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2026-09-13 📊 WEEKLY ROUNDUP

Weekly Roundup - September 13th

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: Still Targeting 8400, But Raising Odds Of Bearish Outcome To 30%
I. Performance The good news is that our recommendation to overweight the S&P 500 Energy sector is working well (chart…
Yardeni QuickTakes •Ed Yardeni
Bond Vigilantes Dare Bessent To Use His Bazooka
On September 1, we warned you that September is back. We wrote, "Everyone in the stock market knows that September is t…
Yardeni QuickTakes •Ed Yardeni
Bessent Tells Bond Vigilantes: "I Am The House"
I. Bessent Intervening On August 19, Treasury Secretary Scott Bessent announced an expansion of the Treasury's buyback…
Yardeni QuickTakes •Ed Yardeni
DEEP DIVE: CPI Versus PCED Crib Notes
The outcome of the September 16-17 FOMC meeting will likely hinge on this week's August CPI and PPI reports. Fed Govern…
Yardeni QuickTakes •Ed Yardeni
ECONOMIC WEEK AHEAD: September 7-11
August payroll employment jumped 162,000, a sharp reversal from July's decline, while the August unemployment rate held…
Yardeni QuickTakes •Ed Yardeni
US SECTORS CALL: Financials, Real Estate & Utilities
Energy (OW) led the S&P 500 sectors again last week, up 2.3% as the price of Brent crude rose back above $95 a barrel. …
Yardeni QuickTakes •Ed Yardeni
US MARKET CALL: More Fabulous Earnings Momentum
The Fed might or might not raise the federal funds rate this month. The war in the Middle East may or may not be over (…
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKETS CALL: Still A Worldwide Bull Market
Stock prices continue to rise worldwide. A run of central bank meetings over the coming weeks will test whether equity …
Yardeni QuickTakes •Ed Yardeni