Top Economist Sees Fed Pivot, Resilient Economy Fueling 'Durable' Rotation Into Small-Cap, Value - iShares Russell 2000 ETF (ARCA:IWM), Invesco QQQ Trust, Series 1 (NASDAQ:QQQ)
Benzinga·2026-01-21 08:27

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 MarketProfessor 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 ...