Timeline:
0:00 Opening & Intro
1:21 Tariffs and Trump’s Policy
10:46 Inflation and Tariffs
23:02 Views on Fed and the Market
35:47 Dr. Yardeni’s outlook for 2025
36:05 The Roaring 2020’s
40:30 AI Investment, Slowdown or Not?
45:03 Deepseek, Bullish or Bearish?
47:46 Asset Allocation Ratio
51:21 10Y Treasury Yield
56:45 Biggest Risk to the US equities
1:00:05 Charts to monitor
1:05:10 Closing
With Trump’s new tariffs and AI’s rapid rise, the U.S. economy stands at a crossroads. Will trade tensions spark disruption or opportunity? How will AI reshape industries and markets?
Join MacroMicro & Yardeni Research for an exclusive webinar featuring Dr. Edward Yardeni, the renowned Wall Street Seer, as he unpacks the key economic forces shaping the year ahead.
And don't forget to participate in the LUCKY DRAW!
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