Morning Briefing

Yardeni Research’s flagship offering.

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

On Iran, Central Banks, South Korea, & AI

Executive Summary: The Middle East war is throwing central banks around the world for a loop as they try to chart monetary policy paths for their economies amid new stagflation and supply-chain risks. William examines what the war might mean

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Between Iran & A Hard Place

Executive Summary: With the US suddenly thick in the fog of war, Dr Ed discusses the collateral effects on the US economy and stock market. Spiking oil prices may precipitate a stock market correction rather than a bear market, but

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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: March 8-12

This promises to be a nerve-racking week of developments in the Middle East. In the nine days since the US and Israel launched attacks on Iran, the conflict has embroiled various neighboring countries. Tehran’s moves to effectively shut the

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Straitjacket: Iran’s Chaos War Strategy

On Tuesday, we warned: “We’ve been expecting a pullback due to excessive bullish sentiment, but now we expect a 10% correction from the high. It’s hard to imagine that the IRGC won’t use drones and speed boats to maintain

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Webcasts

Weekly webcast hosted by Dr Ed Yardeni.

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