Dr. Ed Yardeni

Valuation Multiples

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As of Q3, the market capitalization of equities was 14.7 times corporate profits, not much higher than the average since 1960.

A Quick Tour Of Global IT

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The information technology industry is one of the most competitive in the world. Creative destruction is its modus operandi.

S&P 500, Oil, & the Dollar (Excerpt)

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Since the start of the year, institutional investors seem to have stopped reacting to headline risk as quickly and intensely as they did since the start of the bull market.

US Federal Spending

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Federal government spending has flattened out around $3.5 trillion at an annual rate since mid-2009. This follows a big jump during the previous two years. Dr...

China Stocks Rebound

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China’s Shanghai-Shenzhen 300 has been among the worst-performing stock markets so far this year. However, it jumped 5.0 percent last week on better economic news out of China.

Stock Market Valuation

The S&P may have to wait until next year to break September 14th's record high of 1,465.

Second Terms

Drop in the S&P 500 discredits an Obama victory will be bullish for the stock market.

Germany's Ifo Survey

Global economy will be in bad shape in 2013 if the US falls off the fiscal cliff.

NZIRP Forever

The Fed should target the federal funds near zero until unemployment fails below 5.5 percent says FRB Minneapolis President.       

Euro Mess

It may take a lot to keep Spain in the euro zone. ECB president promises to do "whatever it takes" to defend the euro.