U.S. Small Caps Stocks Likely to Remain Behind Large Caps, Even as Economic Concerns Ease Small cap stocks in the U.S. have spent much of the past decade trailing their large-cap peers—and that underperformance looks set to continue, even if concerns about the U.S. economy begin to fade. While there...
Evercore Strategist: June Could Be Prime Time for Small-Cap Stocks Stocks continue to face pressure from lingering trade concerns, but Monday’s rebound showed that investors are still willing to look past the noise. That resilience could carry over into Tuesday—and according to Evercore ISI, it might be small-cap stocks’ time...
Goldman Sachs Holds 6,500 S&P 500 Target Despite Rising Yields Goldman Sachs is maintaining its 12-month S&P 500 target of 6,500, even as bond yields rise. The yield on the 10-year U.S. Treasury has jumped from 4% in late April to 4.43%, fueled by concerns over tariffs, inflation, and increased...
Jim Paulsen Sees More Market Tailwinds Ahead Tariffs and trade tensions continue to shape market sentiment, but despite the noise, the S&P 500 remains just 3.8% below its February 19 closing high. Still, with trade policy grabbing most of the headlines, it’s worth asking: What other forces might drive the...
Retail Investors Have Played the Dip Right — But the Real Test May Still Lie Ahead, Strategist Says A renewed wave of optimism is sweeping through markets, thanks to Nvidia blockbuster earnings and a court challenge to the so-called “Liberation Day” tariffs. According to Ross Mayfield, investment strategist at Baird,...
June Market Myths: Don’t Bet on a Swoon or a Rally Two seasonal stock market clichés tend to resurface each June: the ominous “June swoon” and the optimistic “summer rally.” Neither stands up to scrutiny. Wall Street lore says stocks either fall sharply in June or kick off a strong...
