Topic: Ed Yardeni

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The Daily Reckoning
Biggest financial trap of 2012: US Treasury debt

US debt is becoming less valuable as Americans grow poorer and poorer
Home sales jump in August: why it's not enough to revive housing market

Even as home sales increased in August, median prices fell. Experts point to a 'shadow inventory' of homes that will eventually face foreclosure and say prices won't keep up with inflation for years.
Boehner vs. Obama: Are US job creators really 'on strike'?

That's how House Speaker John Boehner characterized job creators in a speech Thursday, which came a week after President Obama outlined his own jobs plan to Congress.
Obama payroll tax cuts: Economists differ on how many jobs they'd create

The proposed payroll tax cuts amount to about half of the Obama jobs plan. Some economists say the cuts could add a million jobs, others call the strategy a waste of money.
Currency exchange rates 'war' a concern ahead of IMF meeting

Currency exchange rates have taken center stage in financial markets, prompting investors to worry that nations will try devaluation as a way to bolster exports. The IMF's annual meeting is Friday in Washington.
Bond funds, gold targets of big investors

Bond funds have netted an estimated $170 billion this year, while the price of gold has more than quadrupled.
'Sell in May and go away': Not among the best market tips?

Some evidence suggests that investors are better off hanging on to their shares during the May-to-October period. 'Sell in May' is among old market tips.
Ten predictions for the 2010 economy

Will consumer spending move up and jobs grow apace in 2010? The answer depends on the economist you ask. A round up of the top predictions for the economy next year.
If global recession is over, what will recovery look like?

Tepid but sustainable, is the most common answer. Growth in Asia will be the main driver, with help from a modest revival in the US.
Growth in France, Germany boosts global economy

Exports, including to emerging markets such as China, helped the two countries turn in surprisingly strong numbers for the second quarter. Now, some say the global economic recession has ended.
Bulls back as Dow closes above 9000

Companies in the S&P 500 index are beating profit expectations by about 10 percent in the second quarter.
Fed’s treasury-bond gambit: mother of all rescue plans

As much as $1 trillion will lower long-term loan rates like mortgages but it raises the specter of inflation.
US Treasury and the Fed: too close for comfort?

Some economists have reservations about recent moves to rescue the economy.
How deep a recession?

The housing-bubble collapse makes recovery hard to predict.
Global deflation risk grows

October saw one of only seven monthly drops in the core Consumer Price Index since 1947.
In banking crisis, U.S. steps up

Moves by federal regulators signal that the financial sector can't solve its problems on its own.
A global war on inflation

Many nations have begun to tighten their credit reins in an effort to curb rising prices.
Amid economic slowdown, signs of new world order

Emerging markets are helping buoy global growth.
Mortgage mess: Who gets help and who pays?

Debate over what's fair and what's wise is likely to intensify as US tries to contain the crisis.
Recession is a given. Can we avoid depression?

Economists wonder if the Bush administration is ideologically inclined to do what's needed to rescue economy.
Banks' losses could put $900 billion squeeze on consumers

Troubled loans – from homes to cars – could trim economic growth by 1 percentage point, a new forecast says.
China's economic growth can soften U.S. slump

Emerging economies are now big enough to help but not save Western giants.