Morning Briefing

Yardeni Research’s flagship offering.

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

Energy, P/Es &Influencing Shoppers

Executive Summary: Oil and gas industry execs have a wish list for the Trump administration’s energy policy. With one of their own—Liberty Energy CEO Chris Wright—likely to reign over the Department of Energy, their wishes may be more than pipe

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On France, Financial Stability & LargeCaps Vs SMidCaps

Executive Summary: French assets have been sending distress signals for months, and now unstable political dynamics and overly expansionary fiscal policy are coming to a head. … Also: Melissa reviews the Fed’s latest Financial Stability Report, giving YRI’s take on the

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Does The Stock Market Have A Valuation Problem?

Executive Summary: A key driver of P/E expansion is investors’ perception of how far off the next earnings-crippling recession is. As recent recession fears have dissipated, stock market valuations have risen impressively. Ed walks us through the fluctuations in the

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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.

US Jobs Market: Onwards & Upwards

We’ve contended all year that the labor market was normalizing from the unsustainable pace of hiring during the pandemic. We disagreed with the view that it was weakening. Now we are turning more upbeat about the outlook for employment.

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The Economic Week Ahead: December 2-6

We expect to see more animal spirits during the economic week ahead. It is chock-full of updates of labor market indicators, as well as soft data (i.e., surveys) on business in the manufacturing and services sectors. The grand finale

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Webcasts

Weekly webcast hosted by Dr Ed Yardeni.

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