Fri 29 May 2026 - 10:00 EST / 15:00 GMT / 16:00 CET

• Dr Yardeni raises his 2026 year-end target for the S&P from 7,700 to 8,250 driven by stronger than expected corporate earnings and a stock market melt up.

• Earnings forecasts have surged: 2026 EPS estimates were increased from $310 to $330, and 2027 estimates from $350 to $375, while consensus analyst estimates are even more bullish.

• Dr Yardeni expects the economy and corporate profits to remain resilient, increasing confidence in the “roaring 2020’s” scenario and reducing fears of a major bear market or recession.

• Earnings growth is broadening across large, mid and small cap stocks.

• Despite optimism, risks remain from the ongoing Middle East conflict, which could trigger stagflation, higher inflation, rising interest rates, and pressure on global markets if conditions worsen.

• Dr Yardeni will explain why he is sticking with his S&P target of 10,000 by end of 2029.