Rotation Opportunities Beyond Mega-Caps

Ed Yardeni, Yardeni Research, joined Bloomberg's Tom Keene and Paul Sweeney to discuss “extraordinary” first-quarter earnings results as he boosts his year-end target for the S&P 500 to 8,250. He discusses the role of the consumer in driving economic resilience and says he’s “not getting freaked out” by the current level of bond yields.

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