What's driving the market rally over past few days - rate cuts or strong earnings?
Romaine Bostick
Jason Pride
It's about rate cuts but also people looking ahead to 2026 with surge in economic activity from fiscal stimulus and lower rates
Are you seeing evidence of portfolio broadening beyond Mag7 stocks?
Romaine Bostick
Jason Pride
Street commentary coming around to view of more robust broadening economic cycle with midcap and small cap participation
How much do small caps depend on Fed rate cuts?
Katie Greifeld
Jason Pride
Fed rate cuts part of story but small caps also benefit from tax cuts and infrastructure spending
Will small caps flip positions with large caps in 2026 or just catch up?
Katie Greifeld
Jason Pride
More about small caps catching up in 2026 as they reassert historical outperformance trend