July Rate Hike Likely Stronger Than Consensus Expectations
The case for a July rate hike is stronger than consensus thinks. Recent Fed signals point to a hawkish shift driven by resilient growth, stable employment, and persistent inflation pressures. 🟢 Open https://t.co/W9Wxs6oMDa
S&P Earnings Rise, but P/E Stays Flat—Growth Doubted
Analysts now project S&P 500 earnings of $395 for 2027, yet P/E multiples haven't budged. Investors seem unwilling to pay more for growth they apparently don't believe. đź”’ Members-Only https://t.co/JE3ze1uZlm
Inflation Rises, Yet Spending, Hiring, Production Surge
Inflation is climbing to levels not seen since early 2023, yet consumers keep spending, businesses keep hiring, and manufacturers are surging to record production. đź”’ Members-Only https://t.co/dd8EF8klzi
Memorial Day Data
Memorial Day week brings light data but high stakes: Q1 GDP and core PCED Thursday could fuel rate hike bets already at 62.5% for December. We think July's in play. 🟢 Open https://t.co/Lfff4zB9Ia
S&P 500 Earnings Growth Expectations Hit Record 21.9%
Yardeni Research Chart of the Day (May 23, 2026) Exuberance check: S&P 500 long-term earnings growth expectations surged to 21.9%, a record outside the pandemic era. What's driving the optimism, and can fundamentals support it? https://t.co/qFWcL4OUp0
Hawkish Fed Chair May Calm Yields Amid Bond Vigilantes
Bond vigilantes are pushing back hard as markets brace for higher rates longer. The paradox: a hawkish Fed chair could actually help by bringing down long-term Treasury yields. 🟢 Open https://t.co/JYetOpImhO
Fed Holds Easing Bias Amid Razor‑Thin Vote, Yields Drop
The Fed kept its easing bias in April, but the vote was razor-thin. Three members formally dissented, and many others wanted it gone. Meanwhile, bond yields are falling. đź”’ Members-Only https://t.co/AZ6OQxesU6
Record S&P High, Earnings Breadth Soars, Sentiment Lags
The S&P 500 just hit a record high with earnings breadth at historic levels, yet the bull/bear sentiment ratio sits below its long-term average. đź”’ Members-Only https://t.co/wBJrco1b3U
Inflation Climbs, but Wage Demands Stay Muted
CPI just hit 3.8%, highest since May 2023. But wage pressures are sitting near record lows and workers aren't demanding raises like they did in 2021-22. đź”’ Members-Only https://t.co/XgCJN3pPRh
Economy and Consumers More Resilient Than Expected
Ed Yardeni tells CNBC the economy and consumer are more resilient than many think. Don't bet against their strength. https://t.co/Dm8ktjg2Tn
S&P Hits Record as Earnings Surge, Inflation Spikes
S&P 500 hits another record as Q1 earnings show 18% growth. But inflation is heating up with CPI expected to jump above 3.5% this week while consumers keep spending strong. 🟢 Open https://t.co/20ROUkKlJq
Memory and Photonics Stocks Outpace Magnificent 7 as AI Shifts Downstream
Memory chip makers and photonics companies are outperforming almost every Magnificent 7 stock this year. The AI trade is quietly shifting downstream. đź”’ Members-Only https://t.co/psFbwiQSDw
Boomer Savings Power Resilient Spending Amid Stagnant Incomes
Consumer spending keeps defying gravity as Baby Boomers tap their nest eggs. The gen-shaped economy explains why resilience continues despite lackluster income growth. 🟢 Open https://t.co/9JCPgu5pg4
Productivity Outpaces Wages as Profits Soar, Jobs Surge
Productivity just hit 2.9% growth while unit labor costs rose only 1.2%. Corporate profit margins are at record highs, yet jobless claims just touched their lowest level since 1969. đź”’ Members-Only https://t.co/60Jnyrcac0
S&P Earnings Set to Outpace 2000 Bubble as Valuations Drop
Analysts now expect S&P 500 earnings to grow faster than during the 2000 tech bubble. The market's valuation multiple is falling. đź”’ Members-Only https://t.co/QDz5MTvDhR