Yardeni Research’s flagship offering.
A daily deep dive into the market news, movement, and indicators.
Executive Summary: Among the improbable accomplishments of artificial intelligence, it has turned sleepy Utilities stocks into hot commodities. Demand for electricity to power AI data centers is expected to soar. Jackie examines forecasts for electricity generation and what’s fueling them.
Executive Summary: As Brazil’s economy falters, its central bank has not eased, more determined to tame inflation than spur economic growth. Such Volcker-esque monetary policy has put bank chief Gabriel Galipolo in the hotseat, William reports, and at odds with
Executive Summary: It’s not China’s feared “Lehman moment.” But the psychological impact of Chinese property developer Vanke’s inability to pay its debt on time can’t be overstated, writes William. The situation is rattling investors who recall the 2021 default of
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Goldman Sachs has been pushing the view that the stock market’s return over the next 10 years is likely to be very low, at only around 3% per year. We disagree. Admittedly, there’s logic to that forecast: The forward
Happy 2026! It should be the seventh year of our Roaring 2020s scenario, with three more to go. We first wrote about this scenario on August 11, 2020, in our Morning Briefing titled “Another Roaring Twenties May Still Be Ahead.” We predicted,
The Emerging Markets (EM) MSCI stock price index may outperform both the US MSCI stock price index and the Developed Countries ex-US MSCI stock price index in 2026. It outperformed the former in 2025 but underperformed the latter and many of its constituents. The broader EM outperformance we
Weekly webcast hosted by Dr Ed Yardeni.
Join live Mondays at 11AM ET or watch recordings of previous weeks.
