Trump ficha al gran optimista de Wall Street, que ve el S&P 500 a 9.000 puntos

David Zervos, a new adviser to the U.S. Treasury amid the bond market crisis, has been appointed as an economic advisor to Donald Trump's administration. This marks Scott Bessent's first hire as an economic specialist, with a six-month initial contract. Zervos, who has been Jefferies' global markets strategy director, brings 35 years of experience in global financial markets, central banking, and macroeconomic analysis.

Zervos is known for his optimistic view of U.S. risk assets, or Wall Street, and has no qualms about criticizing critics of the current administration. He has called those questioning U.S. government bonds "scoundrels" and questioned the mental health of TACO trade supporters, who believe Trump always profiteers when markets fall after his decisions.

Zervos' optimistic outlook on U.S. risk market assets, such as the stock market, aligns well with the administration's narrative. He admits to this on his Jefferies departure note. Numbers can be attached to this optimism. In a recent market situation report, Zervos predicted that once the Iran conflict ends, the price of oil could drop to $60, investors could anticipate Fed rate cuts, and the S&P 500 index could surge above 9,000 points in 2027 or 2028.

This forecast is not crazy; Goldman Sachs' best-case scenario for Wall Street in 2028 projects 10,000 points. However, it also leaves room for a drop to 6,000, depending on Iran. Perhaps Zervos should consult with the Secretary of Defense to make his optimistic vision a reality.