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2026-06-21 📊 WEEKLY ROUNDUP

Weekly Roundup - June 21st

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:

US MARKET CALL: Is Irrational Exuberance Driving FEMO?
The stock market bubble of the late 1990s was driven by fear of missing out (FOMO) on the tech-led bull market. As a re…
Yardeni QuickTakes •Ed Yardeni
Geopolitical Release Valve Taking Pressure Off Resilient Economy
The US-Iran interim peace deal is shaky; but if it holds, it will end the US blockade of Iranian ports and reopen the S…
Yardeni QuickTakes •Ed Yardeni
A Hawk In Dove's Clothing ... June Swoon Is Back ... 'We Have A Task Force On That'
We weren't surprised by most of the news following today's FOMC meeting. We expected the committee to pivot from April'…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: Hawks Versus Doves Debate At The Fed
This week’s FOMC meeting will be the first over which Kevin Warsh, President Trump’s dovish appointee, presides as Fed …
Yardeni QuickTakes •Ed Yardeni
Crib Notes For Warsh & Co. On The Fed's Dual Mandate
During the final four months of 2025, the Fed lowered the federal funds rate (FFR) three times by a total of 75bps. The…
Yardeni QuickTakes •Ed Yardeni
Why Is The US More Exuberant Than China?
China has accomplished a great deal over the past few decades, transforming from a poor, insular, and rural economy to …
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKET CALL: Peace Dividend Should Revive 'Go Global'
The past week was a win for our "Go Global" pivot at the end of last year, as foreign equity markets mostly outperforme…
Yardeni QuickTakes •Ed Yardeni