Skip to main content
Yardeni Research
Menu
Theme
Sign In
S&P 500655.83+0.09%
Dow 30465.06-0.09%
Nasdaq584.98+0.11%
10-Yr Yield4.31%-0.46%
2-Yr Yield3.79%-0.52%
2s/10s Spread+0.52%
Crude Oil137.92+11.15%
Gold429.41-1.92%
USD Index27.86+0.47%
Bitcoin$66,959-0.00%
S&P 500655.83+0.09%
Dow 30465.06-0.09%
Nasdaq584.98+0.11%
10-Yr Yield4.31%-0.46%
2-Yr Yield3.79%-0.52%
2s/10s Spread+0.52%
Crude Oil137.92+11.15%
Gold429.41-1.92%
USD Index27.86+0.47%
Bitcoin$66,959-0.00%
S&P 500655.83+0.09%
Dow 30465.06-0.09%
Nasdaq584.98+0.11%
10-Yr Yield4.31%-0.46%
2-Yr Yield3.79%-0.52%
2s/10s Spread+0.52%
Crude Oil137.92+11.15%
Gold429.41-1.92%
USD Index27.86+0.47%
Bitcoin$66,959-0.00%

Independent Financial Research & Analysis

Since 2007

Daily briefings, 6,500+ real-time charts, and macro insights from Dr. Ed Yardeni and his research team.

Yardeni Research chart search interface showing real-time market data visualizations
Morning Briefings and QuickTakes on mobile devices showing market analysis

Latest Research

Recent insights from our daily morning briefings

Subscriber

On Aluminum, P/Es & Semis

The Iran war has tightened the market for aluminum, driving up prices and benefitting US producers. Jackie looks at the market dynamics and what Alcoa execs had to say about the unexpected demand they’re seeing. … Alcoa is also building a gallium plant for the US, Australian, and Japanese governments to ensure ample supplies of the metal used in electronics and produced mostly by China. … Also: Some S&P 500 sectors and industries have enjoyed rising valuations over the past year; we list some of the biggest winners. … And in our Disruptive Technologies segment, three announcements could dramatically alter demand and supply in the semiconductor industry.

Read Full Analysis
Subscriber

On Private Credit, Brazil, And Earnings

The private-credit market is inherently illiquid. Recently, it has needed to gate redemptions, making investors who want access to their funds wait. Vocal retail investors have reporters questioning whether this could trigger a 2008-style financial crisis. That’s not happening, Melissa explains. But she outlines two contagion-transmission paths that bear watching during these uncertain times. … Also: William takes us to Brazil, where the uncertain outcome of a close presidential race will keep investors in limbo for months. Meanwhile, prioritizing Brazilian stocks over bonds might be wise. … And: Joe expects S&P 500 companies’ collective Q1 earnings growth to beat even the 14% analysts project.

Read Full Analysis
Subscriber

Taiwan: Great Business, Bad Location

Taiwan’s economy could be collateral damage in the Iran war, reports William. The US’s geopolitical ambitions might embolden China to make good on its pledge to bring Taiwan back under its wing, especially if President Trump doesn’t offer the island nation continued US support—as well he might not. The prospect of TSMC under Chinese control holds apocalyptic economic implications since that one company makes most of the world’s advanced semiconductors. But Taiwanese ETFs are rallying all the same. Is the market right that China won’t risk its own GDP growth by invading Taiwan? … Also: Toby examines Taiwan’s rapidly growing but precariously undiversified economy, overly dependent on tech exports.

Read Full Analysis
View All Morning Briefings

Our Research Library

19 years of daily research, charts, and analysis

Morning Briefings

1,775

Daily market analysis and research insights

View

QuickTakes

1,346

Timely commentary on market events

View

Real-Time Charts

6,541

Real-time data visualizations and trends

Explore

AI Research Assistant

3,100

Search research documents instantly with AI

View

Find Any Chart in Seconds

Search across 6,441+ real-time charts with instant visual previews

Popular:
unemployment
inflation
S&P 500
GDP
interest rates
AT&T: FORWARD P/E

AT&T: FORWARD P/E

S&P 500 STOCK PRICE INDEX WITH 4%-7% CAGR PATHS

S&P 500 STOCK PRICE INDEX WITH 4%-7% CAGR PATHS

MSCI EARNINGS PER SHARE: FRANCE

MSCI EARNINGS PER SHARE: FRANCE

S&P 500 STOCK PRICE INDEX & GEOPOLITICAL CRISES

S&P 500 STOCK PRICE INDEX & GEOPOLITICAL CRISES

Sample charts from our collection of 6,441+ visualizations

Try Yardeni Research free for four weeks.

Full access to everything we publish. No credit card, no obligation.

Daily Morning Briefings6,500+ Real-Time ChartsSame-Day QuickTakes