The creator uses the S&P 500 as a benchmark to contrast with earnings expectations, noting its current performance relative to its 200-day moving average.
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Weekly Update with Larry Berman – September 26, 2026
Sep 26, 2026
The creator discusses the global rise in bond yields, noting that while higher yields are attractive from a real return perspective, the rapid increase is causing concern. They analyze inflation expectations and government debt, suggesting that while US debt is likely to be repaid, the market is debating the price at which this will occur. The creator also expresses skepticism about current earnings growth expectations in the stock market, believing they are overly optimistic and potentially driven by a generalization of AI benefits across all sectors.
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