Morning Briefing

Yardeni Research’s flagship offering.

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

Homebuilders, Tech & Batteries

Executive Summary: The stocks of homebuilders, which rallied sharply over the past two years, have stalled over the past two months. Jackie takes a look at the recent earnings reports of Lennar and KB Home. Affordability is a problem that

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Executive Summary: Indicators that often accurately signaled that a recession is on the horizon have missed the mark. Eric takes a look at why the economy has continued to thrive despite numerous Fed interest rate hikes and a plunging

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The Phillips Curve Ball

Executive Summary:  The rates of unemployment and inflation aren’t always inversely correlated, as the Phillips Curve model posits. Historically, they have often been; in recent times, not so much. The problem with the model is that it doesn’t account

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

Short-form takes on current market events.

Multi-Family Housing Glut?

Today’s batch of economic indicators was on the weak side. Indeed, the Citigroup Economic Surprise Index fell deeper into negative territory today (chart). Does this suggest that the odds of a recession are increasing? Nope: The Atlanta Fed’s GDPNow tracking model

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