Every QuickTakes post

17 Sep17 Sep 2026 Global Bond Rout Made In Japan? I. Yen-Carry Trade Unwinding? The “yen‑carry trade” has been a key feature of global financial markets since roughly 2012. It rested on… Ed Yardeni Japan 16 Sep16 Sep 2026 Fed's Hawks Circling Over Hot US Economy I. The Fed Today marked the conclusion of the September 15-16 FOMC meeting. The Fed's monetary policy committee delivered a widely… Ed Yardeni Fed · Free 16 Sep16 Sep 2026 WEEKLY WEBCAST: Worry List Is Growing More Worrisome We’re still strong believers in our Roaring 2020s scenario, hinging on a productivity boom that strengthens economic growth even as it contains inflation.… Ed Yardeni Video Webcasts 15 Sep15 Sep 2026 Proceed With Caution I. Lowering S&P 500 Target On Saturday, we lowered the subjective odds of our Roaring 2020s base-case scenario from 80% to… Ed Yardeni S&P 500 Earnings 14 Sep14 Sep 2026 Warsh & Bessent Share A Credibility Problem President Donald Trump has some advice for the Fed. Speaking to reporters at the Irish Open golf tournament today, he said he did not… Ed Yardeni US Treasury 13 Sep13 Sep 2026 US SECTORS CALL: Energy, Information Technology & Health Care Rising bond yields and oil prices weighed on stocks last week, though a mostly in-line CPI report on Friday sparked a rebound. The… Ed Yardeni US Sectors 13 Sep13 Sep 2026 GLOBAL MARKETS CALL: Will The Bull Market Survive Higher Oil Prices & Bond Yields? The price of Brent crude is back above $100 a barrel. Government bond yields are rising nearly everywhere, with the 10-year yields of… Ed Yardeni Global Market Call 13 Sep13 Sep 2026 ECONOMIC WEEK AHEAD: September 14-18 Global bond yields rose across the board last week (chart). The US 10-year Treasury bond yield climbed 19 basis points to 4.97%… Ed Yardeni Fed · Free 12 Sep12 Sep 2026 US MARKET CALL: Still Targeting 8400, But Raising Odds Of Bearish Outcome To 30% I. Performance The good news is that our recommendation to overweight the S&P 500 Energy sector is working well (chart). The bad… Ed Yardeni Crude Oil · Free 10 Sep10 Sep 2026 Bond Vigilantes Dare Bessent To Use His Bazooka On September 1, we warned you that September is back. We wrote, "Everyone in the stock market knows that September is the cruelest… Ed Yardeni Inflation 9 Sep9 Sep 2026 Bessent Tells Bond Vigilantes: "I Am The House" I. Bessent Intervening On August 19, Treasury Secretary Scott Bessent announced an expansion of the Treasury's buyback program in the long end… Ed Yardeni Bond Vigilantes 8 Sep8 Sep 2026 DEEP DIVE: CPI Versus PCED Crib Notes The outcome of the September 16-17 FOMC meeting will likely hinge on this week's August CPI and PPI reports. Fed Governor… Ed Yardeni Inflation