Ed Yardeni, president of Yardeni Research, projects the current market rally will persist into 2026 and 2027, driven by a "Roaring 2020s" scenario of strong corporate earnings, AI-driven productivity, and economic resilience. He anticipates the S&P 500 will continue to hit record highs, forecasting continued expansion as earnings grow.
2026 Outlook: Yardeni sees 2026 as another positive year for the market, with expectations of continued double-digit growth in earnings and potential double-digit returns for the S&P 500.
Yardeni's analysis suggests that fears of a major market crash are less likely, as the "earnings hook" (rising analyst estimates) and technological productivity gains continue to drive the market forward.
Ed Yardeni specifically identified Monday, March 30, 2026, as the market bottom for the year.
Market rally will keep going into next year, says Yardeni Research’s Ed Yardeni
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Posted by Guy_PCS
2 Comments
Roaring 20s were much different than today. Today, you just have money pouring into data centers and jobs outside of a select few industries are trash and low pay.
12 more months like April and the US market will be worth $400 trillion.