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2026-09-27 📊 WEEKLY ROUNDUP

Weekly Roundup - September 27th

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:

GLOBAL MARKETS CALL: Interest Rates Are Troubling
I. Global Economy The global economy has been surprisingly resilient so far this year. There were dips earlier this ye…
Yardeni QuickTakes •Ed Yardeni
US MARKETS CALL: Invasion Of The Bond Vigilante Algorithms
I. Credit Last week's events confirm our "Proceed With Caution" call in September 15's QuickTakes. The main event was …
Yardeni QuickTakes •Ed Yardeni
Baby Boom Briefing
Consumer spending resilience increasingly has become a balance-sheet story rather than an income-statement story. The p…
Yardeni QuickTakes •Ed Yardeni
Booming Economy Pushes Bond Yields Higher
Bond yields have risen for many reasons this year (chart). The war in the Middle East and the war between Russia and Uk…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: All About The Fed, The Economy & Inflation
In a scant three months, FOMC members moved from a unanimous hold to a unanimous hike, raising the federal funds rate b…
Yardeni QuickTakes •Ed Yardeni
The Silver Tsunami In A Booming Economy
I. The Silver Tsunami The “silver tsunami” refers to the large wave of Baby Boomers moving into retirement and the ris…
Yardeni QuickTakes •Ed Yardeni
Tech Is Top Dog Again As Investors Conclude It Is Cheap
There was lots worrying investors last week, and there still is. But the stock market has a habit of climbing a wall of…
Yardeni QuickTakes •Ed Yardeni
US SECTORS CALL: Financials, Communication Services & Industrials
Two shocks hit the stock market last week. On Monday, the heads of the major AI labs called for slowing the development…
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKET CALL: Stocks Weathering Storm In Bonds
Central banks in the US, Europe, and Japan all raised their policy rates over the last two weeks. Bond yields are risin…
Yardeni QuickTakes •Ed Yardeni