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Ed Yardeni: Roaring 2020s Driven by $90T G-Shaped Economy (Preview)

Sep 7, 2026 · 1m

Summary

Financial Sense host Ed discusses his updated bullish S&P 500 year-end target of 8,400, positioning him as one of Wall Street’s most optimistic forecasters. He attributes this outlook to the unprecedented net worth of the aging baby boomer generation, who are entering retirement with significant assets and lower mortgage burdens. The episode highlights how these demographic and financial shifts are driving market strength despite recent summer volatility.

Topics discussed

Review of previous S&P 500 target and market performance Bullish outlook driven by Baby Boomer wealth and low rates Promotional segment for Financial Sense subscription
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