Yardeni Research’s flagship offering.
A daily deep dive into the market news, movement, and indicators.
Executive Summary: When Trump’s Big, Beautiful Bill passes, it will likely make deficits larger and increase the debt over the next 10 years. The US bond market hasn’t been batting an eye. Was former US Vice President Dick Cheney right
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
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
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
In previous QuickTakes, we wrote that Fed Chair Jerome Powell’s term as Fed chair expires on May 15, 2026 but that he could stay on as a Fed governor until his term in that position expires on January 31,
There is method to President Donald Trump’s madness regarding Fed Chair Jerome Powell. Trump has been hammering Powell almost daily recently because doing so is very effectively hammering the foreign-exchange value of the dollar (chart). Trump wants a weaker
The stock market seems to be carefree. Investors likely figure that any signs of slower economic growth increase the odds that the Fed will ease. Plus, inflation remains remarkably subdued through May notwithstanding Trump’s tariffs. June’s CPI inflation rate is tracking around
Weekly webcast hosted by Dr Ed Yardeni.
Join live Mondays at 11AM ET or watch recordings of previous weeks.
