Markets look beyond conflict as investors chase long term growth in technology, says Ed Yardeni

Sentiment hints the worst selloff may already be behind

Global equity markets appear to be shifting from panic to opportunity as investor sentiment suggests the sharpest selloff could be over. With geopolitical tensions continuing, traders are increasingly rotating toward long-term themes—especially technology. Even with oil expected to stay elevated, many investors don’t view energy costs as damaging enough to derail global economic growth.