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2026-08-30 📊 WEEKLY ROUNDUP

Weekly Roundup - August 30th

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: August 31 - September 4
Fed Chair Kevin Warsh's speech at Jackson Hole on Friday was hawkish. He declined to offer forward guidance, saying he'…
Yardeni QuickTakes •Ed Yardeni
US MARKET CALL: Warsh Proof
Last Wednesday, Nvidia's earnings report came in much stronger than expected, confirming that the AI boom is still goin…
Yardeni QuickTakes •Ed Yardeni
AI Buildout Is Stimulating The Economy
Nvidia's Q2 earnings report suggests that the AI spending boom is broadening. The company forecast 70% revenue growth n…
Yardeni QuickTakes •Ed Yardeni
Bessent Twist Is Also Bessent Put
I. Bessent Put For Bonds Over the past few weeks, Treasury Secretary Scott Bessent took three actions to deter the Bon…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: Trump Threatens Military Action Against The Bond Vigilantes
The Bond Vigilantes have driven up Treasury bond yields recently, thundering onto the scene in alarm over the governmen…
Yardeni QuickTakes •Ed Yardeni
Peak Fear? Peak Yields? Peak Earnings? Peak AI?
The answers are: Yes, Maybe, No, and No. We have nothing to fear but nothing to fear. The stock market likes to climb …
Yardeni QuickTakes •Ed Yardeni
The Latest Pitch of America's Top Bond Salesman
Because of the recent commotion in the bond market, Dr. Ed has received many inquiries about the “Bond Vigilantes,” a t…
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKETS CALL: China Dumping Its Excess Production On The World
The Go Global trade continues to work; August has not interrupted it. Asia's AI-linked stock markets are back in the pe…
Yardeni QuickTakes •Ed Yardeni