EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 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?