Tue 02 Jul 2024 - 08:00 BST

Similarities and differences between the current decade and previous ones

Why Yardeni Research assigns a 60% probability to a productivity-led boom like the 1920s, 20% to a scenario similar to the Great Inflation of the 1970s, and 20% to a meltup like the one experienced during the late 1990s

Why economists have been too pessimistic about the US economic outlook and not pessimistic enough about China’s economy

Why to remain bullish with his S&P 500 targets of 6000 in 2025 and 8000 in 2030

Discussion of widespread concerns about US government deficits and the unsettling geopolitical environment.