Financial Sense Newshour

S&P 10,000? Dr. Ed Yardeni’s Bold Roaring 2020s Forecast (Preview)

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Aug 28, 2025
Can the S&P 500 hit 10,000 by 2029? Dr. Ed Yardeni makes a bold prediction as he draws intriguing parallels to the Roaring 1920s. Key factors like AI advancements and cloud technology play a crucial role in this forecast. The conversation delves into market valuations and earnings projections, painting a picture of optimism for the coming decade. Will history repeat itself in the financial realm? Tune in to explore these exciting possibilities.
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INSIGHT

Bull Case: S&P 10,000 By 2029

  • Yardeni projects the S&P 500 could reach 10,000 by 2029 driven by AI, cloud, and U.S. economic resilience.
  • He frames this as a potential 'Roaring 2020s' scenario that could eclipse the 1920s bull market.
INSIGHT

Credentials Behind The Forecast

  • Yardeni's background includes roles at the New York Fed, Federal Reserve Board, and Treasury, adding credibility to his market forecasts.
  • He publishes in his Predicting the Market series and through yardeniquicktakes.com.
ADVICE

Position For Earnings Growth

  • Position for earnings growth rather than chasing higher multiples to avoid melt-up risk.
  • Focus on sectors likely to benefit from AI, cloud, and U.S. economic strength as per Yardeni's thesis.
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