EVENTS:   The State of US-China and Global Rebalancing - William Hess/PRC Macro & Song Gao/PRC Macro & Ming Wu/PRC Macro - 07 May 25     ROADSHOWS: US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital /London   08 - 09 May 25       US Value Equity Ideas - Jonathan Boyar /Boyar Research /London   12 - 15 May 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research /London   14 - 15 May 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?