EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

The Roaring 2020s or a Rerun of the 1970s?

Yardeni Research

Tue 24 Mar 2026 - 11:00 EDT / 15:00 GMT / 16:00 CET

Topics

• Dr. Ed Yardeni’s base case remains the Roaring 2020s.

• The latest war in the Middle East raises the prospects of a rerun of the Depressing 1970s.

• The US economy is more resilient and less sensitive to rising oil prices now than it was.

• How will this affect the rebalancing that has been underway in US domestic equity and global portfolios?

• He is sticking with his S&P 500 target of 7,700 by the end of this year and 10,000 by the end of 2029.