Morning Briefing

Yardeni Research’s flagship offering.

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

On Banking, Trucking & AI Financial Analysis

Executive Summary: The big banks reported strong earnings, but most of their stocks have struggled to keep up—perhaps because the good news is already priced in. Restructurings in recent years at Citigroup and Wells Fargo may give both banks new

Read Now »

On The Dollar, BRICS & Hong Kong’s Currency

Executive Summary: The BRICS has expanded well beyond the original four developing nations that the bloc was named for, but it hasn’t gained might in the process. On the contrary, says William, bulking up has backfired, putting the BRICS’ aspirations

Read Now »

QuickTakes

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

Short-form takes on current market events.

PPI Report Comes With A Warning Label!

On Tuesday, June’s CPI report was warmer than expected. Today’s June PPI report was cooler than expected. Yesterday, we argued that while Trump’s tariffs may not be boosting inflation, they may have halted its fall to the Fed’s 2.0%

Read Now »

Russian Roulette, The Dollar & Gold

The US stock market held up very well today in the face of Trump’s escalation of his trade war with the world over the weekend. Maybe that’s because he threatened that his latest tariff salvo won’t be fired until

Read Now »

Webcasts

Weekly webcast hosted by Dr Ed Yardeni.

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