Anyone else looking at the 2030 EPS projections? I just read a macro report arguing that S&P $400 EPS is actually achievable if AI productivity hits its peak in the early 2030s. It's a wild target but the math on the 6% CAGR from the current $250 base seems solid. Also, the 'Iran War' energy shock scenario for 2026 is a scary tail risk I haven't seen mentioned much here. What’s the consensus on Brent hitting $110 if that escalation happens?
Anyone else looking at the 2030 EPS projections?
byu/DJ_Area_5608 inAskEconomics
Posted by DJ_Area_5608