Chart Collection for Morning Briefing
|
|
- Rebecca Foster
- 5 years ago
- Views:
Transcription
1 Chart Collection for Morning Briefing February 13, 217 Dr. Edward Yardeni Mali Quintana Please visit our sites at blog. thinking outside the box
2 Figure 1. S&P 5 INDEX 2/ Note: Dotted lines show previous years closing prices. Source: Standard & Poor s Figure 2. US TREASURY 1-YEAR BOND YIELD (percent) Source: Federal Reserve Board. Yield (2.41) / Page 1 / February 13, 217 / Chart Collection for Morning Briefing
3 Figure 3. S&P 5 INDEX QE1 QE2 QE3 S&P 5 Index US Treasuries + Agency Debt + MBS (trillion dollars) Note: QE1 (11/25/8) = Fed starts buying $1.24tn in mortgage securities. QE1 expanded (3/16/9) = Fed starts buying $3bn in Treasuries. QE2 (11/3/1) = Fed starts buying $bn in Treasuries. QE3 (9/13/12) = Fed starts buying $4bn/month in mortgage securities (open ended). QE3 expanded (12/12/12) = Fed starts buying $45bn/month in Treasuries Source: Standard & Poor s. Figure 4. FEDERAL FUNDS RATE FUTURES (percent) month (1.16) 6-month (.88) 3-month (.69) nearby (.68) / Source: Chicago Mercantile Exchange.. Page 2 / February 13, 217 / Chart Collection for Morning Briefing
4 2 2 1 Figure 5. S&P 5, FORWARD EARNINGS, & VALUATION (weekly) S&P 5 2/1/17 S&P 5 Blue Angels Implied Price Index* 2/2/17 x17 x16 x15 x14 x x x11 x * Implied price index calculated using forward earnings times forward P/Es. Source: Standard & Poor s and Thomson Reuters I/B/E/S. 2 2 Figure 6. S&P 5 DIVIDENDS & BUYBACKS (billion dollars, annualized) Jan Buybacks Dividends S&P 5 Index Q Source: Standard & Poor s. Q3 Page 3 / February 13, 217 / Chart Collection for Morning Briefing
5 Figure 7. LIQUID ASSETS (billion dollars, sa) Savings Deposits (including Money Market Deposit Accounts)* Plus Total Small Time Deposits** Plus Retail MMMFs** Savings Deposits (including Money Market Deposit Accounts)* / * Included in M2. ** Included in M2. IRA and Keogh account balances are excluded. Source: Federal Reserve Board. Figure 8. SAVINGS DEPOSITS (yearly change, billion dollars) 1/ Source: Federal Reserve Board. - Page 4 / February 13, 217 / Chart Collection for Morning Briefing
6 75 5 Figure 9. BOND MUTUAL FUNDS* PLUS ETF BOND INDEX FUNDS (monthly net inflows, billion dollars) BOND MUTUAL FUNDS* (monthly net inflows, billion dollars) ETF BOND INDEX FUNDS (monthly net inflows, billion dollars) * Net sales (including reinvested dividends) less redemptions plus the net results of fund switches. Source: Investment Company Institute. -75 Page 5 / February 13, 217 / Chart Collection for Morning Briefing
7 5 Figure 1. BOND MUTUAL FUNDS* PLUS ETF BOND INDEX FUNDS (yearly net inflows, billion dollars) BOND MUTUAL FUNDS* (yearly net inflows, billion dollars) ETF BOND INDEX FUNDS (yearly net inflows, billion dollars) * Net sales (including reinvested dividends) less redemptions plus the net results of fund switches. Source: Investment Company Institute. 1-1 Page 6 / February 13, 217 / Chart Collection for Morning Briefing
8 1 8 6 Figure 11. EQUITY MUTUAL FUNDS* PLUS ETF EQUITY INDEX FUNDS (monthly net inflows, billion dollars) EQUITY MUTUAL FUNDS* (monthly net inflows, billion dollars) ETF EQUITY INDEX FUNDS (monthly net inflows, billion dollars) * Net sales (including reinvested dividends) less redemptions plus the net results of fund switches. Source: Investment Company Institute Page 7 / February 13, 217 / Chart Collection for Morning Briefing
9 4 Figure 12. EQUITY & BOND MUTUAL FUNDS (cumulative flows since 199, trillion dollars) 4 3 Cumulative Net Inflows Equity Mutual Funds (2.7) 3 Bond Mutual Funds (3.) Source: Investment Company Institute. 3 Figure 13. EQUITY FUNDS (cumulative flows, trillion dollars) 3 Cumulative Net Inflows 2 Equity Mutual Funds (since January 199) (2.7) ETF Equity Index Funds (since January 1) (1.7) Source: Investment Company Institute. Page 8 / February 13, 217 / Chart Collection for Morning Briefing
10 2 Figure 14. CHINA: MERCHANDISE TRADE* (trillion yuan, saar, ratio scale) 2 15 Total Exports Jan 15 Imports * Excluding Hong Kong. Source: China Customs and Haver Analytics Figure 15. CHINA: MERCHANDISE TRADE* (yearly percent change, local currency) Total Exports (22.1) Imports (44.4) Jan * Excluding Hong Kong. Source: China Customs and Haver Analytics. Page 9 / February 13, 217 / Chart Collection for Morning Briefing
11 Figure 16. CHINA: RAILWAYS FREIGHT TRAFFIC & IMPORTS PLUS EXPORTS Jan Railways Freight Traffic (1 million tons, nsa) Imports Plus Exports (billion yuan, saar) Source: China National Bureau of Statistics, China Customs, and Haver Analytics. 4 Figure 17. CHINA: MERCHANDISE TRADE BALANCE (trillion yuan, 12-month sum) 4 3 Jan Source: China Customs and Haver Analytics. Page 1 / February 13, 217 / Chart Collection for Morning Briefing
12 Figure 18. CHINA: IMPLIED INTERNATIONAL CAPITAL FLOWS* (billion dollars) Jan * 12-month change in non-gold international reserves minus 12-month sum of the merchandise trade surplus (deficit). Source: China Customs and Haver Analytics. 12 Figure 19. UK: INDUSTRIAL PRODUCTION (8=1) Total Manufacturing Source: Office for National Statistics. 9 Page 11 / February 13, 217 / Chart Collection for Morning Briefing
13 Copyright (c) 217. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on, blog., and YRI s Apps for ipads and iphones are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company s stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed on any product, service, report, or website are proprietary to and constitute valuable intellectual property. No material from any part of, blog., and YRI s Apps for ipads and iphones may be downloaded, transmitted, broadcast, transferred, assigned, reproduced or in any other way used or otherwise disseminated in any form to any person or entity, without the explicit written consent of All unauthorized reproduction or other use of material from Yardeni Research, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Yardeni Research, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights. The recipient should check any and any attachments for the presence of viruses. accepts no liability for any damage caused by any virus transmitted by this company s s, website, blog and Apps. Additional information available on request. requests@
Chart Collection for Morning Briefing
Chart Collection for Morning Briefing February 12, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 3 29
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing March 7, 1 Dr. Edward Yardeni 1-97-73 eyardeni@ Mali Quintana --1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Figure 1. MSCI FORWARD
More informationMoney & Credit: China Social Financing
Money & Credit: China Social Financing December, 7 Dr. Edward Yardeni -97-7 eyardeni@ Mali Quintana -- aquintana@ Please visit our sites at www. blog. thinking outside the box Figure. : TOTAL (trillion
More informationUS Monetary Policy: Winding & Unwinding QE
US Monetary Policy: Winding & Unwinding QE May 11, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www.
More informationStock Market Briefing: S&P 500 Blue Angels
Stock Market Briefing: S&P 0 Blue Angels September 4, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at www.
More informationStock Market Indicators: Liquid Assets
Stock Market Indicators: Liquid Assets November 24, 2017 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at blog. thinking outside the box Table Of
More informationStock Market Indicators: S&P 500/400/600 Metrics Ratios
Stock Market Indicators: S&P 500/400/600 Metrics Ratios February 2, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing April 19, 218 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 1 Figure
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing April 4, 218 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana -664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 1 Figure 1.
More informationGlobal Economic Indicators: China Trade
Global Economic Indicators: China Trade June, 1 Dr. Edward Yardeni 51-97-73 eyardeni@ Debbie Johnson --1333 djohnson@ Mali Quintana --1333 aquintana@ Please visit our sites at www. blog. thinking outside
More informationGlobal Economic Briefing: Central Bank Balance Sheets
Global Economic Briefing: Central Bank Balance Sheets June 22, 216 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking outside the box
More informationUS Economic Indicators: Mortgage Applications & Mortgage Rates
US Economic Indicators: Mortgage Applications & Mortgage Rates February 7, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationUS Economic Indicators: Personal Saving
US Economic Indicators: Personal Saving August 7, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www.
More informationUS Government Finance: Federal GDP Outlays & Income Redistribution
US Government Finance: Federal GDP Outlays & Income Redistribution September 13, 18 Dr. Edward Yardeni 16-97-7683 eyardeni@ Mali Quintana 8-66-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationMutual Funds. Yardeni Research, Inc. June 28, Dr. Edward Yardeni
Mutual Funds June 28, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-663-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box
More informationMutual Funds. Yardeni Research, Inc. November 30, Dr. Edward Yardeni
Mutual Funds November 3, 216 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-663-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the
More informationUS Demography: Median Age & Life Expectancy
US Demography: Median Age & Life Expectancy March 22, 2016 Dr. Edward Yardeni 516-9-83 eyardeni@ Mali Quintana 4-6-1333 aquintana@ Please visit our sites at blog. thinking outside the box Table Of Contents
More informationUS Mutual Funds Monthly Statistics (Including ETFs)
US Mutual Funds Monthly Statistics (Including ETFs) December 9, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Please visit our sites at www. blog. thinking outside
More informationUS Mutual Funds Monthly Statistics (Including ETFs)
US Mutual Funds Monthly Statistics (Including ETFs) April 1, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Please visit our sites at www. blog. thinking outside the
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing February 21, 219 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking outside the box 5.5 5. Figure
More informationMoney & Credit: Central Bank Holdings Of US Securities
Money & Credit: Central Bank Holdings Of US Securities August, 8 Dr. Edward Yardeni -97-78 eyardeni@ Debbie Johnson 8-- djohnson@ Mali Quintana 8-- aquintana@ Please visit our sites at www. blog. thinking
More informationStock Market Briefing: S&P 500 Interest Expense
Stock Market Briefing: S&P Interest Expense June 27, 17 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking
More informationStock Market Indicators: Margin Debt
Stock Market Indicators: December 25, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationMoney & Credit: US Quarterly Banking Profile (FDIC)
Money & Credit: US Quarterly Banking Profile (FDIC) December 18, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside
More informationGlobal Economic Briefing: Central Bank Balance Sheets
Global Economic Briefing: Central Bank Balance Sheets October 31, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside
More informationGlobal Economic Briefing: Central Bank Balance Sheets
Global Economic Briefing: Central Bank Balance Sheets December 14, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside
More informationMarket Briefing: US Bond Yields
Market Briefing: US Bond Yields November 1, 018 Dr. Edward Yardeni 51-97-78 eyardeni@ Mali Quintana 80--1 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Economic Briefing: China International Reserves & Capital Flows
Global Economic Briefing: China International Reserves & Capital Flows December 15, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Please visit our sites at www. blog.
More informationUS Flow of Funds: Rest of World Holdings of US Public & Private Debt
US Flow of Funds: Rest of World Holdings of US Public & Private Debt December 4, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog.
More informationUS Flow of Funds: US Household Wealth
US Flow of Funds: US Household Wealth June 7, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 480-663-1333 djohnson@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at www. blog.
More informationUS Stock Market Briefing: Trump & Stocks
US Stock Market Briefing: & Stocks September 20, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at blog. thinking
More informationUS Flow of Funds: Mutual Funds & ETFs By Investment Objective
US Flow of Funds: Mutual Funds & ETFs By Investment Objective March 1, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-663-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit
More informationUS Economic Indicators: Citigroup Economic Surprise Index
US Economic Indicators: Citigroup Economic February 9, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 480-664-1333 djohnson@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites
More informationUS Economic Indicators: YRI Earned Income Proxy
US Economic Indicators: YRI Earned Income Proxy April 1, 1 Dr. Edward Yardeni 51-97-73 eyardeni@ Debbie Johnson --1333 djohnson@ Mali Quintana --1333 aquintana@ Please visit our sites at blog. thinking
More informationUS Flow of Funds: Treasury International Capital System (TICS)
US Flow of Funds: Treasury International Capital System (TICS) July 17, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking outside
More informationUS Flow of Funds: Treasury International Capital System (TICS)
US Flow of Funds: Treasury International Capital System (TICS) November 16, 216 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking outside
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing October 25, 1 Dr. Edward Yardeni 5-972-763 eyardeni@ Mali Quintana 4-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 325 3 275 Figure
More informationStock Market Briefing: S&P 500 Trailing P/E Ratios
Stock Market Briefing: S&P Trailing P/E Ratios January 31, 18 Dr. Edward Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www.
More informationUS Economic Indicators: Consumer Credit
US Economic Indicators: Consumer Credit November 7, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www.
More informationGlobal Index Briefing: Major MSCI Stock Markets Revenues & Earnings
Global Index Briefing: Major MSCI Stock Markets Revenues & Earnings September 2, 20 Dr. Edward Yardeni 1-2-3 eyardeni@ Joe Abbott 32-4-30 jabbott@ Mali Quintana 40-4-1333 aquintana@ Please visit our sites
More informationGlobal Index Briefing: Major MSCI Stock Markets Revenues & Earnings
Global Index Briefing: Major MSCI Stock Markets Revenues & Earnings May 2, 20 Dr. Edward Yardeni 1-2-3 eyardeni@ Joe Abbott 32-4-30 jabbott@ Mali Quintana 40-4-1333 aquintana@ Please visit our sites at
More informationUS Flow of Funds: Nonfinancial Corporate Debt Burden
US Flow of Funds: Nonfinancial Corporate Debt Burden December 1, 1 Dr. Edward Yardeni 1-97-783 eyardeni@ Debbie Johnson 8--1333 djohnson@ Mali Quintana 8--1333 aquintana@ Please visit our sites at www.
More informationUS Economic Indicators: Individual Tax Receipts Per Worker
US Economic Indicators: Individual Tax Receipts Per Worker August, 18 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 480-664-1333 djohnson@ Mali Quintana 480-664-1333 aquintana@ Please visit
More informationGlobal Index Briefing: China MSCI Sectors
Global Index Briefing: China MSCI Sectors January, Dr. Ed Yardeni -97-7 eyardeni@ Joe Abbott 7-97- jabbott@ Mali Quintana -- aquintana@ Please visit our sites at blog. thinking outside the box Table Of
More informationPerformance 2018: S&P 500/400/600 Sectors
Performance 218: S&P /4/6 Sectors February 9, 218 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing December 14, 217 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking outside the box 2 Figure 1.
More informationUS Government Finance: Debt
US Government Finance: Debt December 1, 17 Dr. Edward Yardeni 1-97-783 eyardeni@ Mali Quintana 8--1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationUS Economic History: Great Recession
US Economic History: Great Recession January 29, 216 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog.
More informationMarket Briefing: Nominal & Real Yields & Inflationary Expectations
Market Briefing: Nominal & Real Yields & Inflationary Expectations January, 1 Dr. Edward Yardeni 1-97-73 eyardeni@ Debbie Johnson --1333 djohnson@ Mali Quintana --1333 aquintana@ Please visit our sites
More informationUS Economic Indicators: New Home Sales & Housing Market Index
US Economic Indicators: New Home Sales & Housing Market Index ember 27, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking outside
More informationMoney & Credit: US Short-Term Business Credit
Money & Credit: US Short-Term Business Credit December 21, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box
More informationGlobal Economic Indicators: Global Purchasing Managers Indexes
Global Economic Indicators: Global Purchasing Managers Indexes December 18, 2017 Dr. Edward Yardeni 6-972-7683 eyardeni@ Debbie Johnson 0-664-1333 djohnson@ Mali Quintana 0-664-1333 aquintana@ Please visit
More informationStock Market Indicators S&P 500 Yields: Earnings, Dividends, & Buybacks
Stock Market Indicators S&P Yields: Earnings, Dividends, & Buybacks November, Dr. Edward Yardeni -9- eyardeni@ Joe Abbott -9- jabbott@ Mali Quintana -- aquintana@ Please visit our sites at www. blog. thinking
More informationStock Market Briefing: S&P 500 Revenues & Earnings Growth Rate
Stock Market Briefing: Growth Rate March 2, 19 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at blog. thinking outside the box Table Of Contents Table
More informationUS Demography: Median Age, Longevity, & Deaths
US Demography: Median Age, Longevity, & Deaths December 21, 2017 Dr. Edward Yardeni 516-9-83 eyardeni@ Mali Quintana 4-4-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table
More informationGlobal Index Briefing: Emerging Markets MSCI Sectors
Global Index Briefing: Emerging Markets MSCI Sectors October 11, 1 Dr. Ed Yardeni 1-7-7 eyardeni@ Joe Abbott 7-7- jabbott@ Mali Quintana --1 aquintana@ Please visit our sites at blog. thinking outside
More informationUS Economic Indicators: Personal Income & Consumption
US Economic Indicators: Personal Income & Consumption December, 17 Dr. Edward Yardeni 1-97-73 eyardeni@ Debbie Johnson --1333 djohnson@ Mali Quintana --1333 aquintana@ Please visit our sites at www. blog.
More informationGlobal Economic Indicators: United Kingdom Wages
Global Economic Indicators: United Kingdom Wages December 17, 1 Dr. Edward Yardeni 1-97-7 eyardeni@ Debbie Johnson --1 djohnson@ Mali Quintana --1 aquintana@ Please visit our sites at www. blog. thinking
More informationMarket Briefing: MSCI Correlations
Market Briefing: MSCI Correlations January 17, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Materials Blue Angels
S&P 500 Industry Briefing: Materials Blue Angels October 19, 2018 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at
More informationUS Government Finance: Outlays and Receipts
US Government Finance: Outlays and Receipts November 2, 217 Dr. Edward Yardeni 5-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table
More informationStock Market Indicators S&P 500 Yields: Earnings, Dividends, & Buybacks
Stock Market Indicators S&P Yields: Earnings, Dividends, & Buybacks November, Dr. Edward Yardeni -9- eyardeni@ Joe Abbott -9- jabbott@ Mali Quintana -- aquintana@ Please visit our sites at www. blog. thinking
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing August, 1 Dr. Edward Yardeni 1-97-73 eyardeni@ Mali Quintana --1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 3 1 Figure 1. S&P & RECESSIONS
More informationStock Market Briefing: S&P 500 Earnings Squiggles
Stock Market Briefing: S&P Earnings Squiggles April 23, Dr. Edward Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Mali Quintana 4-664-33 aquintana@ Please visit our sites at www. blog. thinking
More informationMarket Briefing: US Corporate Bond Yields
Market Briefing: December 9, 7 Dr. Edward Yardeni -97-7 eyardeni@ Debbie Johnson -- djohnson@ Mali Quintana -- aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: S&P 500 Excluding Energy
S&P Industry Briefing: S&P Excluding Energy October, 18 Dr. Ed Yardeni 16-97-7683 eyardeni@ Joe Abbott 73-97-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationMarket Briefing: US Interest Rates
Market Briefing: US Interest Rates December 11, 217 Dr. Edward Yardeni 51-972-783 eyardeni@ Debbie Johnson 48-4-1333 djohnson@ Mali Quintana 48-4-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationGlobal Index Briefing: Brazil MSCI
Global Index Briefing: Brazil MSCI February 1, 20 Dr. Ed Yardeni 1-972-73 eyardeni@ Joe Abbott 732-97-30 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationGlobal Index Briefing: Turkey MSCI
Global Index Briefing: Turkey MSCI January 2, 218 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationUS Flow of Funds: Total Debt Measures
US Flow of Funds: Total Debt Measures December, 7 Dr. Edward Yardeni 6-97-7683 eyardeni@ Mali Quintana 48-664-333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationGlobal Index Briefing: Emerging Markets Energy Sector MSCI
Global Index Briefing: Emerging Markets Energy Sector MSCI June 27, 218 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box
More informationUS Economic Indicators: Yield Curve
US Economic Indicators: February 1, 218 Dr. Edward Yardeni 16-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationGlobal Economic Briefing: Central Bank Balance Sheets
Global Economic Briefing: Central Bank Balance Sheets April 3, 214 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing May 1, 18 Dr. Edward Yardeni 16-97-768 eyardeni@ Mali Quintana 8-66-1 aquintana@ Please visit our sites at www. blog. thinking outside the box 7. 6 6..... 1. - - -1
More informationMarket Briefing: S&P 500 Revenues, Earnings, & Dividends
Market Briefing: S&P Revenues, Earnings, & Dividends December 1, 16 Dr. Edward Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333
More informationUS Economic Indicators: Corporate Taxes
US Economic Indicators: February 9, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationMarket Briefing: S&P 500 Revenues, Earnings, & Dividends
Market Briefing: S&P Revenues, Earnings, & Dividends November 24, 17 Dr. Edward Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333
More informationUS Flow of Funds: Equities
US Flow of Funds: Equities December 29, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-663-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationGlobal Index Briefing: EMU MSCI Sectors
Global Index Briefing: EMU MSCI Sectors May, 1 Dr. Ed Yardeni 1-- eyardeni@ Joe Abbott -- jabbott@ Mali Quintana --1 aquintana@ Please visit our sites at blog. thinking outside the box Table Of Contents
More informationGlobal Index Briefing: Emerging Markets Health Care Sector MSCI
Global Index Briefing: Emerging Markets Health Care Sector MSCI May 18, 218 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationGlobal Index Briefing: Europe Energy Sector MSCI
Global Index Briefing: Europe Energy Sector MSCI November 6, Dr. Ed Yardeni 16-972-76 eyardeni@ Joe Abbott 72-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationGlobal Index Briefing: World Energy Sector MSCI
Global Index Briefing: World Energy Sector MSCI October 2, 18 Dr. Ed Yardeni 16-972-768 eyardeni@ Joe Abbott 72-497-06 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationGlobal Index Briefing: Germany MSCI
Global Index Briefing: Germany MSCI July 17, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: South Africa MSCI
Global Index Briefing: South Africa MSCI July 5, 20 Dr. Ed Yardeni 5-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Commercial Printing
S&P Industry Briefing: Commercial Printing April 2, 1 Dr. Ed Yardeni 1-972-73 eyardeni@ Joe Abbott 732-97-3 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: REITs Composite
S&P 5 Industry Briefing: REITs Composite May, 217 Dr. Ed Yardeni 51-972-73 eyardeni@ Joe Abbott 732-497-5 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing July 12, 17 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 0-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 175 1 1 Figure
More informationUS Demography: Age Wave
US Demography: Age Wave April, Dr. Edward Yardeni 5-97-73 eyardeni@ Mali Quintana --333 aquintana@ Please visit our sites at blog. thinking outside the box Table Of Contents Table Of Contents 3- April,
More informationGlobal Economic Indicators: Exports & Imports In Real GDP
Global Economic Indicators: & In Real GDP March 8, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 480-664-1333 djohnson@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at www.
More informationGlobal Index Briefing: China Financials Sector MSCI
Global Index Briefing: China Financials Sector MSCI May 9, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationGlobal Index Briefing: World ex-us Energy Sector MSCI
Global Index Briefing: World ex-us Energy Sector MSCI April 11, Dr. Ed Yardeni 16-972-76 eyardeni@ Joe Abbott 72-497-06 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationStock Market Briefing: Stocks As Recession Indicator
Stock Market Briefing: Stocks As Recession Indicator June 29, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 80-66-1333 djohnson@ Mali Quintana 80-66-1333 aquintana@ Please visit our sites
More informationUS Government Finance: Outlays and Receipts
US Government Finance: Outlays and Receipts June 16, 2 Dr. Edward Yardeni 516-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table
More informationStock Market Briefing: Fed s Stock Valuation Model Monthly/Weekly
Stock Market Briefing: Monthly/Weekly March 9, 218 Dr. Edward Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationGlobal Index Briefing: Canada MSCI
Global Index Briefing: Canada MSCI November 24, 17 Dr. Ed Yardeni 516-972-763 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationGlobal Index Briefing: World Oil, Gas & Consumable Fuels Industry MSCI
Global Index Briefing: World Oil, Gas & Consumable Fuels Industry MSCI May 11, Dr. Ed Yardeni 16-972-76 eyardeni@ Joe Abbott 72-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationS&P 500 Industry Briefing: Health Care
S&P Industry Briefing: Health Care October 19, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: Netherlands MSCI
Global Index Briefing: Netherlands MSCI December 22, 17 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing November 5, 1 Dr. Edward Yardeni 51-97-73 eyardeni@ Mali Quintana --1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 35 3 75 5 Figure
More informationUS Economic Indicators: Balance of Payments
US Economic Indicators: Balance of Payments November 9, 217 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 48-664-1333 djohnson@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at
More information