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Executive Summary: Tariffs and a resilient economy have helped boost many metals’ prices. Jackie looks at how that has helped steel producers and other companies that are able to pass along the higher prices to customers. Not all companies are
Executive Summary: One of the perks in the One Big Beautiful Bill Act is 100% bonus depreciation. Melissa analyzes why this tax break might have less of a macroeconomic impact than some anticipate. Bonus depreciation changes when an asset is expensed, not
Executive Summary: President Donald Trump reversed course and allowed Nvidia to resume sales of its H20 chips into China. Could this change of heart indicate that the President is willing to bend on other trade matters as well? William explores
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
The four-week moving average of weekly initial unemployment claims provides a real-time indicator of the labor market (chart). It has been improving recently as the four-week average of jobless claims has been falling. Employers may be less concerned about
The S&P 500 and Nasdaq edged up to record high closes today, lifted by Nvidia and GE Vernova. Trump’s Tariff Turmoil appears to be subsiding, just as we expected it would during the summer. Investors are welcoming President Donald
The following is a note on imminent court decisions regarding President Donald Trump’s tariffs, written by Jim Lucier, one of the best Washington watchers we know and a good friend of Yardeni Research. Jim is one of the founders
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