Yardeni: Bond market is forcing a behind-the-curve Fed into a July hike. Expect a hawkish pivot at the June meeting. Equities can absorb it; the earnings/AI narrative remains the primary driver. The current pullback is a healthy rotation, not a top, with leadership broadening into software. Geopolitical risk is contained for now, with weak China data providing a ceiling for oil prices. The setup remains bullish.
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RUT
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Metals
USD
Yardeni Research
4.0
Financial Media
Ed Yardeni 9.0
Financial Media
Ed Yardeni 9.0
5/19/2026 4:45:12 AM
wti
Big surprise is that the price of oil is actually stayed pretty reasonable at 100 bucks... it's not 125, 150 to 200.
| 4/13/2026 1:50:50 PM | short term up | 6 days later | -1.83% | -1.83% |
| 3/18/2026 6:56:53 PM | short term up | 5 days later | -3.94% | -3.94% |
| 3/9/2026 9:00:51 AM | short term sharp up | 6 days later | +12.04% | +18.06% |
yields
I think they have to follow up and actually show that they're willing to raise rates and do it by 25 basis points.
| 5/12/2026 4:35:40 PM | short term cautious up | 5 days later | +3.17% | +1.58% |
| 3/9/2026 9:00:51 AM | short term up | 6 days later | +2.03% | +2.03% |
| 12/23/2025 11:20:27 PM | medium term up | 20 days later | +0.85% | +0.85% |
| 12/8/2025 2:52:48 PM | short term up | 6 days later | -0.10% | -0.10% |
| 12/8/2025 10:28:17 AM | short term up | 6 days later | -0.10% | -0.10% |
| 11/12/2025 11:46:28 AM | medium term cautious down | 20 days later | -1.34% | +0.67% |
| 10/27/2025 1:01:15 PM | medium term cautious down | 20 days later | +3.77% | -1.88% |
