Headlines
Bloomberg MarketsBill Dudley Calls Fed’s 25-Basis-Point Hike ‘Too Small’Bloomberg MarketsStocks, Treasuries Rally on Optimism Around Fed Inflation FightBloomberg MarketsUS Jobless Claims Fall to Lowest Level Since July at 196,000Bloomberg MarketsRisk of Midterm ‘Blue Wave’ Leaves Defense Stocks Out of FavorBloomberg MarketsThree New ETFs to Watch: From Tax Avoidance to AI WinnersBloomberg MarketsTreasuries Gain as Confidence in Warsh Grows, Trump Threatens EU TariffsBloomberg MarketsUS Housing Starts Drop Unexpectedly on Multifamily ProjectsBloomberg MarketsEd Yardeni Lowers Year-End S&P 500 Target to 7,900Bloomberg MarketsKKR Passes Partners Group as Europe’s Top Evergreen Fund ManagerBloomberg MarketsAI Future Savings Is Latest Ebitda Tweak to Jolt Debt InvestorsBloomberg MarketsAnalyst Darling EssilorLuxottica Gets Rare Sell Call After RoutBloomberg MarketsStocks Are Overdue for a Pullback, Warns BofA’s SubramanianBloomberg MarketsWarsh Bringing Things Back to ‘Good, Normal Space,’ Sonal Desai SaysBloomberg MarketsShareholder Revolt Hits Crypto Hoarders After $50 Billion CrashBloomberg Markets'Warsh Had to Win His Credibility:' Rabobank's FoleyBloomberg MarketsBill Dudley Calls Fed’s 25-Basis-Point Hike ‘Too Small’Bloomberg MarketsStocks, Treasuries Rally on Optimism Around Fed Inflation FightBloomberg MarketsUS Jobless Claims Fall to Lowest Level Since July at 196,000Bloomberg MarketsRisk of Midterm ‘Blue Wave’ Leaves Defense Stocks Out of FavorBloomberg MarketsThree New ETFs to Watch: From Tax Avoidance to AI WinnersBloomberg MarketsTreasuries Gain as Confidence in Warsh Grows, Trump Threatens EU TariffsBloomberg MarketsUS Housing Starts Drop Unexpectedly on Multifamily ProjectsBloomberg MarketsEd Yardeni Lowers Year-End S&P 500 Target to 7,900Bloomberg MarketsKKR Passes Partners Group as Europe’s Top Evergreen Fund ManagerBloomberg MarketsAI Future Savings Is Latest Ebitda Tweak to Jolt Debt InvestorsBloomberg MarketsAnalyst Darling EssilorLuxottica Gets Rare Sell Call After RoutBloomberg MarketsStocks Are Overdue for a Pullback, Warns BofA’s SubramanianBloomberg MarketsWarsh Bringing Things Back to ‘Good, Normal Space,’ Sonal Desai SaysBloomberg MarketsShareholder Revolt Hits Crypto Hoarders After $50 Billion CrashBloomberg Markets'Warsh Had to Win His Credibility:' Rabobank's Foley
Home/Bloomberg Markets
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Bloomberg Marketsglobal

Ed Yardeni Lowers Year-End S&P 500 Target to 7,900

Bloomberg Markets
Thursday, September 17, 2026 at 12:28 PM
~4 min read
InflationEnergy

Original Report

Edward Yardeni, president at Yardeni Research, points to geopolitical developments and higher-for-longer oil prices, among other factors, that led him to lower his year-end target for the S&P 500. He...

Edward Yardeni, president at Yardeni Research, points to geopolitical developments and higher-for-longer oil prices, among other factors, that led him to lower his year-end target for the S&P 500. He says his previous target of 8,400 is more likely to be reached by the middle of next year. (Source: Bloomberg)

Glass House Analysis

Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.

Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%