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19 Aug19 Aug 2026 Bessent's Put For The Bond Vigilantes & More On Fed's Hawks vs Owls Debate I. The US Treasury Today, the US Treasury announced it is at least doubling its liquidity-support buyback operations for longer-dated government debt.… Ed Yardeni Fed 19 Aug19 Aug 2026 WEEKLY WEBCAST: Hawks Versus Owls At The Fed Today, Ed and Elias share bird’s eye views of the economy from the perches of the hawks and owls on the Fed. The… Ed Yardeni Video Webcasts 18 Aug18 Aug 2026 AI-Led Economic Boom Driving Yields Higher In US As Japanese Yields Continue To Normalize Several factors are driving bond yields higher worldwide (chart). The war in the Middle East in March boosted yields amid concerns that soaring oil… Ed Yardeni Bond Vigilantes 17 Aug17 Aug 2026 Is The Fed's Stock Valuation Model Working Again? I. The Fed's Stock Valuation Model In his famous December 5, 1996 speech, Fed Chair Alan Greenspan asked, "How can we… Ed Yardeni Fed Model 16 Aug16 Aug 2026 GLOBAL MARKET CALL: Momentum Is Back Momentum is back in the Go Global trade. The rotation that hit the AI-linked stock markets in July has reversed, and the leadership… Ed Yardeni Global Market Call 16 Aug16 Aug 2026 US SECTORS CALL: Stories About Earnings, Margins & Multiples Energy (OW) led the S&P 500 sectors last week, rising 7.3%. It is up 37.8% ytd, the best of all… Ed Yardeni Sectors 15 Aug15 Aug 2026 US MARKET CALL: Roaring Decades Last week, we raised our year-end S&P 500 target from 8,250 to 8,400. We are sticking with our 10,… Ed Yardeni Roaring 2020s · Free 15 Aug15 Aug 2026 ECONOMIC WEEK AHEAD: August 17-21 Last week brought mixed inflation news in the US: July’s core CPI inflation rate cooled to 2.5% y/y, its lowest since… Ed Yardeni Week Ahead · Free 13 Aug13 Aug 2026 The Fed's Divide: Will Core PCED Settle The Debate? The FOMC is divided between a hawkish and an owlish camp. The hawks include Dallas Fed President Lorie Logan, Cleveland Fed President Beth Hammack,… Ed Yardeni Fed 12 Aug12 Aug 2026 July CPI: The Fed Is Still In The Woods The July CPI report was good news for Fed officials and the rest of us. Inflation is moving closer to the Fed's… Ed Yardeni CPI Inflation 12 Aug12 Aug 2026 WEEKLY WEBCAST: Does The Jobs Report Change Anything? The Fed’s monetary policy mandate requires consideration of both inflation and labor market conditions. If the former compels a rate hike next month,… Ed Yardeni Video Webcasts 11 Aug11 Aug 2026 Raising Our S&P 500 Earnings & Price Targets Outlook Due To FEMO (Fabulous Earnings Momentum) I. Quarterly Earnings Per Share What a fabulous Q2-2026 earnings season it has been! So far, 90% of S&P 500 companies… Ed Yardeni S&P 500 Earnings · Free