2026 WILL BE JUST ANOTHER YEAR OF THE ROARING 2020s Ed Yardeni says the global economy is on track to continue the “Roaring 2020s” in 2026, driven by strong productivity, resilient consumer demand, and solid earnings growth. Yardeni highlights rising GDP estimates and falling payroll figures as signs that productivity surged in Q2 and Q3, with Q4 likely to surprise as well. He credits long-term strength to the “BRAIN Revolution” — advances in biotech, robotics, AI, and nanotechnology. For 2026, Yardeni forecasts 3% U.S. GDP growth, 2.5% productivity growth, and 4.5% unemployment due to rapid AI adoption. He expects S&P 500 earnings to rise from $268 this year to $310 in 2026, supporting a bullish outlook and keeping the index on track to reach 10,000 by 2029. With inflation easing and only one Fed rate cut expected next year, Yardeni concludes that 2026 will simply extend the Roaring 2020s — and the 2030s could roar too.(*Walter Bloomberg)