Ed Yardeni Says 'Look for Laggards' in Financials, Energy

The video discusses recent market trends, focusing on the rise of mega cap stocks following a banking crisis. It highlights the shift in investor focus from financials and energy to mega caps due to their stability. The speaker reflects on past market predictions and provides an optimistic outlook for future growth, emphasizing potential in lagging sectors like financials, energy, and industrials. The booming construction and infrastructure sectors are also noted as promising investment areas.

What are the potential laggards in the market according to the speaker?

What trends are observed in the non-residential construction sector in the United States?