ROADSHOWS: L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25       Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 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?