Fed Is Pretty Much Done, Says Franklin Templeton's Dudley

The transcript discusses the importance of market breadth and the role of AI in driving market growth. It highlights the Federal Reserve's rate cycle and its impact on market expectations. The discussion also covers how yields can affect equities, with a focus on the fiscal deficit and its implications for the American market.

What does the speaker mean by 'bullish American exceptionalism story'?

How does the speaker view the role of AI in business growth?

What are the three elements of AI mentioned by the speaker?

What is the speaker's perspective on the future of interest rates and their impact on the market?

Why does the speaker believe that the fiscal deficit will not destroy America?