optimism shakeout
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Strategist who nailed stocks, bonds and oil this year warns of ‘optimism shakeout' in early 2026
MarketWatch· 2025-12-04 12:13
Core Viewpoint - Increased adoption of AI is expected to broaden the stock market in the upcoming year, although overly optimistic sentiment may require a correction early on [1] Group 1 - The strategist Warren Pies emphasizes the potential for AI to enhance market performance in the next year [1] - There is a cautionary note regarding the current overly optimistic sentiment in the market, suggesting a possible need for a reset [1]