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2026-04-26 📊 WEEKLY ROUNDUP

Weekly Roundup - April 26th

Thank you for being a valued member of Yardeni QuickTakes. Here's a recap of the insightful articles, webinars, and market analyses you enjoyed this week:

ECONOMIC WEEK AHEAD: April 27-May 1
This is one of the busiest weeks of the year on the economic calendar. Five major central banks meet: the Fed, the Bank…
Yardeni QuickTakes •Ed Yardeni
INFORMATION TECHNOLOGY: Creative Destruction On Speed
We lowered the S&P 500 Information Technology and Communication Services sectors from overweight to market weight on De…
Yardeni QuickTakes •Ed Yardeni
Stock Market Rally Isn't Running Out of Fuel. US Economy Still Acing Stress Tests.
President Donald Trump may have to write a sequel to his 1987 book, "Trump: The Art of the Deal." It's hard to make a d…
Yardeni QuickTakes •Ed Yardeni
Warsh, Rinse, Repeat
We are Fed Watchers. In his Senate Banking Committee hearing yesterday, Kevin Warsh suggested that under his leadership…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: Debating Warsh
Kevin Warsh, the probable next Fed chair, wants to lower the federal funds rate sooner rather than later. Few FOMC memb…
Yardeni QuickTakes •Ed Yardeni
Power Vacuum In Iran Isn't Fazing US Economy
What if the US won the war, but Iran can't surrender because no one is in charge over there? To make a deal, President …
Yardeni QuickTakes •Ed Yardeni
ENERGY: A Buying Opportunity
We gave up on the S&P 500 Energy sector a couple of years ago. It has been underperforming the S&P 500 since late 2022 …
Yardeni QuickTakes •Ed Yardeni
MARKET CALL: Animal Spirits Are Back
When Kaiser Wilhelm II's Germany and Tsar Nicholas II's Russia squared off in the summer of 1914, the London Stock Exch…
Yardeni QuickTakes •Ed Yardeni