Dr. Ed Yardeni will discuss the similarities and differences between the current decade previous ones. He will explain why he continues to see a productivity-led boom like the 1920s. He will also discuss why economists have been too pessimistic about the US economic outlook and not pessimistic enough about China’s economy. Additionally, Ed will explain the importance of the AI Digital Revolution—and cover why he remains bullish, with an S&P 500 target of 10,000 by 2029. Along the way, he will balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment.
The Fed is under the microscope like never before, with current Chair Jay Powell’s days at the helm numbered and the Trump Administration putting its stamp on the institution. The fixed-income markets are on edge, with key questions about debts, deficits, and inflation swirling. Plus, investors are trying to discern if a modest slowdown in growth and labor markets will turn into something worse. Find out what to do next in fixed income—with the help of our experts!