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.
·21 headlines
The Impacts Of Tariff Liberation Day II On Asia & Canada
Markets
Commodities
Central Banks
US
Mexico
China
Industries & companies
Trade
+2
·30 headlines
On Mag-7, Microsoft & Dancing Robots
Markets
Central banks
Commodities
US
Europe
China
Geopolitics
Artificial Intelligence
+10
·24 headlines
On Mag-7, Microsoft & Dancing Robots
Markets
Commodities
Central Banks
US
China
Geopolitics
Trade
AI
+4
·24 headlines
On China’s New AI, US Consumer Debt & Earnings Revisions
Markets
Credit
Commodities
Central Banks
US
Europe
China
Geopolitics
+5
·25 headlines
Europe’s Latest To-Do List & Poland Shows How To Do It
Markets
Credit
Commodities
Central Banks
US
Europe
China
AI
+3
·25 headlines
AI Wrecks Tech & Finds Rare Earth Minerals
Markets
Commodities
Central Banks
US
Europe
China
Technology & AI
Beyond Markets
+3
·26 headlines
AI Wrecks Tech & Finds Rare Earth Minerals
Markets
Commodities
Central Banks
US
Japan
Tariffs
Geopolitics
AI
+2
·33 headlines
On Japan, US Housing Affordability & S&P 500 Earnings Boom
Markets
Commodities
Central Banks
US
Europe
Japan
China
India
+5
·34 headlines
All About China
Markets
Credit
Commodities
Central Banks
US Economy
US Politics
Europe
Japan
+5
·13 headlines
10 Roaring Reasons to Remain Optimistic
Markets
Commodities
Central Banks
US
China
Beyond Markets
·27 headlines
On Semis, AI Savings & Angry AI Agents
Markets
Commodities
Central Banks
US
Europe
Trade & Geopolitics
AI
US Michigan Consumer Sentiment (February 2026)
+3
·31 headlines
On Semis, AI Savings & Angry AI Agents
Markets
Credit
Commodities
Central Banks
US
Corporate Finance
Trade
Geopolitics
+4
·21 headlines
On Semis, AI Savings & Angry AI Agents
Markets
Credit
Commodities
Central Banks
China
Geopolitics
AI
Euro Area Inflation Rate YoY (Flash, January 2026)
+3
·24 headlines
On India Deal, European Margin & Bullish Analysts
Markets
Credit & Commodities
Central Banks
US
Europe
China
AI
Corporate Finance
+5
·27 headlines
Meet Kevin Warsh
Markets
Central Banks
US
Europe
China
Global Economy & Emerging Markets
Geopolitics & Trade
Industries & Companies
+10
·19 headlines
On SMidCaps, Steel & Optical Semis
Markets
Commodities & Currencies
Central Banks
US
Europe
Japan
China
Artificial Intelligence
+2
·30 headlines
On SMidCaps, Steel & Optical Semis
Markets
Emerging
Credit
Commodities
Central Banks
US
Europe
China
+5
·23 headlines
On Affordability In US & Goldilocks In India
Markets
Credit
Commodities
Global Economy
Central Banks
US
Europe
China
+3
·27 headlines
On Japan’s Bonds & China’s GDP
Markets
Credit
Commodities
Central Banks
US
Europe
China
AI
+4
·21 headlines
In Praise Of Record Profits!
Markets
Oil
Central Banks
US Politics
Europe
China
AI
Credit
·22 headlines
Transports, Autos & AI In Healthcare
Markets
Currencies & Commodities
US
UK Retail Sales MoM (December 2025)
UK S&P Global/CIPS Manufacturing PMI Flash (January 2026)
UK S&P Global/CIPS Services PMI Flash (January 2026)
Germany HCOB Manufacturing PMI Flash (January 2026)
·26 headlines
Transports, Autos & AI In Healthcare
Markets
Global
Credit
Commodities
Central Banks
US Economy
US Politics
Europe
+9
·26 headlines
Transports, Autos & AI In Healthcare
Markets
Geopolitics & Trade
Commodities
US Economy
Central Banks
Europe
China
Japan
+5
·27 headlines
On The Latest Geopolitical Consequences Of Donald Trump
Markets
Credit
Commodities
Central Banks
US
China & Emerging
Geopolitics & Trade
Industries & companies
+5
·32 headlines
On Consumer Staples, Banks & Robots
Markets
Credit
Commodities
Central Banks
US Economy & Politics
Global Economy & Trade
AI & Technology
UK GDP (November 2025)
+1
·25 headlines
On Consumer Staples, Banks & Robots
Markets
Commodities
Central Banks
US Economy
Japan
China
Geopolitics & Trade
AI
+5
·27 headlines
2025 Was A Great Year For The Roaring 2020s
Markets
Credit
Central Banks
Europe
Japan
Geopolitics & Trade
Corporate Finance
AI
+8
·24 headlines
On Chip Competition, P/Es & Preparing For Q-Day
Markets
Credit
Central Banks
US Politics
Europe
China
Japan
Global Economy & Emerging Markets
+10
·27 headlines
On Taiwan, EVs, Europe & Earnings
Markets
Credit
Commodities
Central Banks
US
Europe
Japan
AI
+3
·29 headlines
The Gen-Shaped Economy
Markets
Commodities & Credit
Central Banks
China
Europe
Geopolitics & Trade I
Geopolitics & Trade II
AI & Technology
+2