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.

Fed cuts coming too late. The economy sliding into recession. Narrow market breadth. Election-related chaos. Investors had a lot to worry about in 2024. And yet, markets kept marching to new highs. NOW, what is the view like from 36,000 feet? What’s next for monetary policy, economic growth, and the stock market? Get three unique perspectives from these big-picture thinkers. Then learn what you should do with your investments in response.