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2026-10-18 📊 WEEKLY ROUNDUP

Weekly Roundup - October 18th

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: Yes, AI Is Too Big To Fail

I. Bonds We've all been suffering from AI fatigue for a while. The daily news about it has been head-spinning. We've b…

Yardeni QuickTakes •Ed Yardeni

AI Scare Raises Growth Fears and Lowers Bond Yields

I. Treasury Yields US Treasury yields fell sharply today, extending Wednesday's retreat from intraday highs. The 10-ye…

Yardeni QuickTakes •Ed Yardeni

Continue To Proceed With Caution

I. Risk Off Is Back On September 15, we advised our readers to "Proceed With Caution." We postponed our year-end S&P 5…

Yardeni QuickTakes •Ed Yardeni

Is FEMO Too Concentrated?

I. Stocks: Happy Fourth Anniversary! Yesterday marked the fourth anniversary of the stock market bull run. The S&P 500…

Yardeni QuickTakes •Ed Yardeni

Sizing Up US Debt

I. Adding It Up The bond market had a good day today: It was closed for Columbus Day. We think that yields have risen …

Yardeni QuickTakes •Ed Yardeni

S&P 500 SECTORS CALL: More Green On The Screen

Bond yields edged down last week. As a result, the S&P 500 edged up, led by interest-rate-sensitive sectors. The AI-rel…

Yardeni QuickTakes •Ed Yardeni