HomeMarketsU.S. Economy & JobsCyclical, Risk-On Rally Led by Small Caps

Cyclical, Risk-On Rally Led by Small Caps

Tony Welch points to the Russell 2000 and small-cap stocks as the obvious winner in the wake of a Donald Trump election victory. With interest rates rising, Tony says the Fed will still cut 25bps in its November meeting and believes the U.S. central bank is still relatively tight from a policy perspective.

Futures

06 Nov 2024

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