Every QuickTakes post

22 Jul22 Jul 2026 WEEKLY WEBCAST: Fed Rate Hike Still On The Table Neither the Fed’s dual mandate nor its official 2% inflation target have changed. But from what Kevin Warsh has said since assuming the… Ed Yardeni Video Webcasts 21 Jul21 Jul 2026 US Economy Powers On As FIFA Spending & IRS Tax Rebates Fade As confetti and red-and-yellow streamers rained down on the roaring crowd, the final whistle blew, and Spain lifted the World Cup trophy… Ed Yardeni Consumer Spending 20 Jul20 Jul 2026 DEEP DIVE: We Still Expect a 2026 Rate Hike This is an excerpt from our July 20, 2026 Morning Briefing for institutional investors. Right before the release of the June CPI report, Fed… Ed Yardeni Deep Dive 19 Jul19 Jul 2026 US SECTORS: Rotations and Corrections The S&P 500 is 2.0% below its June 2 all-time high. It has been hovering around 7,500 since May… Ed Yardeni Sectors 19 Jul19 Jul 2026 GLOBAL MARKET CALL: Downgrading Emerging Markets To Market Weight We are downgrading emerging markets to market weight, not because the Go Global thesis is broken but because four separate short-term headwinds are… Ed Yardeni Global Market Call 18 Jul18 Jul 2026 US MARKET CALL: Hanging Out At 7,500 And 4.50% The S&P 500 first hit 7,500 on May 14 and has remained stuck around that level. The index continues to cruise… Ed Yardeni Earnings · Free 18 Jul18 Jul 2026 ECONOMIC WEEK AHEAD: July 20-24 The week ahead is light on economic data. The entire week falls inside the Fed's blackout period ahead of the July 28-… Ed Yardeni ADP Employment · Free 16 Jul16 Jul 2026 US Consumers Singing, "Ain't No Stoppin' Us Now! "Ain't No Stoppin' Us Now" is a 1979 disco song performed by R&B duo McFadden & Whitehead.… Ed Yardeni Consumer Spending 15 Jul15 Jul 2026 Too Much Complacency? Our Roaring 2020s thesis holds that the demand side of real GDP remains supported by resilient consumer spending and robust business investment. On the… Ed Yardeni Oil 15 Jul15 Jul 2026 WEEKLY WEBCAST: Warsh’s Tasks The AI boom is fueling the Fed’s hawkishness, as Ed and Elias agree it should, since it’s also fueling inflation currently. Yet… Ed Yardeni Video Webcasts 14 Jul14 Jul 2026 A Refreshingly Cool CPI Inflation Report Must Please Warsh Will the FOMC raise the federal funds rate (FFR) at its July 28-29 meeting? Foggetaboutit! Today's CPI inflation report was surprisingly… Ed Yardeni CPI Inflation 13 Jul13 Jul 2026 Captain America: Guardian Of The Strait! MOU is DOA. The memorandum of (mis)understanding between the US and Iran is dead on arrival. Act II of the latest Gulf War… Ed Yardeni Oil