Goldman Sachs: Once the Fed starts cutting interest rates, this sector of the stock market will perform well.
Goldman Sachs analyst said that historically, mid-cap stocks typically have stronger growth rates than large-cap and small-cap stocks in the year following a rate cut.
First call signal since 2009! "Wall Street Math Wizard" predicts: small-cap stocks can continue to rise.
Tom Lee stated that after the call signal appears, the small cap stock's rising trend will continue; The Dallas Manufacturing Survey showed a huge gap between current and future expectations.
Tech stocks are down: unexpected opportunities brought by market rotation.
Despite the heavy impact on the technology sector, small cap stocks have experienced a strong rebound, with the e-mini russell 2000 index rising 12% this month.
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.
The sharp rise of the Japanese yen and the sharp decline of technology stocks: Is there a connection in all of this?
An interesting phenomenon is that the sharp rise of the Japanese yen and the crash of technology stocks both originated from the same day: July 11th. since then, the market cap of the 'Seven Giants' has evaporated nearly a market cap of Amazon, and the US dollar against the Japanese yen has plummeted nearly 800 points!
How long can the US stock market's “great rotation” last? It may depend on these three factors!
Three major factors, including the Fed's interest rate cuts, may shake the advantage of small stocks.