Well, small caps having a big week today excluded with the Russell 2000 outperforming the S&P 500 on hopes that the Fed will cut rates in September. But did today's hot PPI number disrupt that narrative. Joining me now is needed small cap growth fund portfolio manager Chris Rutsler.Chris, what's been holding the small caps back and has it been cleared. Well, certainly small caps have a valuation disconnect with large caps over the past few years. And one of the things that we need to see in small caps is gr ...

Group 1 - Market participants are anticipating interest rate cuts, with expectations rising from zero cuts to 2-3 cuts for 2025, including a potential 50 basis-point cut [1] - Mortgage lenders like Rocket Companies (RKT) have seen a +7.4% increase, while homebuilders Pulte Home (PHM) and Lennar (LEN) are up +5%, indicating strong interest in the new interest rate environment [2] - The Russell 2000 index has increased by +4.3% over the past two sessions, benefiting small banks and insurance companies from lower interest rates [2] Group 2 - Cisco Systems (CSCO) reported fiscal Q4 earnings of 99 cents per share, exceeding the Zacks consensus by 2 cents and showing a +7.6% year-over-year revenue increase to $14.67 billion [3][4] - Cisco's guidance for the current quarter is slightly raised, with the high-end of the Q1 earnings range remaining flat at 99 cents per share, and shares are up +18.7% year to date [4] Group 3 - Upcoming economic indicators include Weekly Jobless Claims expected to remain below 230K and Continuing Claims anticipated to stay under 2 million [5] - The Producer Price Index (PPI) is projected to rise to +0.2% on the headline and +0.3% on the core, which are manageable increases for the market [6]

After a disappointing jobs report, the markets are betting the Fed will cut interest rates in September. So, what does history tell us about rate cuts and how they affect the markets? On this episode of Market Sense, our Fidelity leaders discuss the chances of a rate cut in September and what it could mean for investors. Topics covered: • Federal Reserve • Interest Rate Cuts • Stocks & Bonds 00:00: Market sense introduction 02:02: When will we see tariff impact? 05:03: Rate cut for September? 07:26: What hi ...

Tariff Tantrum: Inflation Fears Appear Overblown Thus FarThe story of 2025 thus far is President Trump’s ‘Liberation Day’ tariffs. Initially, the major US indices, like the Nasdaq Composite, swooned more than 10% in two weeks after the April 2nd tariff announcement. While the announcement was known to most on Wall Street, the magnitude of the tariffs was far more than most investors anticipated. However, instead of implementing the full-blown, sky-high tariffs, President Trump and his trade negotiators inst ...

Group 1: Interest Rate Cuts - Federal Reserve Governor Michelle Bowman is considering three interest rate cuts this year due to concerns about the job market and the U.S. economy [1] - Bowman voted against the Fed's decision to keep interest rates unchanged last month, advocating for a 0.25% cut in the benchmark rate [1] Group 2: Inflation and Tariffs - Bowman indicated that price increases from tariffs are likely to have a one-time effect, suggesting that short-term inflation spikes can be tolerated [2] - San Francisco Fed President Mary Daly noted that while tariffs will push inflation higher in the short term, the effect is not expected to be lasting [5] Group 3: Labor Market Concerns - Bowman expressed skepticism about the accuracy of monthly jobs data, citing declining survey response rates and changes in immigration and business creation patterns [3] - New York Fed President John Williams acknowledged that the job market remains "solid" but is concerned about downward revisions in hiring [5] Group 4: Growth Stocks and ETFs - Growth stocks tend to perform better in a low-rate environment, as lower borrowing costs make them more appealing to investors [6] - A list of top-ranked growth-based exchange-traded funds (ETFs) was provided, including Vanguard Growth ETF (VUG) and Invesco S&P 500 Pure Growth ETF (RPG) [7]

Last time the Fed cut rates, from 5.5% to 4.5%, bitcoin rallied 127% to $123k.100 bps of cuts are expected this year, starting next month.Enjoy the ride 🫡 https://t.co/7ewRbMvKMN ...

Indonesia’s 10-year government bond yield fell to the lowest level since September 2023 due to rising interest-rate cuts expectations, overseas inflows and a soft US dollar https://t.co/IoluNNZoOE ...

We probably are going to see interest rate cuts in the future. I think the the the odds for a rate cut in September are up to 88% and a 50 basis point rate cut maybe they're up to 25% or so. So we think that will resolve positively as well.That's the one uncertainty. And the reason this matters is if people think rates are going to come down, then they're going to wait and see how low they go before they take major actions or make big purchases. So getting back to some kind of equilibrium is going to be imp ...

RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)🇺🇸 $3 TRILLION GOLDMAN SACHS EXPECTS THE FED TO START CUTTING RATES IN SEPTEMBER. ...

The Czech koruna is likely to keep outperforming central European peers as inflation risks point to an end of the central bank’s interest rate cuts, according to ING Bank NV https://t.co/f3eftK5N6U ...