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2 Aug2 Aug 2026 ECONOMIC WEEK AHEAD: August 3-7 After a week dominated by the Fed news, Q2's GDP release, and four Mag-7 earnings reports, the week ahead is jam-… Ed Yardeni Employment · Free 1 Aug1 Aug 2026 US MARKET CALL: Situational (Un)Awareness Hedge Fund Blows Up Without Blowing Up The Market So far, so good. We predicted a summer stall in the stock market, with bouts of volatility rather than a correction, and that is… Ed Yardeni US Market Call · Free 30 Jul30 Jul 2026 US Economy Is Still Flying The latest batch of economic data suggests that the US economy remains in remarkably good shape. Domestic demand is strong, and the labor market… Ed Yardeni GDP 29 Jul29 Jul 2026 Warsh Fails First Credibility Test: Bond Vigilantes Want More Than Hawkish Squawks Fed officials just won't listen to us! We warned them that the economy didn't need the four cuts in the… Ed Yardeni Fed 28 Jul28 Jul 2026 Inflation Risks Still Outweigh Labor Market Risks All eyes are on Wednesday’s FOMC meeting. Markets expect the Fed's monetary policy committee to leave the federal funds rate (FFR)… Ed Yardeni Fed 27 Jul27 Jul 2026 AI Capex Boom Continues to Boost US Economic Growth I. On Industrials Investors are suffering from AI fatigue. They've concluded that there is no way to estimate whether all the capital… Ed Yardeni AI 26 Jul26 Jul 2026 GLOBAL MARKET CALL: Getting Yin-Yanged By The Latest Gulf War The re-escalation of the latest Gulf War pushed the price of Brent crude oil back up to $101.06 on Thursday. It was… Ed Yardeni Go Global 26 Jul26 Jul 2026 US SECTORS CALL: Follow The Money The S&P 500 has been holding up around 7,500 as the war in the Middle East escalates. It closed at $7411.… Ed Yardeni Sectors 26 Jul26 Jul 2026 ECONOMIC WEEK AHEAD: JULY 27 - 31 The S&P 500 closed Friday at 7,411.98, down 0.6% on the week, while the Nasdaq fell 2.1%. Oil… Ed Yardeni Fed · Free 25 Jul25 Jul 2026 US MARKET CALL: MTM & Chips' Profit Margin Distorting S&P 500 Earnings, But FEMO Lives On! I. Stocks Stop the music! S&P 500 earnings per share (EPS) have been significantly distorted by huge capital gains on investments by… Ed Yardeni US Market Call 23 Jul23 Jul 2026 Apocalypse Now! Or, TACO Now? (1) Geopolitics. President Donald Trump said he is weighing a “massive attack” on Iran. The Pentagon is flooding the Middle East with elite troops,… Ed Yardeni Geopolitics 22 Jul22 Jul 2026 Choke Points & Other Concerns Causing The Stock Market's Summer Stall At the start of last month, we predicted a June swoon in the S&P 500. Now it's looking more like… Ed Yardeni Oil Price