Retirement Worries, College Costs Soar | Bloomberg Money 7/24/2026

Watch on YouTube ↗  |  July 24, 2026 at 22:39  |  44:30  |  Bloomberg Markets
Speakers
Ed Yardeni — President, Yardeni Research
Stacey Vanek Smith — Bloomberg Reporter
Tricia Scarlata — JPMorgan Asset Management Head of Education Savings

Summary

This episode of Bloomberg Money focuses on retirement and college costs. Ed Yardeni delivers an optimistic economic and equity market outlook, calling for the S&P 500 to hit 10,000 by decade-end and favoring technology stocks. The program also examines soaring higher education expenses, the grad school crisis, and 529 plan advice from JPMorgan's Tricia Scarlata.

  • Retiring couples face $371,000 in out-of-pocket healthcare costs.
  • Ed Yardeni sees U.S. economy as resilient and equities as a buy, forecasting S&P 500 10,000 by ~2030.
  • Yardeni recommends S&P 500 and Nasdaq 100 with a preference for tech names.
  • College costs continue to climb, with top private schools nearing $100,000 annually.
  • Tricia Scarlata advises starting 529 plans early and prioritizing them over Trump accounts for tax benefits.
  • Grad school programs face headwinds from visa policies and federal research funding cuts.
  • Consumer spending on experiences like IMAX movies and Comic-Con remains robust despite inflation.
Ideas
Ed Yardeni President, Yardeni Research 11:48
Bullish on U.S. equities, especially tech
The U.S. economy has shown remarkable resilience despite aggressive Fed rate hikes and widespread recession fears. Earnings momentum is strong, and the AI revolution is a powerful tailwind. The stock market will continue to defy bears because the economy will continue to defy pessimists. Technology is the leading factor, making the Nasdaq 100 even more attractive than the S&P 500. He sees the S&P 500 reaching 10,000 by the end of the decade.
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This Bloomberg Markets video, published July 24, 2026, features Ed Yardeni discussing SPY, QQQ. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Ed Yardeni  · Tickers: SPY, QQQ