Consumer Sentiment Plummets Even as Retail Sales Surge
Consumer sentiment just hit a record low while retail sales are running the hottest they've been in over two years. 🔒 Members-Only https://t.co/gH4ALHEYBO
S&P 500 Rebounds Above Pre‑war Levels; Targets Unchanged
The S&P 500 is already back above where it was before the war started. Wall Street strategists never even changed their year-end targets. 🔒 Members-Only https://t.co/hCPHyKZhRV
Analysts Forecast S&P Earnings Double 30‑Year Average
Wall Street analysts are projecting S&P 500 earnings growth at double the 30-year average. They're more bullish than the bulls. 🔒 Members-Only https://t.co/F5lhKKAzl8
Geopolitical Tensions Offer Buying Opportunities, Says Yardeni
Ed Yardeni tells CNBC that geopolitical events are buying opportunities, even as Trump announces plans to blockade the Strait of Hormuz. https://t.co/L0aaO4wMJK
Hormuz Blockade Fuels Energy Surge Ahead of Fed Data
Middle East tensions are pushing energy prices higher as the Strait of Hormuz blockade hits markets. All eyes on inflation data and Fed speakers this week. 🟢 Open https://t.co/cLaM5AJanN
Financials Lag Despite Record Earnings and Top Margins
Financials are the worst-performing sector this year despite forward earnings at record highs and profit margins second-highest in the S&P 500. 🔒 Members-Only https://t.co/VkoCJ4Zo5n
Stocks Rise on War De‑escalation Hopes Amid Rising Inflation
Stocks are rallying on the bet the war will cool off. But inflation was already heating up before the conflict started, and now there's an energy shock on top of tariffs. 🔒 Members-Only https://t.co/68iJ07VMQU
S&P 500 Barely Dips 2.8% Amid Oil‑spiking War
The S&P 500 is down just 2.8% from its record high despite a war that shut the Strait of Hormuz and sent oil near $100. 🔒 Members-Only https://t.co/ypIHPpMbG0
Winter Drag Fades, Q2 GDP Rebound Likely
Yardeni Research Chart of the Day (April 8, 2026) Harsh winter weather dragged on growth from December through February. With that headwind fading, a solid Q2 GDP rebound looks increasingly likely. How much of a bounce are you expecting? https://t.co/abrVYc0cb0
Rising PMI Prices‑Paid Index Signals Potential CPI Surge
Yardeni Research Chart of the Day (April 6, 2026) PMI prices-paid indexes are flashing a warning: CPI inflation may be headed higher in the coming months. Is this rebound transitory or the start of something more persistent? https://t.co/7FFNkHNo0W
Tech’s Valuation Gap Narrows, Bubble Narrative Fades
Yardeni Research Chart of the Day (April 6, 2026) In the late 1990s, Tech's market-cap share towered 15 percentage points above its earnings share. Today that spread is 1.5 points. Earnings have done the catching up. Is the bubble comparison finally...
Manufacturing Expands Despite Oil Surge and Negative Sentiment
Oil prices spiking from geopolitical chaos, yet manufacturing PMI just hit its highest level since 2022. Firms are expanding even as 64% of their comments turn negative. 🔒 Members-Only https://t.co/y8VyQR2euZ
S&P 500 Historically Surges 30‑44% After Wars
Yardeni Research Chart of the Day (April 6, 2026) History is on the side of the bulls. The S&P 500 rose 31%-44% in the two years after four of six major US military conflicts since WWII. Does history rhyme here? https://t.co/L002x8ENP4
S&P 500 Valuation Drops as Earnings Surge, Recession Fears Unfounded
The S&P 500's valuation multiple fell 18% while forward earnings climbed to a record high. The market priced in recession fears that analysts never shared. 🔒 Members-Only https://t.co/nsxnGQf0yN
CPI to Gauge Oil Shock; Fed Minutes Hint Iran Stance
March CPI on Friday will show how the oil spike hit consumer prices. Meanwhile, Fed Minutes offer a window into policymakers' early thinking on the Iran conflict. 🟢 Open https://t.co/51FrxswWr9
