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2026-03-01 📊 WEEKLY ROUNDUP

Weekly Roundup - March 1st

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MARKET CALL: Record High For S&P 500 Equal-Weight Stock Price Index
We started writing our Market Call on Friday. Saturday morning, we woke up to the news of the joint military campaign b…
Yardeni QuickTakes •Ed Yardeni

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GEOPOLITICS: The Clock Is Ticking In The Middle East
The US has assembled its largest military presence in the Middle East since 2003, including two aircraft carriers and F…
Yardeni QuickTakes •Ed Yardeni
Will The US Economy Remain Resilient Despite AI Derangement Syndrome?
If AI continues to disrupt, if not destroy, more and more business models, won't that cause a recession? It might if it…
Yardeni QuickTakes •Ed Yardeni
Update On AI Derangement Syndrome & Its Consequences
Last year's impressive stock market rally, which began on April 9 (when POTUS postponed his Liberation Day tariffs), wa…
Yardeni QuickTakes •Ed Yardeni
Foreigners Are Buying, Not Selling, US Securities
Foreign stocks have been outperforming US stocks since early last year. Contributing to this outperformance has been th…
Yardeni QuickTakes •Ed Yardeni
Is AI Frankenstein?
The people who've created large language models (LLMs) to power artificial intelligence (AI) are now using them to code…
Yardeni QuickTakes •Ed Yardeni
ECONOMIC WEEK AHEAD: February 23–27
Now that the gavel has fallen on Donald Trump’s tariffs, the question is how the US president will try to save face. Pr…
Yardeni QuickTakes •Ed Yardeni
MARKET CALL: A Loopy Stock Market
The equal-weight S&P 500 has been rising to record highs since the beginning of the year, while the market-weight S&P 5…
Yardeni QuickTakes •Ed Yardeni

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