The rotation into small-cap stocks will be short lived: Capital Economics:
"We are not convinced" of a rotation from large-cap stocks to small-cap stocks ...
markets.businessinsider.com/news/stocks/small-cap-rally-rotation-stock-market-short-lived-large-caps-2024-7
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Capital Economics doubts lasting rotation into small capsJohn Higgins says the Russell 2000’s surge after June US CPI data is probably short-lived.
Key FactsJul 17, 2024 · Reading time: ~45 sec.
Summary created with AI assistance · Source: markets.businessinsider.com
Summary created with AI assistance · Source: markets.businessinsider.com
- John Higgins says rotation would require selling large-cap stocks, whose prices remain only a few percentage points below records.
- He cited Wednesday’s mega-cap technology decline following former President Donald Trump’s comments and Biden administration deliberations over semiconductor restrictions.
- Higgins questions the rate-cut argument, noting that large caps outperformed during Fed cuts in the mid-1990s, 2009, and 2019.
- Fundstrat’s Tom Lee, by contrast, sees a possible small-cap rally of up to 40% over about ten weeks.
We are not convinced of a rotation from large-cap stocks to small-cap stocks.— John Higgins, Capital Economics' chief market economist, in a note on Wednesday
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