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QuickTakes

Timely market insights delivered throughout the day. Stay ahead with rapid-response analysis on breaking market developments.

To Infinity & Beyond: Artificial Intelligence, Semiconductors & Nvidia

To Infinity & Beyond: Artificial Intelligence, Semiconductors & Nvidia

Ed Yardeni
Semiconductors
Technology
Roaring 2020s
An Earnings-Led  Meltup For Stocks?

An Earnings-Led Meltup For Stocks?

Ed Yardeni
Earnings Season
Forward Earnings
Bull Market
Small, Medium, and Large Cap Stocks

Small, Medium, and Large Cap Stocks

Ed Yardeni
S&P 1500
Forward Earnings
Valuation
The Economic Week Ahead: November 18-22

The Economic Week Ahead: November 18-22

Ed Yardeni
Week Ahead
Manufacturing
Housing Market
MARKET CALL: Powell's Latest Pirouette

MARKET CALL: Powell's Latest Pirouette

Ed Yardeni
Fed
Market Call
Technicals
Trump 2.0 Supercharges Our Stay Home Investment Strategy

Trump 2.0 Supercharges Our Stay Home Investment Strategy

Ed Yardeni
Dollar
US Economy
Global Stocks
Sticky Landing For Inflation?

Sticky Landing For Inflation?

Ed Yardeni
Inflation
Fed
Productivity
From Election Uncertainty To Policy Uncertainty

From Election Uncertainty To Policy Uncertainty

Ed Yardeni
Surveys
Nasdaq
Banks
China: A Deflating Dragon

China: A Deflating Dragon

Ed Yardeni
China
Commodities
Inflation
Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?

Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?

Ed Yardeni
S&P 500
S&P 500 Earnings
Sentiment
The Economic Week Ahead: November 11-15

The Economic Week Ahead: November 11-15

Ed Yardeni
Week Ahead
CPI
Retail Sales
Powell's Mixed Message Remains Dovish

Powell's Mixed Message Remains Dovish

Ed Yardeni
Fed
Powell
Federal Funds Rate
Trump 2.0 and the Financial Markets

Trump 2.0 and the Financial Markets

Ed Yardeni
Political Cycles
Bull Market
Geopolitics
25bps Cut? We Strongly Dissent!

25bps Cut? We Strongly Dissent!

Ed Yardeni
FOMC
Consumer Confidence
PMI
Contrarian Curses & Tricky Cross Currents Since September 18

Contrarian Curses & Tricky Cross Currents Since September 18

Ed Yardeni
Bull Market
Breadth
Magnificent-7
Market Call: Trend Spotting

Market Call: Trend Spotting

Ed Yardeni
Market Call
Bonds
Gold
The Economic Week Ahead: November 4 - 8

The Economic Week Ahead: November 4 - 8

Ed Yardeni
Week Ahead
Productivity
Labor Market
Super Macro. Not So Super Micro.

Super Macro. Not So Super Micro.

Ed Yardeni
Inflation
Consumer
Unemployment
Going Nowhere Fast?

Going Nowhere Fast?

Ed Yardeni
GDP
Magnificent-7
Employment
Help Still Wanted

Help Still Wanted

Ed Yardeni
Labor Market
JOLTS
Consumer Confidence
Modern Monetary Magic At Work

Modern Monetary Magic At Work

Ed Yardeni
Fiscal Policy
Bond Market
US Treasury
Market Call: Sweep Stakes

Market Call: Sweep Stakes

Ed Yardeni
Market Call
US Politics
Geopolitics
The Economic Week Ahead: October 28 - Nov 1

The Economic Week Ahead: October 28 - Nov 1

Ed Yardeni
Week Ahead
Employment
GDP
Risk & Reward In Emerging Markets

Risk & Reward In Emerging Markets

Ed Yardeni
Emerging Markets
Dollar
Commodities
Bond Vigilantes Started Voting Early

Bond Vigilantes Started Voting Early

Ed Yardeni
Bond Vigilantes
Federal Funds Rate
Fiscal Policy