Yardeni Research’s flagship offering.
A daily deep dive into the market news, movement, and indicators.
Executive Summary: Banks and brokerages are beneficiaries of Trump 2.0 policies, particularly the reduced regulations they’ll be bound by. The S&P 500’s Investment Banking & Brokerage industry and its Diversified Banks industry have record-high earnings expectations and the ytd share
Executive Summary: Digital currencies are coming, but the US and China are taking opposite stances on the form they’ll take. Trump favors stablecoins issued by private-sector companies and forbids the US from pursuing a central bank digital currency (CBDC). Xi
Executive Summary: The labor market has held up well in the face of Trump’s Tariff Turmoil, and the financial markets were cheered by June’s higher-than-expected payroll employment. But Ed sees more weakness than strength June’s employment report. The fact that
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
The economy won’t let us down. Despite numerous crises, real GDP has remained recession-resistant since the Covid lockdown during the first half of 2020. That’s almost six recession-free years notwithstanding the pandemic, the Russian invasion of Ukraine, the tightening
At the end of last year, the words “uncertain” and “uncertainty” appeared 12 times in the minutes of the December 17-18 meeting of the Federal Open Market Committee. Those words appeared more often during this year’s meetings. The June
Nothing happened today in the financial markets. The prices of stocks, bonds, the dollar, and oil all were relatively flat. On the other hand, there was more Trump Tariff Turmoil (TTT). But the markets watched it all with as much interest as
Weekly webcast hosted by Dr Ed Yardeni.
Join live Mondays at 11AM ET or watch recordings of previous weeks.
