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2026-10-11 📊 WEEKLY ROUNDUP

Weekly Roundup - October 11th

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: French Toast & Brazilian Bossa Nova
I. Bonds The global bond market remains jittery, though yields may be starting to stabilize after their rout in recent…
Yardeni QuickTakes •Ed Yardeni
US MARKETS CALL: Is The 10-Year Bond Yield Back To The Old Normal?
I. Bonds The Economist just rang the all-clear siren for the bond market (chart). It is safe to buy bonds now that the…
Yardeni QuickTakes •Ed Yardeni
Lots Of FEMO In Q3's Earnings Reporting Season
I. FEMO in Q3 We have spent much of the past few months marveling at Corporate America's Fabulous Earnings Momentum (F…
Yardeni QuickTakes •Ed Yardeni
The Bond Yield Spectrum
I. From The Good To The Bad To The Ugly The spectrum of explanations for the rise in bond yields worldwide includes re…
Yardeni QuickTakes •Ed Yardeni
WEEKLY WEBCAST: Bond Yields On The Spectrum: From Good To Ugly (with special guest Nick Raich)
Is the bond selloff the Revenge of the Bond Vigilantes, i.e., a looming debt crisis? Not yet. Despite the recent surge,…
Yardeni QuickTakes •Ed Yardeni
2028 Should Be A Good Year
I. Blue skies ahead for earnings? We are now seven years into our Roaring 2020s thesis, which remains our base case fo…
Yardeni QuickTakes •Ed Yardeni
In Praise Of Profits
I. Profits, Cash Flow & Capital Spending Corporate profits are the economy's lifeblood. As Dr. Ed explains in his 2021…
Yardeni QuickTakes •Ed Yardeni
US SECTORS CALL: Information Technology, Consumer Discretionary & Consumer Staples
The S&P 500 fell 0.3% last week. Energy (OW) and Information Technology (MW) led the week’s sector performance derby, b…
Yardeni QuickTakes •Ed Yardeni
GLOBAL MARKET CALL: Bond Vigilantes Gone Wild
The Bond Vigilantes have gone wild worldwide, pushing government bond yields higher in developed and emerging markets a…
Yardeni QuickTakes •Ed Yardeni