Ed Yardeni News
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February 8, 2013 - In investing, every silver lining has a cloud. Almost all good news can be spun as bad news, and vice versa. The economy’s booming? Watch out for inflation and higher interest rates. The market crashed? What a buying opportunity!
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The euro has often ignored policy maker pronouncements and “danced to its own tune” during the region’s sovereign debt crisis, according to a working paper published by the European Central Bank.
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Congress is ending what may be its least productive year on record after government shutdown threats, the collapse of debt-reduction talks and little action to fix the worst U.S. economy since the Great Depression.
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Prime Minister David Cameron’s austerity policies, which helped U.K. debt beat world peers in 2011, are backfiring in the bond market with the economy on the brink of a recession and borrowing needs approaching records.
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The global economic recovery now gathering pace is deepening income inequalities in both advanced and emerging nations, threatening to undermine policy makers’ efforts to repair their finances and fix currency misalignments.
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With Congress at an impasse on how to reduce the U.S. budget deficit, the biggest rally in government bonds since 2008 shows no signs of letting up even as yields are about the lowest on record.
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The U.S. economy will perform “surprisingly well” in 2012 as corporate profits and cash flow spur hiring, said Ed Yardeni of Yardeni Research Inc.
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The U.S. bond market is neutralizing budget deficits as an election-year campaign weapon.
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Stocks slid, while the dollar and Treasuries rose, amid concern a meeting of European leaders this week will fail to halt a debt crisis that threatens to drag U.S. corporate earnings to the first decline since 2009. Oil slumped while agricultural commodities rallied.
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Italy is forcing Europe to choose between increased bond buying by the European Central Bank or a possible breakup of the euro.
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