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    • 'Something doesn't make sense', says Yardeni Research on US stock market

      The sell-side consultancy led by the famed economist and investment strategist then proposed a reason for this odd market behaviour

    • Yardeni Research doesn't see recession clouds, despite spike in US jobless claims

      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

    • Emerging markets, commodities should be underweighted in global portfolios: Ed Yardeni

      The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in China and Europe, Yardeni wrote. While China's stocks look cheap, its economy is showing a structural weakness and Indian stock prices are touching a record high, he noted

    • 'Foreign investors see a lot more positives in the outlook for India than they do in China,' says Ed Yardeni

      Speaking on the state elections in India, Yardeni said that the results increase the chances of political stability in the country.

    • Fed's Phillips Curve flawed? Is it time to question old economic models, asks Yardeni Research

      Its recent Quick Takes says inflation dipped even as unemployment had stayed low, which means growth may be driven by productivity and is therefore disinflationary

    • 'Something is definitely off with China’s economy': Yardeni Research

      The sell-side consultancy headed by Ed Yardeni pointed to the weakening export figures and the country’s PPI

    • Prices in US stocks rising on rising forward earnings, market valuation: Yardeni Research

      The sell-side consultancy makes its case by expanding on a formulae that is held sacred by many investors, including late Rakesh Jhunjhunwala.

    • More rate hikes likely, growth forecast suggests soft-landing: Yardeni Research after Fed meeting

      The consultancy pointed to sticky inflation and improved growth expectations

    • US markets on the brink of 'Mother of all Melt-ups', says Yardeni Research

       The consultancy had coined the term first in 2013, when the US Fed had increased liquidity

    • The one chart that shows why stocks rebounded

      The correlation between central bank assets and stock prices is back on track

    • The correlation between central bank asset expansion and stock markets breaks down

      The crash has proved that the assumption that central bank liquidity would always prop up markets, come what may, was wrong

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