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2026-10-04 📊 WEEKLY ROUNDUP

Weekly Roundup - October 4th

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 Ignoring Bonds, For Now
The 10-year US Treasury bond yield has climbed above 5.25%, and the S&P 500 hasn’t flinched. The stock index is just 2.…
Yardeni QuickTakes •Ed Yardeni
Thanks For The Memories
I. Micron and the AI Trade Memory has become one of the biggest beneficiaries of the AI spending boom. Micron’s stock,…
Yardeni QuickTakes •Ed Yardeni
Optimistic Spin: Bond Market Pricing Better-Than-Expected Economic Growth
Bond yields rose yet again today even though September's PCED inflation report showed some improvement, which was due m…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: On Inflation, Capital Spending & Economic Resilience
Today, Ed and Elias take a deep dive into core inflation, i.e., minus volatile food and energy prices. The Fed’s prefer…
Yardeni QuickTakes •Ed Yardeni
Prospect of Accelerating Wage Growth In A Strong Economy
I. Is Wage Growth Accelerating? Wage growth signals labor market conditions. Just as shortages of goods tend to push p…
Yardeni QuickTakes •Ed Yardeni
Thoughts On Global Government Debt With A Focus On The US
I. Revenge of the Bond Vigilantes? We still have a 70% subjective probability for our bullish base-case Roaring 2020s …
Yardeni QuickTakes •Ed Yardeni
US SECTORS CALL: Semiconductors, Utilities & Materials
Stocks opened last week with a big rally. The S&P 500 rose 1.5% on Monday, and the Nasdaq closed at a record high as oi…
Yardeni QuickTakes •Ed Yardeni