Yardeni: March 30 Low Bottoms Stocks

Yardeni Research deems March 30 low the year‑low for U.S. equities and projects the S&P 500 to close near 7,700.
Forward EPS hit record $344.30, with consensus forecasts $326.78 for 2026 and $380.37 for 2027, both revised upward.
82.6% of S&P 500 firms show positive forward earnings growth, potentially rising to 90% later this year.
Commercial bank loans and leases rose 7.1% YoY—the fastest in three years—supporting Yardeni’s view that a recession is unlikely.