Morning Briefing

Yardeni Research’s flagship offering.

A daily deep dive into the market news, movement, and indicators.

Oil, Housing & Stablecoins

Executive Summary: The escalation of war in the Middle East has caused oil prices to spike and thrown prior oil price forecasts out the window. Jackie takes a look at the dynamics affecting oil pricing in light of the recent

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Concentration Here & There

Executive Summary: Much ink has been spilled on the Magnificent-7 stocks’ outsized influence over the S&P 500’s performance given the group’s huge share of the index’s capitalization. Are other stock markets of the world similarly weighed down (or buoyed up)

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Japan’s Rough Road, China’s Silk Road

Executive Summary: Fear of Trump’s tariff impacts has already sapped the life out of Japan’s consumer sector, raising the specter of stagflation and thwarting the Bank of Japan’s tightening plans. If BOJ Governor Ueda fails to navigate the economy away

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QuickTakes

The most concise analysis of the key variables driving the global economy and financial markets.

Short-form takes on current market events.

“UNCONDITONAL SURRENDER”

The stock market held up remarkably well today considering that President Donald Trump abruptly left the Group of Seven meeting in the Canadian Rockies this morning. On his way home, he warned Tehran’s residents to get out of town

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ECONOMIC WEEK AHEAD: June 16–20

The moment Fed watchers have waited for is finally here—albeit with less drama than many believed a few weeks back. As we’ve long said, the two-day June Federal Open Market Committee meeting (Tue-Wed) should come and go with the

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Webcasts

Weekly webcast hosted by Dr Ed Yardeni.

Join live Mondays at 11AM ET or watch recordings of previous weeks.