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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?