The market is increasingly discounting 2026 earnings, with analysts having stopped cutting estimates and now expecting $300 a share for the S&P 500 next year, matching the speaker's own forecast.

forecastpending

Speaker

Ed Yardeni

Evidence Quote

They are now expecting earnings uh to be $300 a share next year, which just happens to be uh my forecast for next year.

Source

Trump & Bessent Versus Powell & The Bond VigilantesEd Yardeni
Created: 6/18/2026, 2:32:16 PM

My Notes

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