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.
·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
·15 headlines
Oil, Financials & Slop
Commodities
Central banks
US
Europe
Geopolitics
AI & Technology
Corporate finance
UK GDP MoM (February 2026)
·19 headlines
Oil, Financials & Slop
Central banks
Geopolitics
US
Europe
China
Emerging markets
Industries & companies
AI
·25 headlines
On Central Banks In Wartime
Commodities
Central Banks
Global Economy
US
China
Geopolitics & Trade
AI
US Existing Home Sales (March 2026)
+3
·23 headlines
On US Profits, Consumers & Inflation
Markets
Credit
Central Banks
Geopolitics & Trade
US
China
Europe
Industries & Companies
+2
·24 headlines
On Health Care, Energy Inflation & Small Nuclear Reactors
Markets
Credit
US
Trade
Industries
Geopolitics
US GDP Growth Rate QoQ Final (Q4 2025)
US Personal Income MoM (February 2026)
+4
·27 headlines
On Health Care, Energy Inflation & Small Nuclear Reactors
Markets
Credit
Commodities
Central banks
US economy
US politics
Europe
Japan
+9
·24 headlines
Anatomy Of The US Labor Market
Markets
Credit
Commodities
Central Banks
US
Europe
Japan
China
+6
·20 headlines
On Aluminum, P/Es & Semis
Markets
Geopolitics & Trade
Central Banks
US Economy
Europe
China
AI
US Retail Sales (February 2026)
+1
·31 headlines
On Private Credit, Brazil, And Earnings
Markets
Credit
Commodities
Central Banks
US
Europe
Japan
China
+7
·20 headlines
Bond Vigilantes Are Mobilizing Globally
Markets
Credit
Commodities
Central Banks
Global Economy & Trade
Technology
Geopolitics
Germany Inflation Rate YoY, Preliminary (March 2026)
+1
·24 headlines
On Helium Inflation, Oil-Price Disparities & Robot Evolution
Markets
Commodities
Global Economy
Geopolitics & Trade
Central Banks
US
Europe
Japan
+5
·22 headlines
China’s K-Shaped Economy & AI Ambitions
Markets
Private credit
Commodities
Central Banks
Global Economy
US
Europe
Japan
+5
·22 headlines
From Powell To Warsh
Markets
Central Banks
US Economy & Politics
Europe
China
Trade & Global Economy
AI & Technology
Corporate Finance