Yardeni Research’s flagship offering.
A daily deep dive into the market news, movement, and indicators.
Executive Summary: A warm winter and a pause in the development of future LNG plants has pushed natural gas prices down at a time when domestic demand for the fuel is increasing. Could a hot summer, data center demand,
Executive Summary: After years of pressure from the bursting of its property market, the Chinese economy is showing signs of bottoming. Just to be sure, the government has announced billions in bond sales to provide added stimulus. Eric takes a
Executive Summary: The widening US deficit has raised alarm bells, particularly since it’s doing so during an economic expansion. But if inflation moderates while the economy continues to grow, we might just dodge—or at least push off—the day of
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
The Dow is flirting with 40,000 currently, confirming that good news is good news and bad news is also good news for the stock market these days. That’s because the bad news is also good news for the bond
The S&P 500 rose to a new record high of 5308.15 following today’s economic numbers. It could easily reach our yearend target of 5400 well ahead of schedule! For now, we are sticking with this target, as well as
Producer prices rebounded 0.5% m/m in April, but we still see encouraging signs that inflation will continue to moderate. Even if progress on PPI inflation is stalling, it looks in line with pre-pandemic readings and at a reasonable enough
Weekly webcast hosted by Dr Ed Yardeni.
Join live Mondays at 11AM ET or watch recordings of previous weeks.
