Tyler Herriage Sees Inflation "Much Lower," Tech Dips Getting Bought, $6,000 Gold

Tyler Herriage struck an aggressively bullish tone on markets, arguing that the Iran-related de-escalation should push oil, the U.S. dollar, and Treasury yields lower, while boosting stocks. He expects inflation to fall materially, the 10-year yield to drop below 4%, and at least one Fed rate cut by year-end. He also reiterated a very bullish gold view, targeting $6,000 by year-end and expecting gold miners to outperform as margins expand. On tech, he said pullbacks in semiconductors and AI names are being bought quickly, highlighting Nvidia as a top pick. He also likes small caps, homebuilders, and leverage ETFs tied to the space, and framed the setup as supportive for a broader bull market continuing through 2030.