Yardeni: S&P 500 Bottomed Before Iran Ceasefire Rally

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AuthorKavya Nair|Published at:
Yardeni: S&P 500 Bottomed Before Iran Ceasefire Rally
Overview

Ed Yardeni's Yardeni Research identified a potential S&P 500 bottom last week, just before global markets rallied following an Iran ceasefire. Yardeni advises investing more overseas than in U.S. markets and reiterates his $6,000 gold price forecast.

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Yardeni Spots S&P 500 Low

Yardeni Research signaled last Tuesday that the S&P 500 might have hit its lowest point. This prediction proved accurate as global markets rallied sharply days later, following U.S. President Donald Trump's call for a ceasefire in Iran. The New York-based firm, led by Ed Yardeni, is known for its market insights.

Shifting Investment Focus

Looking forward, Yardeni sees markets returning to pre-conflict levels. He recommends investors favor international stocks over U.S. equities, partly because the U.S. market now makes up a large 65% of the MSCI index. This shift aims to capture opportunities beyond the U.S. market.

Gold Price Outlook

Yardeni still expects gold prices to climb to $6,000 per ounce by year-end, despite geopolitical shifts. He expressed surprise when gold fell early in the conflict, linking it to the Central Bank of Turkey selling reserves to boost its currency. The recent ceasefire has coincided with gold's recovery, fitting Yardeni's bullish outlook.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.