Wall Street Strategists Say Rising Rates Won’t Derail US Stocks

This is a notable consensus signal: three major houses converging on the view that earnings strength can offset rate pressure suggests the market's macro framing has shifted from rate sensitivity toward growth durability. The read-through matters most for rate-exposed equities and for crypto and other long-duration risk assets, which typically trade off the same real-rate backdrop. The open question is whether that earnings resilience holds if the Fed's path proves more aggressive than what strategists assume is already priced in.