Small caps have seen a revival post-U.S. election, but doubts remain about major fiscal stimulus
From Investing.com: 2024-12-01 05:00:00
Capital Economics strategists noted a broad-based revival of small-cap stocks post-U.S. election, except in consumer discretionary. Small caps underperformed in 2017 after Trump’s win due to delayed fiscal stimulus. They doubt a major fiscal stimulus in 2025, despite Fed policy easing. Small-caps may not outperform large caps until AI bubble bursts.
Read more at Investing.com: Is this push in small caps real? Strategist weighs in By Investing.com
