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7 Sep7 Sep 2026 ECONOMIC WEEK AHEAD: September 7-11 August payroll employment jumped 162,000, a sharp reversal from July's decline, while the August unemployment rate held steady at 4.1%… Ed Yardeni Inflation · Free 7 Sep7 Sep 2026 US SECTORS CALL: Financials, Real Estate & Utilities Energy (OW) led the S&P 500 sectors again last week, up 2.3% as the price of Brent crude rose back above… Ed Yardeni US Sectors 6 Sep6 Sep 2026 US MARKET CALL: More Fabulous Earnings Momentum The Fed might or might not raise the federal funds rate this month. The war in the Middle East may or may not be… Ed Yardeni FEMO 6 Sep6 Sep 2026 GLOBAL MARKETS CALL: Still A Worldwide Bull Market Stock prices continue to rise worldwide. A run of central bank meetings over the coming weeks will test whether equity composure holds. Bond yields… Ed Yardeni Go Global · Free 4 Sep4 Sep 2026 A Goldilocks Jobs Report Just In Time For Labor Day The August US jobs report is among the best we have seen in some time and provided an uplifting backdrop for the Labor Day… Ed Yardeni Employment · Free 3 Sep3 Sep 2026 Boom Lifts Bond Yields I. Stocks, Bonds & Waller Today, the S&P 500 had its best day in a month as Treasury yields edged lower and… Ed Yardeni Fed 2 Sep2 Sep 2026 Dell Results Suggest AI Productivity Boom Is Here I. Dell Dell Technologies' stock price is soaring (chart). The company delivered a major beat across the board for its fiscal 2027 second… Ed Yardeni AI 2 Sep2 Sep 2026 WEEKLY WEBCAST: Warsh World Fed Chair Kevin Warsh isn’t one to give the markets a heads-up. Investors are trying to translate what he says into what… Ed Yardeni Video Webcasts 1 Sep1 Sep 2026 Beware: September Is Back Again I. A Month of Opportunities "The Waste Land" is a poem by T.S. Eliot. It opens with the line, "April… Ed Yardeni Labor Market 31 Aug31 Aug 2026 Is A Debt Crisis Imminent? "You are going to see a crack in the bond market, OK?" JPMorgan CEO Jamie Dimon said in a May 30 speech… Ed Yardeni Federal Debt 30 Aug30 Aug 2026 US SECTORS CALL: Information Technology, Energy & Consumer Discretionary Information Technology (MW) led the S&P 500 sectors last week, up 1.8%. The sector rose 3.4% on Thursday following Nvidia’… Ed Yardeni Energy 30 Aug30 Aug 2026 GLOBAL MARKETS CALL: Bull Market In Stocks Despite Bear Market In Bonds Bond yields are rising worldwide, but that's not stopping the global bull market in stocks. For now, investors are reading higher yields… Ed Yardeni Global Market Call