S&P 500 will rally through 2025, but tariffs could change that

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Seaport Research Partners' Jonathan Golub predicts a rally in the S&P 500 through 2025, but warns that tariffs could potentially disrupt this trend.

Market Context

Market impact analysis based on bullish sentiment with 80% confidence.

المشاعر
Bullish
ثقة الذكاء الاصطناعي
80%

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Seaport Research Partners managing director and chief equity strategist, Jonathan Golub, joins Morning Brief host Julie Hyman to discuss the trajectories for the "Magnificent Seven" (MAGS) and the S&P 500 (^GSPC) and how tariffs could eventually break up the market rally. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

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تفصيل الذكاء الاصطناعي

ملخص

Seaport Research Partners' Jonathan Golub predicts a rally in the S&P 500 through 2025, but warns that tariffs could potentially disrupt this trend.

Market Context

Market impact analysis based on bullish sentiment with 80% confidence.

المقال الأصلي منشور بواسطة Unknown في نوفمبر 10, 2025.
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