Morning Briefing

Yardeni Research’s flagship offering.

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

On Materials, New Highs & AI Shopping Assistants

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

Read Now »

On 100% Depreciation & Brazil

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

Read Now »

QuickTakes

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

Short-form takes on current market events.

Slow-Motion Meltup Continues

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

Read Now »

Trump’s Tariffs Go To Court

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

Read Now »

Webcasts

Weekly webcast hosted by Dr Ed Yardeni.

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