.SPX

<p>Ed Yardeni stated that we are currently in the "Roaring 2020s," where economic resilience and the leap in AI productivity are expected to drive the S&P 500 to reach 7,700 points by 2026, with a challenge to 10,000 points by the end of this decade. The main investment theme will shift from AI producers to the "493" users that benefit from cost reduction and efficiency improvement. U.S. Treasury yields remain steady above 4%, while gold prices are expected to align with $10,000 in the long term</p>

- Ed Yardeni shares his outlook on the stock, bond, and gold markets for 2026, anticipating significant growth driven by corporate earnings and productivity.  
- He predicts the S&P 500 could reach 7,700 points by the end of 2026, with a long-term target of 10,000 points by 2029; gold prices may also hit $10,000 per ounce.  
- Additionally, the shift in focus from AI producers to users may enhance profitability, with concerns about inflation and government deficits potentially impacting market stability.

Ed Yardeni 2026 Outlook: The U.S. will not enter a recession, S&P 7700, U.S. Treasury yields exceed 4%, gold price at 6000 USD