Every QuickTakes post

29 Aug29 Aug 2026 ECONOMIC WEEK AHEAD: August 31 - September 4 Fed Chair Kevin Warsh's speech at Jackson Hole on Friday was hawkish. He declined to offer forward guidance, saying he's… Ed Yardeni Unemployment · Free 29 Aug29 Aug 2026 US MARKET CALL: Warsh Proof Last Wednesday, Nvidia's earnings report came in much stronger than expected, confirming that the AI boom is still going strong. On Friday,… Ed Yardeni US Market Call · Free 27 Aug27 Aug 2026 AI Buildout Is Stimulating The Economy Nvidia's Q2 earnings report suggests that the AI spending boom is broadening. The company forecast 70% revenue growth next fiscal year, far… Ed Yardeni Nvidia 26 Aug26 Aug 2026 Bessent Twist Is Also Bessent Put I. Bessent Put For Bonds Over the past few weeks, Treasury Secretary Scott Bessent took three actions to deter the Bond Vigilantes by showing… Ed Yardeni US Treasury · Free 26 Aug26 Aug 2026 WEEKLY WEBCAST: Trump Threatens Military Action Against The Bond Vigilantes The Bond Vigilantes have driven up Treasury bond yields recently, thundering onto the scene in alarm over the government’s huge borrowing needs, record… Ed Yardeni Video Webcasts 25 Aug25 Aug 2026 Peak Fear? Peak Yields? Peak Earnings? Peak AI? The answers are: Yes, Maybe, No, and No. We have nothing to fear but nothing to fear. The stock market likes to climb a… Ed Yardeni AI 24 Aug24 Aug 2026 The Latest Pitch of America's Top Bond Salesman Because of the recent commotion in the bond market, Dr. Ed has received many inquiries about the “Bond Vigilantes,” a term he coined in… Ed Yardeni US Treasury 23 Aug23 Aug 2026 GLOBAL MARKETS CALL: China Dumping Its Excess Production On The World The Go Global trade continues to work; August has not interrupted it. Asia's AI-linked stock markets are back in the performance-… Ed Yardeni Global Market Call 23 Aug23 Aug 2026 US SECTORS CALL: Health Care, Semiconductors, Consumer Staples & Materials Health Care (OW) led the S&P 500 sectors this week, rising 4.3%. Energy (OW) was next at 2.5% and is… Ed Yardeni Sectors 23 Aug23 Aug 2026 ECONOMIC WEEK AHEAD: August 24-28 Global bond markets stole the spotlight last week. The US 10-year yield closed at 4.74% and the 30-year at 5.27%… Ed Yardeni Jackson Hole · Free 22 Aug22 Aug 2026 US MARKET CALL: Stocks Getting Cheaper As Earnings Outpace Prices Stocks are cheaper than they were in January. S&P 500 forward earnings has risen twice as fast as the S&P… Ed Yardeni Earnings · Free 20 Aug20 Aug 2026 Freaking Out Over The Bond Market I. Bonds On Wednesday, the Treasury Department announced that it was doubling the size of its effort to buy back Treasury securities with maturities… Ed Yardeni Bonds