Geopolitical risk will still affect stocks over the next few weeks – Ed Yardeni

Ed Yardeni warns that although the recent S&P 500 correction appears to have ended, geopolitical tensions—specifically the conflict around the Strait of Hormuz—are likely to keep markets volatile through the summer. The piece is a cautionary outlook: equity gains may persist but will face heightened downside risk and episodic swings as oil and shipping-route disruptions feed investor uncertainty. Market participants should expect continued choppiness rather than a clear directional trend, with risk sentiment sensitive to developments in the Gulf and related energy-price moves.