Yardeni Research’s flagship offering.
A daily deep dive into the market news, movement, and indicators.
Executive Summary: Various Trump administration initiatives have showered love on certain industries in the S&P 500 Financials sector, helping to lift its ytd performance to fourth among the S&P 500’s 11 sectors. Jackie counts the ways they’ve benefited. … Also:
Executive Summary: Oil appears to be stuck in the mud. Melissa analyzes the bullish and the bearish forces keeping the price of Brent crude futures mired below the mid-$60s per barrel. We expect to see more of the same in
Executive Summary: High drama surrounds the Bank of Japan’s monetary policy decision next week, William reports. BOJ Governor Ueda is determined to end the many years of extreme monetary ease that have squelched Japan’s animal spirits. Prime Minister Takaichi is
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
“The Architects of AI” are this year’s TIME Person of the Year. We asked Google’s Gemini, “Can you list when the front cover of TIME featuring Person of the Year has turned out to be a curse?” Gemini responded as follows: “While TIME Magazine maintains
As widely expected, the Fed lowered the federal funds rate (FFR) by 25 bps today. It has lowered the FFR by 75bps since September of this year. Since the start of the current easing cycle in September 2024, this rate has
I. Walmart Goes Nasdaq On Sunday, we wrote, “In effect, our spin is that every company is evolving into a technology company.” Today, Walmart transferred its primary listing to the technology-heavy Nasdaq from the New York Stock Exchange, where
Weekly webcast hosted by Dr Ed Yardeni.
Join live Mondays at 11AM ET or watch recordings of previous weeks.
