Morning Briefing

Yardeni Research’s flagship offering.

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

‘It’s Always Something’

Executive Summary: Though the stock market is back on record-high ground after a couple of big worries have dissipated, investors remain wary, sentiment readings show. Slowing economic activity has ascended to the top of their worry list. Today, Dr Ed

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Industrials, Homebuilders & Dancing Robots

Executive Summary: Aircraft-related stock prices have been soaring recently, making the S&P 500 Industrials sector the number-one performer this year to date among the index’s 11 sectors. Jackie examines the reasons and highlights some of the sector’s standout industries and

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On Asia, US Budget Bill & Q2 Earnings

Executive Summary: Asian economies dodged a Strait of Hormuz closure after the US bombed Iran’s three major nuke sites on Saturday, June 21. Most of the oil and gas passing through the Strait—which Iran won’t be closing in retaliation for

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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 WEEK AHEAD: June 30–July 4

It may be July 4th week in the US, but we don’t expect many fireworks on the economic data front. Of course, surprises could come from events in the Middle East, as Israel, Iran, and the Trump administration figure

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Webcasts

Weekly webcast hosted by Dr Ed Yardeni.

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