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.
·16 headlines
On Retailers, Earnings & High-Tech Weapons
Markets
Credit
Commodities
Central Banks
US
Industries & Companies
·15 headlines
On Retailers, Earnings & High-Tech Weapons
Markets
Credit
Commodities
Central Banks
US
AI & Technology
Corporate Finance
Trade
·22 headlines
The Impacts Of The War On Europe & India
Markets
Central banks
Commodities
Geopolitics
Private credit
US
China
Industries & companies
+4
·27 headlines
Is Less Dire Strait Easing Market Fears?
Markets
Geopolitics & commodities I
Geopolitics & commodities II
Central Banks
Private credit
US
Europe
China
+5
·21 headlines
On Fertilizer, Stablecoins & Rising Earnings
Markets
Commodities
Central banks
US
Europe
Geopolitics
AI
Private credit
+3
·26 headlines
On Fertilizer, Stablecoins & Rising Earnings
Markets
Commodities
Central banks
US
Europe
Geopolitics
AI
Trade
+3
·31 headlines
Between Iran & A Hard Place
Markets
Commodities
Geopolitics
Central Banks
US
Europe
China
Global Economy
+5
·26 headlines
On Iran’s Chaos Strategy, Owl’s Woes & Laser Guns
Markets
Geopolitics
Commodities
Central Banks
US
Europe
China
AI
+3
·34 headlines
On The Fed & AI, Italy’s Growth & Q4 Earnings
Markets
Commodities
Central Banks
US
Europe
Japan
China
Geopolitics
+6
·29 headlines
Another Regime Alteration
Markets I
Markets II
Commodities
Geopolitics
AI
Corporate finance
Beyond markets
Research
·22 headlines
Markets
Commodities
US
AI
Corporate Finance
Beyond Markets
US Producer Price Index MoM (January 2026)
France Inflation Rate YoY Preliminary (February 2026)
+3
·40 headlines
On AI & Jobs, Trump & Markets, & The Newest Semiconductors
Markets
Central banks
Commodities
US
AI I
AI II
Trade
Geopolitics
+3
·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