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.
·27 headlines
Fed Rate Hike Still On The Table
Markets
Credit
Commodities
Central banks
US
Europe
China
Emerging Markets
+4
·22 headlines
On Oil, Financials & Quantum IPOs
Markets
Commodities
Central banks
US
Europe
China & Trade
AI
Geopolitics
+3
·22 headlines
On AI’s Revenues, Gold’s Outlook & Blockbuster Earnings
Markets
Credit
Commodities
Central banks
US economy
China
AI
Geopolitics & Trade
+4
·19 headlines
On EMs & Iran War 2.0 Plus: South Korea’s AI Bet
Markets
Industries & companies
Commodities
Central banks
US economy
Europe
China
AI
+2
·21 headlines
Warsh’s Tasks
Markets
Commodities
US
Europe
Trade
AI
Corporate finance
Canada Unemployment Rate (June 2026)
·19 headlines
On Positive Earnings Revisions, Japan’s Challenges & Valuing AI IPOs
Markets
Credit
Commodities
Central banks
US
China
Emerging Markets
AI
+2
·26 headlines
Making Sense Of A Strange Jobs Report
Markets
Commodities
US economy
Europe
Geopolitics & Trade
AI
Corporate finance
US Nonfarm Payrolls (June 2026)
+1
·28 headlines
On Chinese AI Competition & Poland As AI Play
Markets
Commodities
Central banks
US economy
Europe
Industries & companies
AI
Trade
+7
·29 headlines
On China’s Property Meltdown & Asia’s AI Meltup
Markets
Commodities
US economy
Industries & Companies
Europe
Japan
Global Economy & Emerging Markets
AI
+3
·23 headlines
On SpaceX, Google & Tesla's Patent Filing
Markets
Credit
Commodities & Currencies
Central banks
US economy
Trade
AI
Geopolitics
+1
·17 headlines
On AI Revenues, China’s Oil Demand & MTM In Earnings
Commodities
Central banks
Europe
China
Trade
AI
Geopolitics
Beyond Markets
·29 headlines
Musk’s Lunar Economy, Data Centers & Industrials
Markets
Credit
Commodities
Central banks
US economy
Geopolitics & Trade
AI
Beyond Markets
+2
·22 headlines
Hawks Versus Doves Debate At The Fed
Markets
AI
·24 headlines
On Soccer, Trucking & Digital Deposits
Markets
Credit
Commodities
Central banks
US
China
Emerging Markets
AI
+3
·25 headlines
On Soccer, Trucking & Digital Deposits
Markets
Credit
Commodities
Central banks
US
AI
Geopolitics & Trade
Beyond Markets
+1
·29 headlines
On Private Credit, SoftBank & Earnings Breadth
Markets
Credit
Commodities
Central banks
US
China
Emerging Markets
AI
+4
·23 headlines
On Challenges Facing Europe & Canada
Markets
Commodities
Central banks
US
Japan
China
Emerging Markets
Trade
+3
·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