HomeMarketsFed WatchGibbs: Small Cap Earnings Can Grow 2x SPX in 2026

Gibbs: Small Cap Earnings Can Grow 2x SPX in 2026

Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500. Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.”

The Watch List

05 Oct 2025

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