Daily Curation
What I Am Reading
The financial news headlines Ed Yardeni and the Yardeni Research team are reading each day — markets, central banks, the economy, industries, and beyond.
·28 headlines
The Hires-Exceed-Fires Economy
Markets
Credit
Commodities
Central banks
US
Europe
Japan
China
+5
·26 headlines
On Consumer Strength & Bitcoin Weakness
Markets
Commodities
Central banks
US
Europe
China
AI
Trade
+3
·23 headlines
On Consumer Strength & Bitcoin Weakness
Markets
Credit
Commodities
US
Europe
China
AI
Trade
+2
·23 headlines
On Q1 Earnings, AI Investors & China's Latest Clampdown
Markets
Credit
Commodities
Central banks
US economy
AI
Trade
Geopolitics
+2
·21 headlines
On Tumbling Asian Currencies & Stagflating Australia
Markets
Commodities
Central banks
US economy
Industries & Companies
AI
Geopolitics
Beyond Markets
+1
·22 headlines
Fed Turning Hawkish
Markets
Credit
Commodities
Central banks
US
Europe
China
AI
+2
·37 headlines
On CPUs, Oil & Securing Rare Earths
Markets
Credit
Commodities
Central banks
US economy
US politics
Europe
China
+10
·34 headlines
On CPUs, Oil & Securing Rare Earths
Markets
Central banks
US economy
Europe
Japan
China
Emerging Markets
AI
+7
·19 headlines
On AI’s Complex Pricing, South Korea’s Good Fortune, And S&P 500 NERIs
Markets
Central banks
US
China
AI
Corporate finance
Trade
Geopolitics
·27 headlines
On China’s Lagging Stock Market & An AI Chokepoint
Markets
Credit
Commodities
US economy
China
Emerging Markets
Geopolitics
Germany Ifo Business Climate (May 2026)
+2
·33 headlines
On Health Care, Housing & Space
Markets
Commodities
Central banks
US
Europe
Trade
AI
Geopolitics
+2
·21 headlines
On Health Care, Housing & Space
Markets
Credit
Commodities
Central banks
US
Europe
Japan
China
+5
·34 headlines
On A Profits-Booster, AI For Main Street & Xi’s Weak Point
Markets
Credit
Commodities
Central banks
US economy
US politics
Japan
China
+4
·24 headlines
Bond Vigilantes Welcome New Fed Chair Warsh With Loud Bronx Cheer
Markets
Commodities
Central banks
China
Corporate Finance
AI
Trade
Geopolitics
+3
·25 headlines
On Technology, Semiconductors & Fusion
Markets
Credit
Commodities
Central banks
US economy
US politics
Europe
Japan
+5
·29 headlines
On Booming Earnings, European Politics & Dangerous AI
Markets
Credit
Central banks
US economy
US politics
AI
Trade
Geopolitics
+1
·24 headlines
POTUS Goes To China
Markets
Credit
Commodities
Central banks
US economy
Europe
AI & Robots
Trade
+2
·28 headlines
Sweet Spot For The Labor Market
Markets
Credit
Commodities
Central banks
US economy
Europe
China
Emerging Markets
+3
·33 headlines
The War’s Supply Shocks
Markets
Credit
Commodities
US economy
US politics
Europe
China
AI
+5
·20 headlines
On Magnificent US Earnings, AI’s Impact On Jobs & UK’s Woes
Markets
Commodities
US economy
US politics
AI
Corporate finance
Geopolitics & Trade
US ISM Services PMI (April 2026)
+1
·31 headlines
Consumers Still Doing What They Do Best
Markets
Credit & Currencies
Commodities
Central banks
US economy
US politics
Europe
Industries & Corporate finance
+6
·28 headlines
Markets
Credit
Commodities
Central banks
Europe
China
AI
Industries & companies
+2
·25 headlines
On Consumer Spending, Rental Markets & Crypto
Markets
Credit
Commodities
Central banks
US
Europe
China
AI
+7
·31 headlines
Markets
Credit
Commodities
Central banks
Europe
China
Global Economy & Emerging Markets
AI
+3
·28 headlines
The Oil Shock & Inflation
Credit
Central banks
US
Europe
AI & Technology
Corporate finance
Emerging
Geopolitics
+3
·30 headlines
Data Centers Unplugged & RTX During Wartime
Credit
Europe
US
Jobs
AI
Geopolitics & trade
Industries & companies
Corporate finance
+4
·17 headlines
Data Centers Unplugged & RTX During Wartime
Commodities
Credit
Central Banks
China
Europe
Geopolitics
AI & Technology
UK Inflation Rate YoY (March 2026)
·34 headlines
On 100% Depreciation, Rising Earnings & China’s Woes
Central banks
Energy
US
Europe
India
Japan
Geopolitics & trade
AI
+6
·27 headlines
Debating Warsh
Commodities
Global
Central banks
Credit
US
Europe
Industries & companies
Geopolitics
+3
·21 headlines
Oil, Financials & Slop
Credit
Global
Central banks
US
China
Industries & companies
Geopolitics
AI
+1