17T21:20Z 58.8K followers, 11.2K 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](https://x.com/anyuser/status/1845562064947093716)  2024-10-13T20:27Z 58.8K followers, [----] engagements


""The U.S. continues to surprise to the upside" Ed Yardeni joins Squawk Box to discuss the latest market trends why he believes the market may be in the early stages of a melt-up state of the economy impact of the [----] election and more"  
[X Link](https://x.com/anyuser/status/1848514750205796802)  2024-10-22T00:00Z 58.8K followers, 16.4K 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](https://x.com/anyuser/status/1848887451604914565)  2024-10-23T00:41Z 58.8K followers, 31.4K engagements


"2/3 πŸ“Š In our opinion even Goldman's optimistic scenario might not be optimistic enough. That's because we believe that the US economy is in a "Roaring 2020s" productivity growth boom with real GDP currently rising 3.0% y/y and inflation moderating to 2.0%"  
[X Link](https://x.com/anyuser/status/1848887452783530493)  2024-10-23T00:41Z 58.8K followers, [----] engagements


"3/3 πŸ‘‡ 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/3-annual-returns/ https://www.yardeniquicktakes.com/3-annual-returns/"  
[X Link](https://x.com/anyuser/status/1848887454180512065)  2024-10-23T00:41Z 58.8K followers, [----] 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](https://x.com/anyuser/status/1848890994592301453)  2024-10-23T00:55Z 58.8K followers, 14.3K 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](https://x.com/anyuser/status/1852083703763149023)  2024-10-31T20:22Z 58.8K 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](https://x.com/anyuser/status/1856035501704147382)  2024-11-11T18:05Z 58.8K followers, 23K engagements


"1/3 The animal spirits being set loose by the economic policies of President-electDonald Trumpwill send the S&P [---] to [-----] by the end of the decade according to veteran strategistEd Yardeni"  
[X Link](https://x.com/anyuser/status/1856069873350111314)  2024-11-11T20:21Z 58.8K followers, 24.3K 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](https://x.com/anyuser/status/1856357951209984366)  2024-11-12T15:26Z 58.8K followers, 10K 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](https://x.com/anyuser/status/1861822629771911606)  2024-11-27T17:21Z 58.8K followers, 27.3K engagements


"🧡1/3: Start [----] with better advice about the economy and financial markets. The permabears have been wrong for so long. The bulls haven't been bullish enough"  
[X Link](https://x.com/anyuser/status/1863337098654187569)  2024-12-01T21:39Z 58.8K followers, 14.4K engagements


"πŸ₯‚ This is the time of year when we all wish one another a healthy happy and prosperous new year. The past two years werecertainlyprosperous onesfor equities investorsas the S&P [---] rose 23.3% following a 24.2% gain in 2023"  
[X Link](https://x.com/anyuser/status/1874584289163313355)  2025-01-01T22:31Z 58.8K followers, [----] engagements


"More stock market volatility ahead in January"  
[X Link](https://x.com/anyuser/status/1876147762099827136)  2025-01-06T06:04Z 58.8K followers, [----] engagements


"Technology stocks: Hold them or fold them after hearing Nvidias CEO at CES #Nvidia #CES2025 #NVIDIABlackwell"  
[X Link](https://x.com/anyuser/status/1876496804365160515)  2025-01-07T05:11Z 58.8K followers, [----] engagements


"Are the Bond Vigilantes spoiling the party in the stock market"  
[X Link](https://x.com/anyuser/status/1876845579377992154)  2025-01-08T04:17Z 58.8K followers, [----] engagements


"Is the Fed done raising the federal funds rate for a while"  
[X Link](https://x.com/anyuser/status/1877214448517001581)  2025-01-09T04:42Z 58.8K followers, [----] engagements


"How much longer might stock and bond prices remain volatile"  
[X Link](https://x.com/anyuser/status/1879027320041984255)  2025-01-14T04:46Z 58.8K followers, [----] engagements


"More running in place for stock and bond investors #stocks #bonds #inflation #ppi #volatility"  
[X Link](https://x.com/anyuser/status/1879377854661853677)  2025-01-15T03:59Z 58.8K followers, [----] engagements


"S&P500 rises to new record high as bond yields stall and Trump demands lower interest rates and oil prices. #sp500 #stocks #economics"  
[X Link](https://x.com/anyuser/status/1882776089107243019)  2025-01-24T13:02Z 58.8K followers, [----] engagements


"The stock market held up remarkably well on Monday despite the body blow to Nvidia and other tech shares. #Nvidia #DeepSeek #sp500"  
[X Link](https://x.com/anyuser/status/1884225933105619368)  2025-01-28T13:04Z 58.8K followers, [----] engagements


"Stock prices rebounded today confirming our view that the DeepSeek selloff wouldn't last long. #deepseek #nvidia #sp500"  
[X Link](https://x.com/anyuser/status/1884588031937536258)  2025-01-29T13:02Z 58.8K followers, [----] engagements


"Fed Chair Powell presses the pause button and is in no hurry to lower the federal funds rate again but still thinks more rate cuts are coming. #Powell #GDP #rates"  
[X Link](https://x.com/anyuser/status/1884950427365490696)  2025-01-30T13:02Z 58.8K followers, [----] engagements


"Bad news on tariffs should be offset by good economic news this week. #teriffs #sp500 #economy"  
[X Link](https://x.com/anyuser/status/1886400024952607191)  2025-02-03T13:03Z 58.8K followers, [----] engagements


"Trump [---] is about using tariff threats to push for deals that benefit the US. So far so good. #tariffs #sp500 #economy #trump"  
[X Link](https://x.com/anyuser/status/1886636899776835909)  2025-02-04T04:44Z 58.8K 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](https://x.com/anyuser/status/1889319371677274249)  2025-02-11T14:23Z 58.8K followers, [----] engagements


"What is driving the price of gold to record highs #gold #sp500"  
[X Link](https://x.com/anyuser/status/1892198522604175558)  2025-02-19T13:04Z 58.8K followers, [----] engagements


"Check out the latest article in my newsletter: Trump Turmoil [---] Raises Odds Of A Recession via @LinkedIn https://www.linkedin.com/pulse/trump-turmoil-20-raises-odds-recession-edward-yardeni-bxnde https://www.linkedin.com/pulse/trump-turmoil-20-raises-odds-recession-edward-yardeni-bxnde"  
[X Link](https://x.com/anyuser/status/1898252047108993467)  2025-03-08T05:58Z 58.8K followers, 28.3K engagements


"Yardeni Research on CNBC today πŸ‘‡ Ed Yardeni Yardeni Research president joins Squawk Box to discuss if Yardeni is worried about recent action in the Treasury market the economic worry spots and much more. "10-year Treasury back exactly where it should be""  
[X Link](https://x.com/anyuser/status/1911850600968688057)  2025-04-14T18:34Z 58.8K followers, 11.3K 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](https://x.com/yardeni/status/2006830068392403332)  2026-01-01T20:49Z 58.8K followers, 12.9K engagements


"Large-cap stocks dominated for years. Now money is rotating to mid-caps small-caps and foreign markets. All while the Mag-7's valuations are falling. πŸ”’ Members-Only https://quicktak.es/vykl https://quicktak.es/vykl"  
[X Link](https://x.com/anyuser/status/2023973578111107418)  2026-02-18T04:11Z 58.8K followers, [----] 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](https://x.com/yardeni/status/1673807572644577282)  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](https://x.com/yardeni/status/1678442260655120385)  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](https://x.com/yardeni/status/1678442262395785216)  2023-07-10T16:33Z 37.3K followers, [----] 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](https://x.com/yardeni/status/1683536210688606208)  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](https://x.com/yardeni/status/1692602508626002065)  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](https://x.com/yardeni/status/1696640207926501692)  2023-08-29T21:45Z 38.9K followers, [----] 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](https://x.com/yardeni/status/1699530448076947891)  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](https://x.com/yardeni/status/1701290576530845977)  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](https://x.com/yardeni/status/1706426897700458593)  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](https://x.com/yardeni/status/1711439611745140972)  2023-10-09T17:52Z 38.9K followers, [----] 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](https://x.com/yardeni/status/1718031299472998886)  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](https://x.com/yardeni/status/1718031300811002290)  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](https://x.com/yardeni/status/1718031302035681628)  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](https://x.com/yardeni/status/1720175119098654752)  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](https://x.com/yardeni/status/1733253916522119666)  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](https://x.com/yardeni/status/1735784449164333563)  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](https://x.com/anyuser/status/1738253597542867247)  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](https://x.com/yardeni/status/1754952021340262829)  2024-02-06T19:35Z 40K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@yardeni Avatar @yardeni Yardeni Research

Yardeni Research posts on X about inflation, stocks, 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 financial services us election travel destinations events

Social topic influence inflation #973, stocks #3387, linkedin, treasure, ai, bullish, fed #676, gdp, tariffs, sentiment

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) JPMorgan Chase (JPM)

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

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

"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

"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 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

"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

"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, 11.6K 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

"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

"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

"Mother of All Credit Bubbles https://www.linkedin.com/pulse/mother-all-credit-bubbles-edward-yardeni/published=t https://www.linkedin.com/pulse/mother-all-credit-bubbles-edward-yardeni/published=t"
X Link 2018-07-05T12:38Z 58.8K followers, [---] engagements

"YARDENI RESEARCH: I know: bad news sells better than good news. That's why the headlines are always full of bad news. Admittedly I tend to accentuate the positives in my work. I figure that the negatives are getting plenty of attention so I tend to https://lnkd.in/eVxjgHY https://lnkd.in/eVxjgHY"
X Link 2020-06-25T18:14Z 58.8K followers, [--] engagements

"YARDENI RESEARCH. The S&P [---] is down 8.8% from its record high at the start of the year. Yet the forward revenues forward earnings and forward profit margin of the S&P [---] were all at record highs at the start of February (see charts below). All https://lnkd.in/d6q_HTDJ https://lnkd.in/d6q_HTDJ"
X Link 2022-02-19T22:06Z 58.8K followers, [---] engagements

"Signs of Peak Inflation Today was a good day for those of us expecting to see peak inflation soon. July's US manufacturing purchasing managers (M-PMI) survey found that the M-PMI prices-paid index dropped to [----] from [----] in January. Full story and charts here: https://quickta"
X Link 2022-08-01T19:46Z 58.8K followers, [--] engagements

"2023: Another Year of Living Dangerously The S&P [---] is currently down 19% for [----]. We think [----] will be an up year. That's because we are anticipating 60% odds of a soft landing and 40% of a hard landing in [----]. Full story and charts here: https://quicktak.es/iAf6 https://quicktak.es/iAf6"
X Link 2022-12-26T21:04Z 58.8K followers, 15.2K engagements

"April is the second best month of the year for the stock market. From [----] through [----] the S&P [---] was up 1.4% on average during the month second only to July's 1.7% average gain (chart). Will history repeat itself https://www.yardeniquicktakes.com/april-is-coming/ https://www.yardeniquicktakes.com/april-is-coming/"
X Link 2023-03-31T01:47Z 58.8K followers, 15.3K engagements

"Interest rates fall as JP Morgan Chase's CEO warns banking crisis "not yet over" and will cause "repercussions for years to come." He also stated that potential losses from held-to-maturity bonds were hiding in plain sight""
X Link 2023-04-04T18:59Z 58.8K followers, 13.4K engagements

"πŸ“’ MARKET CALL: Were expecting to see the S&P [---] continue to rise through the end of this year. Whats driving this growth and what challenges lie ahead for investors 🧡"
X Link 2023-04-19T02:58Z 58.8K followers, 33.7K engagements

"πŸ“ˆπŸ”Ž What's driving the bond yields We're looking at two key technical indicators and their correlation with the 10-year Treasury bond yield:"
X Link 2023-05-22T22:52Z 58.8K followers, 19.2K engagements

"Beware: Bullish sentiment is improving which is bearish from a contrarian perspective. On Tuesday Rick Rieder (BlackRocks chief bond strategist) said I think the U.S. economys in much better shape than people give credit. That's been our position for a while"
X Link 2023-05-25T00:31Z 58.8K followers, [----] engagements

"What comes after a rolling recession Possibly a rolling expansion. Yesterday's housing starts report for May suggests a strong recovery. Housing starts jumped 21.6% to [----] million units last month the largest gain since October 2016"
X Link 2023-06-21T17:52Z 58.8K followers, 40K engagements

"We expect consumer spending to remain positive for a while. So after a rolling recession we might be looking at a rolling expansion with housing starts and consumer spending leading the way. What comes after a rolling recession Possibly a rolling expansion. Yesterday's housing starts report for May suggests a strong recovery. Housing starts jumped 21.6% to [----] million units last month the largest gain since October [----]. https://t.co/bBmI4vlWop What comes after a rolling recession Possibly a rolling expansion. Yesterday's housing starts report for May suggests a strong recovery. Housing"
X Link 2023-06-22T03:18Z 58.8K followers, 13.3K engagements

"The Index of Leading Economic Indicators (LEI) has been declining for [--] months but there's little evidence the US is headed toward recession. In fact the Index of Coincident Economic Indicators (CEI) hit another record high in May"
X Link 2023-06-22T23:10Z 58.8K followers, 42.1K engagements

"In the stock market equation P = P/E x E industry analysts determine earnings (E) while investors determine the forward earnings multiple (P/E). Analysts remain optimistic on S&P [---] forward revenues which hit a record high in the June [--] week. Analysts have also stopped lowering their consensus expectations for the S&P 500's forward profit margin. As a result S&P [---] forward earnings have been rising in recent weeks. These weekly data on forward revenues earnings and profit margin are excellent coincident indicators of the actual quarterly data reported by the S&P [---] companies. Investors"
X Link 2023-07-06T16:28Z 58.8K followers, 21.1K 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 58.8K followers, 17.6K engagements

"1/3 🚨 Updated Indicator Alert Reason for cheer: Q4 GDP adjusted to 3.4% & consumer spending climbs to 3.3% defying student loan payment worries. Corporate profits hit a record high and Q1-2024's GDPNow forecast stands at 2.1%"
X Link 2024-03-30T19:49Z 58.8K followers, 14.7K 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 58.8K followers, 28.8K engagements

"Yardeni Research on Bloomberg. Carry Trade to Unwind Further on a [--] Bps Cut"
X Link 2024-09-09T22:07Z 58.8K followers, 45.3K engagements

"YARDENI RESEARCH "OUR CHARTS" (September [--] 2024). Has the diehard hard-landing scenario finally crashed and burned now that GDP GDI personal income and personal savings have all been revised significantly higher 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 2024-09-30T14:28Z 58.8K 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 58.8K followers, 17.4K 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 58.8K followers, [----] engagements

"1/2 The market is celebrating a Trump win anticipating tax cuts and deregulation says Ed Yardeni. Ed Yardeni Yardeni Research president joins CNBC's 'Squawk on the Street' to discuss how the market is reacting to the election whether it warrants portfolio moves and more"
X Link 2024-11-06T18:36Z 58.8K followers, [----] engagements

"Yardeni on Bloomberg: Ed Yardeni Is Rooting for an Earnings-Led Stock Melt-Up"
X Link 2024-11-22T16:35Z 58.8K followers, 10.6K engagements

"Can the DOGE Boys really cut $2 trillion out of the US federal deficit"
X Link 2025-01-10T04:29Z 58.8K followers, [----] engagements

"πŸ“ˆ Here is why it was a good day for bonds and stocks #sp500 #stocks #bonds"
X Link 2025-01-16T04:46Z 58.8K followers, [----] engagements

"American consumers are still doing what they do best.shopping"
X Link 2025-01-17T03:41Z 58.8K followers, [----] engagements

"No shock and awe from Trump's inaugural speech"
X Link 2025-01-20T22:52Z 58.8K 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 58.8K followers, [----] engagements

"Trump demanded lower interest rates (not just in the US but globally) called on OPEC to lower oil prices and urged that the Russia-Ukraine war must end as soon as possible. He also warned that foreign companies either produce in America or pay tariffs. Read our take"
X Link 2025-01-24T04:11Z 58.8K followers, [----] engagements

"Will DeepSeek sink the unsinkable Magnificent-7 #DeepSeek #AI #LLM #Mag7"
X Link 2025-01-26T20:38Z 58.8K followers, 33.7K engagements

"The latest employment numbers and Q4 earnings for the S&P [---] look strong. However the stock market could remain choppy while Trump negotiates trade deals. #trump #sp500 #tariffs"
X Link 2025-02-10T04:22Z 58.8K followers, [----] engagements

"Nvidia beats earnings expectations confirming that the Digital Revolution marches on. #nvidia #earnings #blackwell"
X Link 2025-02-27T03:58Z 58.8K followers, [----] engagements

"Stock market volatility will continue driven by Trump Tariff Turmoil [---]. #sp500 #bonds #tariffs"
X Link 2025-03-06T13:05Z 58.8K followers, [----] 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"
X Link 2025-10-15T14:48Z 58.8K 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

"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

"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

"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

"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

"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

"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

"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

"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

"YARDENI RESEARCH. Assuming as I do that Omicron the new variant of Covid will turn out to be no worse than the Delta variant I still expect that the S&P [---] will continue to rise to new record highs. My targets for the index are [----] by the end of https://lnkd.in/gJmM6bPp https://lnkd.in/gJmM6bPp"
X Link 2021-11-28T13:04Z 58.8K followers, [---] engagements

"YARDENI RESEARCH. China is in trouble. That might explain why on Monday Chinese President Xi Jinping warned Fed Chair Jay Powell against hiking interest rates. He did so at a virtual Davos event. He said: "If major economies slam on the brakes or take https://lnkd.in/dJVEv_M5 https://lnkd.in/dJVEv_M5"
X Link 2022-01-20T02:32Z 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 58.8K followers, [---] engagements

"πŸ“ˆπŸ“Š Real GDP during Q1 only rose 1.1% (saar) but dont let that number fool you Lets break down why economic growth wasnt as weak as it seems and how inventories played a role in shaping the GDP 🧡"
X Link 2023-04-27T22:38Z 58.8K followers, 17.6K engagements

"The widely anticipated recession is still MIA It's hard to have a recession when consumer incomes are rising and they are spending more on both goods and services"
X Link 2023-04-28T16:32Z 58.8K followers, 31.3K engagements

"Do you know the bears' two favorite charts Bearish forecasters tend to focus on two charts to support a pessimistic outlook: [--]. The S&P [---] versus Fed securities [--]. M2 growth It's easy to draw negative conclusions at first glance but that's not how we see it 🧡"
X Link 2023-05-09T18:42Z 58.8K followers, 26.7K engagements

"πŸ“Š Mixed outlook for US economy: Today's Composite Economic Indicators show Index of Leading Economic Indicators (LEI) pointing to recession while Index of Coincident Economic Indicators (CEI) hits record high. Let's dive into the details 🧡"
X Link 2023-05-18T21:31Z 58.8K followers, 17.4K engagements

"The bull market seems to be taking a rest. The S&P [---] has stalled just below [----] since the start of May. That's good considering that several vocal bears predicted that the S&P [---] would fall back down towards its October [--] low during the first half of this year. However those who recommended going away in May (as the old adage says) might have been right given that the S&P [---] rose just 0.2% during May with lots more industries down than up. Only three of the [--] sectors of the S&P [---] rose during the month. This bad breadth could be a setup for a rout as widely feared. More likely (and"
X Link 2023-06-02T00:05Z 58.8K followers, 13.1K engagements

"Since early last year many economists have been forecasting that consumers will retrench causing a recession. They may be missing the spending boom driven by Baby Boomers. As more and more of them are retiring they are spending more on travel (including airfare accommodations and cruises) eating out and health care. Employment is expanding in all these areas of the labor market. The retired Baby Boomers may no longer be getting paychecks but they are receiving Social Security and pension benefits. They also are required by law to draw down their 401(k) plans. Many of them have accumulated"
X Link 2023-06-03T17:30Z 58.8K followers, 47.1K engagements

"Consider the following: The Baby Boomers are currently 59-77 years old. There are a record [----] million seniors who are not in the labor force. Many of them are Baby Boomers Since early last year many economists have been forecasting that consumers will retrench causing a recession. They may be missing the spending boom driven by Baby Boomers. As more and more of them are retiring they are spending more on travel (including airfare Since early last year many economists have been forecasting that consumers will retrench causing a recession. They may be missing the spending boom driven by Baby"
X Link 2023-06-03T17:33Z 58.8K followers, 36.4K engagements

"MAMA: "Making America Manufacture Again" is more than just a slogan. Manufacturers are tapping into trillions in incentives to build factories in the US. What does this mean for the economy (thread)"
X Link 2023-06-07T16:55Z 58.8K followers, 18.6K engagements

"Bulls we've got news for you. The S&P [---] is up 20.0% since October [--] marking a bull market. But a recent Barron's cover story featuring a bullish outlook might be a jinx. Let's discuss We're quoted in the Barron's story saying "The notion that we're in a bull market has become more compelling and harder to argue against." But we'd like to see the S&P 500's rally broaden. The rally was broadening until the banking crisis in March. Financials took a dive while the MegaCap-8 led the way fueled by excitement over AI. But we've been predicting that tech innovation will define the Roaring 2020s."
X Link 2023-06-12T17:44Z 58.8K followers, 17.7K engagements

"πŸ“ŠπŸ“ˆ The stock market's meltup continues as investors digest today's economic indicators. The economy is still growing slowly inflation is moderating and the FOMC might conclude that the current federal funds rate is restrictive enough"
X Link 2023-06-15T22:39Z 58.8K followers, 16.3K engagements

"The true story of core inflation While headline CPI inflation has dropped from around 9.0% to 4.0% since last summer the core inflation rate has been stuck around 6.00%. The main culprit The rent component of the CPI. Rent accounts for 34.6% of the total CPI and a whopping 43.5% of the core CPI. The core CPI inflation rate excluding shelter rose just 3.4% in May down from last summer's 7.7%. As rent inflation continues to moderate so will the core CPI. The CPI primary residence rent index seems to be peaking edging down to 8.7% through May. This index tends to lag the Zillow and ApartmentList"
X Link 2023-06-20T22:13Z 58.8K followers, 30.2K 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. The manufacturing sector is showing signs of bottoming and nondefense capital goods orders excluding aircraft hit a record high in May. Consumer confidence is on the rise as job openings remain plentiful. Despite these positive developments regional surveys of prices paid and received remain disinflationary. This"
X Link 2023-06-27T16:28Z 58.8K followers, 97.8K engagements

"The current bull market started on October [--] with the S&P [---] rising 24.6% to a high of [-------] on July [--]. It's down only 1.3% through Friday's close seemingly finding resistance at the upper end of the bull market's channel"
X Link 2023-07-10T16:33Z 58.8K followers, 16K engagements

"It's been a hot summer but inflation is cooling off. Today's June CPI report showed that the headline inflation rate rose 0.2% m/m and 3.0% y/y. The core rate also rose 0.2% m/m and 4.8% y/y"
X Link 2023-07-12T20:33Z 58.8K followers, 20K engagements

"It's not quite the great fall of China but something is definitely off with China's economy. June's trade data showed that Chinese exports fell again and imports have remained flat since mid-2021"
X Link 2023-07-14T18:44Z 58.8K followers, 29.3K 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 58.8K followers, 16K engagements

"Today's economic indicators were upbeat. June's JOLTS report showed plentiful jobs July's M-PMI suggests a possible bottoming of the rolling recession and June's construction spending hit a record high The Atlanta Fed's GDPNow tracking model estimates that real GDP rose a whopping 3.9% during Q3 supporting the view that the soft-landing-rolling-recession scenario may be turning into a no-landing-rolling-recovery. We now assign 85% subjective odds to this new scenario and 15% to a hard-landing one through the end of next year. We're still targeting the S&P [---] at [----] by the end of next year."
X Link 2023-08-02T00:59Z 58.8K followers, 22.3K 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 58.8K followers, 17.2K 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 58.8K followers, 26.7K engagements

"πŸ§΅πŸ“ˆ Today's stock/bond rallies got a boost from the Q3 Productivity Report: a 5.9% jump in output and 4.7% in productivity. This supports robust growth without fueling inflation. #MarketTrends #ProductivityGrowth"
X Link 2023-11-02T20:18Z 58.8K followers, 21.6K 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 58.8K followers, 22.9K engagements

"1/3 🧡 Insider activity heats up signaling confidence in the economy. A notable uptick in buying at regional banks suggests a solid banking sector countering fears of a crisis. What's behind this surge Insiders bet big even amidst commercial real estate concerns"
X Link 2024-02-14T19:43Z 58.8K followers, 13.6K 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 58.8K followers, 29K engagements

"1/3 πŸ“ˆ Ray Dalio's bubble gauge reads [--] hinting at a balanced market rather than a bubble. With the S&P [---] up 19.5% since last Sep Dalio's outlook aligns more closely with our bullish stance. But as tech rallies narrow are we edging towards risk"
X Link 2024-03-05T21:09Z 58.8K followers, 18.3K 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 58.8K followers, 19.7K engagements

"YARDENI RESEARCH "OUR CHARTS" (March [--] 2024). Is the S&P [---] overbought Below is one of the Treasure trove of automatically updated charts on Have a look. Tell us what you think. Suggestions welcomed. #chartoftheday #yardeni #economy #SP500 ------------------------------------------------ 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"
X Link 2024-03-20T14:51Z 58.8K followers, [----] 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 58.8K followers, 15.4K engagements

"YARDENI RESEARCH "OUR CHARTS" (March [--] 2024). How does the current bull market compare to the previous [--] so far 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"
X Link 2024-03-26T15:13Z 58.8K followers, 11.5K 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"
X Link 2024-08-05T16:51Z 58.8K followers, 11.7K 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 58.8K 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 58.8K followers, 176.6K 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 58.8K followers, 11.2K 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 58.8K followers, 11.2K 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 58.8K followers, [----] engagements

""The U.S. continues to surprise to the upside" Ed Yardeni joins Squawk Box to discuss the latest market trends why he believes the market may be in the early stages of a melt-up state of the economy impact of the [----] election and more"
X Link 2024-10-22T00:00Z 58.8K followers, 16.4K 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 58.8K followers, 31.4K engagements

"2/3 πŸ“Š In our opinion even Goldman's optimistic scenario might not be optimistic enough. That's because we believe that the US economy is in a "Roaring 2020s" productivity growth boom with real GDP currently rising 3.0% y/y and inflation moderating to 2.0%"
X Link 2024-10-23T00:41Z 58.8K followers, [----] engagements

"3/3 πŸ‘‡ 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/3-annual-returns/ https://www.yardeniquicktakes.com/3-annual-returns/"
X Link 2024-10-23T00:41Z 58.8K followers, [----] 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 58.8K followers, 14.3K 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 58.8K 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 58.8K followers, 23K engagements

"1/3 The animal spirits being set loose by the economic policies of President-electDonald Trumpwill send the S&P [---] to [-----] by the end of the decade according to veteran strategistEd Yardeni"
X Link 2024-11-11T20:21Z 58.8K followers, 24.3K 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 58.8K followers, 10K 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 58.8K followers, 27.3K engagements

"🧡1/3: Start [----] with better advice about the economy and financial markets. The permabears have been wrong for so long. The bulls haven't been bullish enough"
X Link 2024-12-01T21:39Z 58.8K followers, 14.4K engagements

"πŸ₯‚ This is the time of year when we all wish one another a healthy happy and prosperous new year. The past two years werecertainlyprosperous onesfor equities investorsas the S&P [---] rose 23.3% following a 24.2% gain in 2023"
X Link 2025-01-01T22:31Z 58.8K followers, [----] engagements

"More stock market volatility ahead in January"
X Link 2025-01-06T06:04Z 58.8K followers, [----] engagements

"Technology stocks: Hold them or fold them after hearing Nvidias CEO at CES #Nvidia #CES2025 #NVIDIABlackwell"
X Link 2025-01-07T05:11Z 58.8K followers, [----] engagements

"Are the Bond Vigilantes spoiling the party in the stock market"
X Link 2025-01-08T04:17Z 58.8K followers, [----] engagements

"Is the Fed done raising the federal funds rate for a while"
X Link 2025-01-09T04:42Z 58.8K followers, [----] engagements

"How much longer might stock and bond prices remain volatile"
X Link 2025-01-14T04:46Z 58.8K followers, [----] engagements

"More running in place for stock and bond investors #stocks #bonds #inflation #ppi #volatility"
X Link 2025-01-15T03:59Z 58.8K followers, [----] engagements

"S&P500 rises to new record high as bond yields stall and Trump demands lower interest rates and oil prices. #sp500 #stocks #economics"
X Link 2025-01-24T13:02Z 58.8K followers, [----] engagements

"The stock market held up remarkably well on Monday despite the body blow to Nvidia and other tech shares. #Nvidia #DeepSeek #sp500"
X Link 2025-01-28T13:04Z 58.8K followers, [----] engagements

"Stock prices rebounded today confirming our view that the DeepSeek selloff wouldn't last long. #deepseek #nvidia #sp500"
X Link 2025-01-29T13:02Z 58.8K followers, [----] engagements

"Fed Chair Powell presses the pause button and is in no hurry to lower the federal funds rate again but still thinks more rate cuts are coming. #Powell #GDP #rates"
X Link 2025-01-30T13:02Z 58.8K followers, [----] engagements

"Bad news on tariffs should be offset by good economic news this week. #teriffs #sp500 #economy"
X Link 2025-02-03T13:03Z 58.8K followers, [----] engagements

"Trump [---] is about using tariff threats to push for deals that benefit the US. So far so good. #tariffs #sp500 #economy #trump"
X Link 2025-02-04T04:44Z 58.8K 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 58.8K followers, [----] engagements

"What is driving the price of gold to record highs #gold #sp500"
X Link 2025-02-19T13:04Z 58.8K followers, [----] engagements

"Check out the latest article in my newsletter: Trump Turmoil [---] Raises Odds Of A Recession via @LinkedIn https://www.linkedin.com/pulse/trump-turmoil-20-raises-odds-recession-edward-yardeni-bxnde https://www.linkedin.com/pulse/trump-turmoil-20-raises-odds-recession-edward-yardeni-bxnde"
X Link 2025-03-08T05:58Z 58.8K followers, 28.3K engagements

"Yardeni Research on CNBC today πŸ‘‡ Ed Yardeni Yardeni Research president joins Squawk Box to discuss if Yardeni is worried about recent action in the Treasury market the economic worry spots and much more. "10-year Treasury back exactly where it should be""
X Link 2025-04-14T18:34Z 58.8K followers, 11.3K 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

"Large-cap stocks dominated for years. Now money is rotating to mid-caps small-caps and foreign markets. All while the Mag-7's valuations are falling. πŸ”’ Members-Only https://quicktak.es/vykl https://quicktak.es/vykl"
X Link 2026-02-18T04:11Z 58.8K followers, [----] 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

"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

"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

"🏦 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

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@yardeni
/creator/twitter::yardeni