Every QuickTakes post

10 Aug10 Aug 2026 Updating The Worry List The S&P 500 hit yet another record high yesterday, led by fabulous earnings momentum (FEMO). That puts the index closer to our… Ed Yardeni Bear Market · Free 9 Aug9 Aug 2026 US SECTORS CALL: What's Up, What's Down In The S&P 500? Information Technology (MW) led the S&P 500 sectors last week, up 7.2%. Investors bought back the tech stocks they sold in… Ed Yardeni Sectors 9 Aug9 Aug 2026 GLOBAL MARKET CALL: Will Yen Yin Or Yang Financial Markets? The Go Global investment strategy has outperformed Stay Home this year, and August has not changed that. Korea and Taiwan are back at the… Ed Yardeni Global Market Call 8 Aug8 Aug 2026 US MARKET CALL: History Lesson The S&P 500 broke out of its summer range this week to yet another record high. The index closed at 7,757.… Ed Yardeni US Market Call · Free 8 Aug8 Aug 2026 ECONOMIC WEEK AHEAD: August 10-14 Last week, July payrolls fell 23,000, missing the 85,000 consensus, even as the unemployment rate edged down to 4.1%. The 2-… Ed Yardeni Inflation · Free 6 Aug6 Aug 2026 People Close To Warsh Are Talking About Him I. The Fed Today's Financial Times ran an exclusive story about Fed Chair Kevin Warsh. It is based on insights provided by… Ed Yardeni Labor Market 5 Aug5 Aug 2026 US Economy Is Fine & The Fed Should Be Turning More Hawkish I. Macro The economy's two most important engines of economic growth, consumer spending and business investment, are booming. In Q2-2026 real… Ed Yardeni Consumer Spending 5 Aug5 Aug 2026 WEEKLY WEBCAST: GDP Growth Is AI-Powered & G-Shaped (Not K-Shaped) Looking solely at Q2’s GDP growth rate, one would think the economy is weakening. Not so, say Ed and Elias. In fact, demand… Ed Yardeni Video Webcasts 4 Aug4 Aug 2026 Stock Market's Summer Stall Is Over Thanks To The ‘OK Economy’ & FEMO In an interview with CNBC, US Treasury Secretary Scott Bessent said the US and Iran could reach an agreement to open the Strait of… Ed Yardeni Stock Market 3 Aug3 Aug 2026 Missions Impossible: The War, The Fed & The Yen In Mission: Impossible, Ethan Hunt is always given a nearly impossible mission to accomplish. The objective is crystal clear, the deadline is urgent, and… Ed Yardeni Fed 2 Aug2 Aug 2026 GLOBAL MARKET CALL: Damage From AI & War Shocks Has Been Minimal The global economy has been hit by two shocks this year and absorbed them well. The war that started in March pushed oil prices… Ed Yardeni Global Market Call 2 Aug2 Aug 2026 US SECTORS CALL: Information Technology Is On Sale The S&P 500 closed Friday at 7,489.72. It has been stuck around 7,500 in a summer stall that actually… Ed Yardeni Semiconductors