The famed investment strategist was addressing a criticism levelled at him in a recent article by another investment strategist
The S&P 500 has poised to end the year with nearly 25% gains but a more challenging environment may be emerging to navigate for US equities, with the inflation cool off stalling, and Trump's tariff policies adding to economists' concerns.
The sell-side consultancy led by the famed economist and investment strategist then proposed a reason for this odd market behaviour
The sell-side consultancy headed by noted economist and investment strategist Ed Yardeni, believes that the US Fed will take a more dovish stand and give stocks and bonds a boost
Speaking on the state elections in India, Yardeni said that the results increase the chances of political stability in the country.
Ed Yardeni discusses the expectations of potential rate cuts, recent market performance, and the resilience of the US economy during a conversation with Moneycontrol
India is expected to be a key beneficiary of tensions between China and the Western world. The country presents long-term opportunities to investors.
The sell-side consultancy makes its case by expanding on a formulae that is held sacred by many investors, including late Rakesh Jhunjhunwala.
The consultancy had coined the term first in 2013, when the US Fed had increased liquidity
Despite the Russia-Ukraine war, high inflation, soaring interest rates, and concerns of an impending recession, the S&P 500 and Nasdaq 100 have surged significantly.
The stress in financial markets from big rate increases, a surging dollar and quantitative tightening through the Fed’s reducing its bond holdings has reached the point that policy makers should make financial stability the top priority, says the president of Yardeni Research.