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2026-05-31 📊 WEEKLY ROUNDUP

Weekly Roundup - May 31st

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: JUNE 1-5
The S&P 500 climbed to another record high on Friday, closing at 7,580.05. Fabulous earnings momentum (FEMO) and fallin…
Yardeni QuickTakes •Ed Yardeni
US MARKET CALL: FEMO-Driven Stock Market Meltup
As stock prices continue to soar, fears of an AI bubble are increasing. The tech bubble of the 1990s was driven by fear…
Yardeni QuickTakes •Ed Yardeni
Inflating, But Not Stagnating
The three major US stock market price indexes (i.e., the S&P 500, Nasdaq, and DJIA) rose to record highs again today. S…
Yardeni QuickTakes •Ed Yardeni
Gold Ready To Shine Again?
This is a quick QuickTakes on gold. Its price seems to be holding above its 200-day moving average on news that Iran an…
Yardeni QuickTakes •Ed Yardeni
What Could Possibly Go Wrong?
The bull case for the stock market remains intact. The S&P 500 rose to yet another record high today. The economy and t…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: On China’s Lagging Stock Market & An AI Chokepoint
Investors in China’s stock market ran for the exits at news that regulators would be cracking down on stocks driven by …
Yardeni QuickTakes •Ed Yardeni
Retiring Baby Boomers & The G-Shaped Economy
Many economists continue to question the resilience of consumer spending in the US. The naysayers don't believe it's su…
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKET CALL: US-Iran Deal Would Boost Go Global Investment Strategy
On Sunday night, Reuters reported that oil prices slipped to a two-week low as US-Iran talks seemed to be moving closer…
Yardeni QuickTakes •Ed Yardeni
CONSUMER DISCRETIONARY: Another Concentrated Sector
We recommend a market-weight position in the S&P 500 Consumer Discretionary sector. At first glance, the sector looks s…
Yardeni QuickTakes •Ed Yardeni
US MARKET CALL: FOMO vs FEMO (Fabulous Earnings Momentum)
The stock market has had an exuberant stretch since the S&P 500 bottomed on March 30. The index is up 17.8% since then …
Yardeni QuickTakes •Ed Yardeni
ECONOMIC WEEK AHEAD: May 25-29
The US financial markets are closed on Monday for Memorial Day, and the holiday-shortened week is light on economic dat…
Yardeni QuickTakes •Ed Yardeni