• Introduces Ed Yardeni and asks for reasons for equity investor optimism.
    Speaker1
  • Edward Yardeni
    First reason: Middle East situation has calmed down with ceasefire, bombs aren't dropping.
    May take six months for full peace agreement, but main point is de-escalation.
  • Edward Yardeni
    Second reason: Earnings have been on fire, leading to earnings-led melt up in stock market.
    Earnings expectations continued increasing during war; analysts didn't get feedback from companies about earnings concerns.
  • Notes clear feedback from equity markets: overwhelming enthusiasm for tech, 12-day NASDAQ 100 run not just chips, Microsoft had fantastic week.
    Asks what's behind renewed enthusiasm for tech trade.
    Speaker1
  • Edward Yardeni
    The roaring 2020s - similarities to 1920s with technologically-led productivity gains increasing consumer purchasing power and economic growth.
    Saw growth most of last year, weakness in Q4/Q1 blamed on weather, expects tremendous growth in spring, economy's resilience phenomenal.
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