Tue 24 Mar 2026 - 10:00 EST / 15:00 GMT / 16:00 CET

• Dr. Ed Yardeni’s base case remains the Roaring 2020s.

• The latest war in the Middle East raises the prospects of a rerun of the Depressing 1970s.

• The US economy is more resilient and less sensitive to rising oil prices now than it was.

• How will this affect the rebalancing that has been underway in US domestic equity and global portfolios?

• He is sticking with his S&P 500 target of 7,700 by the end of this year and 10,000 by the end of 2029.