Small caps are outperforming broader market indices because they are expecting Fed to cut rates sooner.

by

by DesmondMilesDan

BIS today came out with a new narrative. It’s the EMs that will suffer most from debt rollover. And then Bofa came up with a research piece that shows SPX500 debt maturing in manageable term but no Russell. Meaning if rate cuts do happen russell and EMs will benefit the most atleast in the short term.

Uh-oh! It looks like you're using an ad blocker.

Our website relies on ads and the generous support of readers like you to keep delivering free, high-quality content. Right now, we are facing serious funding challenges and we need your help more than ever. Disable your ad blocker and this message will vanish. You can also sign up for a membership to enjoy an ad-free experience while supporting our work: https://citizenwatchreport.com/plans/subscriptions/ Your support helps us stay independent, continue our work, and keep content free for everyone. We truly appreciate your understanding and thank you for standing with us.