Yardeni Raises Odds of Market Meltdown to 35% on Iran War

News March 09, 2026 at 09:20 AM
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What You Need To Know

  • The strategist also slashed the odds of a rally driven more by investor enthusiasm than underlying fundamentals to just 5%.
  • His shifts come as oil prices surge above $100 a barrel and investors brace for a prolonged conflict in the Middle East.
  • Still, his base case of a so-called "Roaring 2020s" scenario carries a 60% probability through year-end.

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