EVENTS:   Building Resilient Portfolios in an Age of Disruption - Pavol Povala/Allocation Strategy - 19 Nov 25   NEW SERIES: Best Equity Long Ideas Conference Call 1 - Kevin Cassidy/Rosenblatt Securities & Andrew Freedman/Hedgeye & Jonathan Boyar/Boyar Research & Hamed Khorsand/BWS Financial & Pelham Smithers/Pelham Smithers Associates & Hemant Kotak/Kolytics & Benjamin Silverman/2Xideas - 20 Nov 25   UK Budget - How Did We Get Here, Why is UK Having Another Massive Tax Hike? - Mark Bathgate/Tweeddale Advisors - 21 Nov 25     ROADSHOWS: Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Update on the Roaring 20s Scenario II

Yardeni Research

Thu 13 Feb 2025 - 15:00 GMT / 10:00 EST

Topics

Will Trump 2.0 turn out to be bullish or bearish for the economy and the stock market?

Will a productivity boom boost economic growth and suppress inflation?

Why might profit margins rise to new record highs and boost S&P 500 earnings per share to $400 by the end of the decade?

Have interest rates normalized so that the Fed might be done lowering interest rates for a while?

Will AI speed up the Digital Revolution?