Keynote Presentations

Dr. Ed Yardeni will discuss the similarities and differences between the current decade and previous ones. He will explain why he assigns a 55% probability to a productivity-led boom like the 1920s, 20% to a scenario similar to the Great Inflation of the 1970s (including a possible debt crisis), and 25% to a meltup like the one experienced during the late 1990s. He will also discuss why economists have been too pessimistic about the US economic outlook and not pessimistic enough about China’s economy. He will explain why he remains bullish with his S&P 500 targets of 7000 in 2025, 8,000 in 2026, and 10,000 in 2029. Along the way, Dr. Ed will balance his optimistic outlook with a discussion of widespread concerns about US government deficits and the unsettling geopolitical environment.