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2026-08-02 📊 WEEKLY ROUNDUP

Weekly Roundup - August 2nd

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: Situational (Un)Awareness Hedge Fund Blows Up Without Blowing Up The Market
So far, so good. We predicted a summer stall in the stock market, with bouts of volatility rather than a correction, an…
Yardeni QuickTakes •Ed Yardeni
US Economy Is Still Flying
The latest batch of economic data suggests that the US economy remains in remarkably good shape. Domestic demand is str…
Yardeni QuickTakes •Ed Yardeni
Warsh Fails First Credibility Test: Bond Vigilantes Want More Than Hawkish Squawks
Fed officials just won't listen to us! We warned them that the economy didn't need the four cuts in the federal funds r…
Yardeni QuickTakes •Ed Yardeni
Inflation Risks Still Outweigh Labor Market Risks
All eyes are on Wednesday’s FOMC meeting. Markets expect the Fed's monetary policy committee to leave the federal funds…
Yardeni QuickTakes •Ed Yardeni
AI Capex Boom Continues to Boost US Economic Growth
I. On Industrials Investors are suffering from AI fatigue. They've concluded that there is no way to estimate whether …
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKET CALL: Getting Yin-Yanged By The Latest Gulf War
The re-escalation of the latest Gulf War pushed the price of Brent crude oil back up to $101.06 on Thursday. It was bac…
Yardeni QuickTakes •Ed Yardeni
US SECTORS CALL: Follow The Money
The S&P 500 has been holding up around 7,500 as the war in the Middle East escalates. It closed at $7411.98 on Friday, …
Yardeni QuickTakes •Ed Yardeni
ECONOMIC WEEK AHEAD: JULY 27 - 31
The S&P 500 closed Friday at 7,411.98, down 0.6% on the week, while the Nasdaq fell 2.1%. Oil was the dominant story: T…
Yardeni QuickTakes •Ed Yardeni