Russell 2000 soared nearly 6% yesterday! With the "Trump trade" and rate cut cycle, are small cap stocks expected to continue rising?

Vincent Juvyns, Global Market Strategist at JPMorgan Asset Management, stated that the tax reduction measures in Trump's plan may benefit a wide range of industries and companies more focused on the U.S. domestic market; while the fiscal measures in Trump's plan may boost the performance of small and medium-sized companies that have underperformed in recent years.

Futu NewsNov 7 18:37

Trump's trade is once again sweeping the market, what is different from 2016 this time?

The market expects that Trump is very likely to win the presidential election next week, just like he did eight years ago.

Zhitong FinanceOct 29 16:59

The smaller the plate, the more fierce the rise? Rate cuts plus a soft landing, the Russell 2000 has risen for six consecutive days and may become the 'big winner'!

After the Federal Reserve announced a 50 basis point rate cut, the three major US stock indexes all straight up but ended with losses; the small cap representative e-mini Russell 2000 index also straight up, with greater elasticity, and ultimately closed flat; 'aggressive rate cuts' meets 'strong economy/soft landing', small caps are considered to benefit more from loose mmf policies.

Futu NewsSep 19 16:12

EXCLUSIVE: Are Small-Cap Stocks Ready For A Rebound? Leveraged ETF Data Signals A Bullish Trend, Says Expert

BenzingaSep 2 23:13

Proposed Stricter Nasdaq Delisting Process Could Put Spotlight On Direxion Small Cap Bull And Bear 3X ETFs

BenzingaAug 10 02:34

Viewpoint: Can the upward trend of the cni mid-small cap.index in US stocks continue?

Since May 2024, the e-mini russell 2000 index has shown strong consistency with the Fed's expected interest rate cuts. Therefore, during the trend change phase of the Fed's policy interest rate, the correlation between US mid-small cap stocks and rate cuts expectations will gradually increase.

國君海外宏觀研究Jul 29 17:16