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Dr. Yardeni's outlook for 2025: AI, Tariffs & Power Plays - The Battle for Economic Dominance (Full Version)
Instructor:
MacroMicro, Yardeni Research
Length: 66 minutes
Debuted at: 20 Feb 2025
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2025 Market Outlook: Exclusive Webinar with Dr. Ed Yardeni
Markets are shifting—are you prepared?
Join Macromicro & Yardeni Research for an exclusive webinar featuring Dr. Ed Yardeni, one of the world’s leading investment strategists and economists.
With over 40 years of experience advising top institutions, Dr. Yardeni will break down the key forces shaping global markets in 2025, including:
- Market Volatility & Inflation – What’s next for interest rates and economic growth?
- Trade Wars & Tariffs – How global policies impact investments and supply chains
- AI & Tech Disruption – The industries set to thrive in the next wave of innovation
- Investment Strategies for 2025 – Where to allocate capital in uncertain times
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
🎁 Special Bonus: Lucky Draw! Watch & comment before March 1st for a chance to win a FREE 1-month membership to Yardeni Research!
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About Instructor
MacroMicro
MacroMicro is Asia's first investment information platform focused on macroeconomics. We gather a wide variety of economic data from around the world and use statistical analysis to uncover meaningful connections between these numbers and investment trends. The results are then automatically visualized in a user-friendly format. For more information, visit: macromicro.me
Yardeni Research
Yardeni Research, Inc. is a leading sell-side consulting firm specializing in global investment strategy and asset allocation analysis. Led by Dr. Ed Yardeni, the firm provides expert insights and recommendations to top institutional investors worldwide. For more information, visit their website at www.yardeni.com.