Morning Briefing

Yardeni Research’s flagship offering.

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

Roaring 2020s & Reciprocal Tariffs

Executive Summary: Dr Ed is on the road more often these days visiting YRI accounts around the US and abroad. His “Roaring 2020s Tour” focuses on the resilience of the US economy over recent years and reasons that it should

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Anatomy Of Full Employment

Executive Summary: When others saw labor market weakening last summer, we saw normalization from the settling down of pandemic-period churn. Our labor market outlook remains constructive. The growth of the labor force should continue to slow, but demand for workers

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Palantir, Semis &Tesla’s Big Year

Executive Summary: Nvidia remains king of the AI play, but another AI company has been turning investors’ heads: Palantir. This government supplier has also been saving corporate America much time and money with its AI software solutions. Jackie recaps takeaways

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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.

Economic Growth Seems To Be Picking Up

Bearish stock market narratives have been pervasive since early 2022. They are becoming more so now with each headline coming out of Washington. Duties, deportations, duties, and de-bureaucratization (the four “Ds”) can have a shock-and-awe effect. But financial markets broadly have been

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ECONOMIC WEEK: February 10–14

The focus of the economic week ahead will be inflation. Businesses tend to raise prices at the beginning of the year; that could result in January CPI and PPI releases (Wed and Thu) that are hotter than expected even though both are seasonally adjusted. A few Fed officials

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MARKET CALL: Choppy Waters

The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs 2.0 (chart). The former is weighing on the shares of AI companies. However, cloud giants Amazon, Microsoft, and Google

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Webcasts

Weekly webcast hosted by Dr Ed Yardeni.

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