While investors continue to debate whether the U.S. Federal Reserve will keep interest rates elevated for longer, market strategist Ed Yardeni from Yardeni Research believes monetary policy is no longer the biggest force driving equities. Instead, corporate earnings, geopolitical stability, and an evolving artificial intelligence trade are shaping market direction.
Speaking to ET Now, Yardeni said investors have largely adjusted to the prospect of higher interest rates and are increasingly focusing on broader market fundamentals.
