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2026-06-28 📊 WEEKLY ROUNDUP

Weekly Roundup - June 28th

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: AI Fatigue Weighs On The 'Lag-7'
As we predicted, the S&P 500 had a June Swoon. We expected that it would be more of a broadening rotation than a widesp…
Yardeni QuickTakes •Ed Yardeni
Fed Still Has An Inflation Problem Despite Plunging Oil Prices
The FOMC’s policy stance is determined by the balance of risks to its dual mandate of price stability and full employme…
Yardeni QuickTakes •Ed Yardeni
Is The Dollar Debasement Trade Kaput?
The "Dollar Debasement Trade" was a big theme in global financial markets last year. The thesis was that President Dona…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: Will the Real Kevin Warsh Please Stand Up?
Kevin Warsh’s first press conference as Fed chair after last week’s FOMC meeting settled a question that the markets ha…
Yardeni QuickTakes •Ed Yardeni
June's Swoons
The stock market was hit by another June swoon today. Investors were unnerved by the outcome of last Wednesday's FOMC m…
Yardeni QuickTakes •Ed Yardeni
FEMO Lifting Economic Growth & Foreigners Lifting US Stocks
In the spectrum of bullish stock markets, there are two polar opposites. The first is driven by FOMO, the Fear of Missi…
Yardeni QuickTakes •Ed Yardeni
Healthcare: Pockets Of Alpha
We recommend a market-weight position in the S&P 500 Health Care sector. It is down 3.8% ytd, the worst among all 11 S&…
Yardeni QuickTakes •Ed Yardeni
ECONOMIC WEEK AHEAD: June 22-26
The US economic calendar is mostly quiet this week, but Thursday packs a heavy data load: final Q1-2026 GDP, May PCED, …
Yardeni QuickTakes •Ed Yardeni