Top Economist Sees Fed Pivot, Resilient Economy Fueling 'Durable' Rotation Into Small-Cap, Value
Bullish
74.5
Investors are looking past headline inflation noise to drive a significant market shift. According to Professor Jeremy Siegel, the current rotation toward small-cap and value stocks is sustainable, supported by underlying economic resilience and the clear trajectory of Federal Reserve policy.
Broadening Market
Professor Siegel observes a notable rotation away from the largest growth names as earnings season begins, suggesting a healthier market advance is underway.
Large-cap growth stocks have recently pulled back roughly 10% to 12% relative to value. Unlike previous reversals driven by fleeting volatility, Siegel asserts that “this one appears more durable”.
Small-cap stocks, in particular, now have real momentum behind them. He argues that small-caps do not require “heroic earnings growt
Broadening Market
Professor Siegel observes a notable rotation away from the largest growth names as earnings season begins, suggesting a healthier market advance is underway.
Large-cap growth stocks have recently pulled back roughly 10% to 12% relative to value. Unlike previous reversals driven by fleeting volatility, Siegel asserts that “this one appears more durable”.
Small-cap stocks, in particular, now have real momentum behind them. He argues that small-caps do not require “heroic earnings growt
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This analysis was generated using Pulse AI, Glideslope's proprietary AI engine designed to interpret market sentiment and economic signals. Results are for informational purposes only and do not constitute financial advice.
