Wall Street Analyst Expects U.S. Stocks to Break New Records
Wall Street veteran Ed Yardeni sees more upside ahead for U.S. equities, arguing that the S&P 500 remains firmly in bull market territory.
In his latest market outlook, the president of Yardeni Research suggests that the broader economy is proving more resilient than recent data implies, and that conditions are gradually aligning in favor of continued stock market gains.
According to Yardeni, some of the economic softness seen lately stems from lagging indicators that reflect earlier uncertainty, particularly around geopolitical tensions and trade disputes. He believes many of those uncertainties are now beginning to fade. With inflation moderating and the labor market still holding up, the macro picture, in his view, is improving.
One of the key points he raises is that investor sentiment remains surprisingly cautious, even as the market trades near record levels. Rather than interpreting this as a warning sign, Yardeni sees it as an opportunity. Historically, he notes, risk assets often perform well when skepticism is high—markets tend to climb a “wall of worry,” pushing higher even as most investors remain on the sidelines.
Yardeni also emphasizes the resilience of risk assets in uncertain environments. He believes that while there are always potential threats—whether geopolitical tensions, policy shifts, or economic fluctuations—markets often find a way to move higher through the noise. In fact, he sees the current level of investor caution as a setup for future upside.
With the broader economy showing signs of stabilization and fears slowly easing, Yardeni anticipates that more capital will rotate back into equities. This gradual return of confidence, combined with supportive macroeconomic conditions, could help propel the S&P 500 and other major indices to fresh record highs in the months ahead.
Kosta Gushterov
Reporter at Coindoo
Kosta joined the team in 2021 and quickly established himself with his thirst for knowledge, incredible dedication, and analytical thinking. He not only covers a wide range of current topics, but also writes excellent reviews, PR articles, and educational materials. His articles are also quoted by other news agencies.
