“5% Yields: 'Whole System Collapses', What Happens To Markets | Gareth Soloway”
SPY is bullish while trading above 7,575; cautious for 2027 due to AI capex slowdown risks.
Now, okay. Um, right now you're bullish on the S&P 500, 7,000, uh, sorry, 8,000 points by the end of the year. So, I'm still cautious on the S&P for 2027. And part of that is the fact that I do think there's going to be repercussions at some point as soon as we see a slowdown in capex from AI companies.