Ed Yardeni says investors are looking past the Middle East war and trading on fundamentals, effectively treating the conflict as temporarily contained. The commentary suggests a modest shift toward risk-on positioning and away from geopolitics as the main market driver. No specific price, policy, or earnings data was cited.
Ed Yardeni says investors are looking past the Middle East war and trading on fundamentals, effectively treating the conflict as temporarily contained. The commentary suggests a modest shift toward risk-on positioning and away from geopolitics as the main market driver. No specific price, policy, or earnings data was cited.
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