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2026-08-23 📊 WEEKLY ROUNDUP

Weekly Roundup - August 23rd

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: Stocks Getting Cheaper As Earnings Outpace Prices
Stocks are cheaper than they were in January. S&P 500 forward earnings has risen twice as fast as the S&P 500 stock pri…
Yardeni QuickTakes •Ed Yardeni
Freaking Out Over The Bond Market
I. Bonds On Wednesday, the Treasury Department announced that it was doubling the size of its effort to buy back Treas…
Yardeni QuickTakes •Ed Yardeni
Bessent's Put For The Bond Vigilantes & More On Fed's Hawks vs Owls Debate
I. The US Treasury Today, the US Treasury announced it is at least doubling its liquidity-support buyback operations f…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: Hawks Versus Owls At The Fed
Today, Ed and Elias share bird’s eye views of the economy from the perches of the hawks and owls on the Fed. The hawks …
Yardeni QuickTakes •Ed Yardeni
AI-Led Economic Boom Driving Yields Higher In US As Japanese Yields Continue To Normalize
Several factors are driving bond yields higher worldwide (chart). The war in the Middle East in March boosted yields am…
Yardeni QuickTakes •Ed Yardeni
Is The Fed’s Stock Valuation Model Working Again?
I. The Fed’s Stock Valuation Model In his famous December 5, 1996 speech, Fed Chair Alan Greenspan asked, “How can we j…
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKET CALL: Momentum Is Back
Momentum is back in the Go Global trade. The rotation that hit the AI-linked stock markets in July has reversed, and th…
Yardeni QuickTakes •Ed Yardeni
US SECTORS CALL: Stories About Earnings, Margins & Multiples
Energy (OW) led the S&P 500 sectors last week, rising 7.3%. It is up 37.8% ytd, the best of all the sectors. Financials…
Yardeni QuickTakes •Ed Yardeni