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2026-09-20 📊 WEEKLY ROUNDUP

Weekly Roundup - September 20th

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: Investors Curbing Their Enthusiasm As Less FOMO Offsets More FEMO
I. Curbing Our Enthusiasm Last week on Tuesday, we pushed our 8,400 year-end target for the S&P 500 to mid-2027. Our n…
Yardeni QuickTakes •Ed Yardeni
Global Bond Rout Made In Japan?
I. Yen-Carry Trade Unwinding? The “yen‑carry trade” has been a key feature of global financial markets since roughly 2…
Yardeni QuickTakes •Ed Yardeni
Fed's Hawks Circling Over Hot US Economy
I. The Fed Today marked the conclusion of the September 15-16 FOMC meeting. The Fed's monetary policy committee delive…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: Worry List Is Growing More Worrisome
We’re still strong believers in our Roaring 2020s scenario, hinging on a productivity boom that strengthens economic gr…
Yardeni QuickTakes •Ed Yardeni
Proceed With Caution
I. Lowering S&P 500 Target On Saturday, we lowered the subjective odds of our Roaring 2020s base-case scenario from 80…
Yardeni QuickTakes •Ed Yardeni
Warsh & Bessent Share A Credibility Problem
President Donald Trump has some advice for the Fed. Speaking to reporters at the Irish Open golf tournament today, he s…
Yardeni QuickTakes •Ed Yardeni
US SECTORS CALL: Energy, Information Technology & Health Care
Rising bond yields and oil prices weighed on stocks last week, though a mostly in-line CPI report on Friday sparked a r…
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKETS CALL: Will The Bull Market Survive Higher Oil Prices & Bond Yields?
The price of Brent crude is back above $100 a barrel. Government bond yields are rising nearly everywhere, with the 10-…
Yardeni QuickTakes •Ed Yardeni