Yardeni Research’s flagship offering.
A daily deep dive into the market news, movement, and indicators.
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
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
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
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
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.
After languishing for the past couple of years, manufacturing gauges in both the US and China improved in November. Could this be the start of a rolling recovery for both countries’ goods producers? We think so, though a tariff
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
Weekly webcast hosted by Dr Ed Yardeni.
Join live Mondays at 11AM ET or watch recordings of previous weeks.
