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Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds
Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds
ratings:
Length:
6 minutes
Released:
Mar 26, 2024
Format:
Podcast episode
Description
Two big things you need to know today: First, our work on the R2000 relative to the S&P 600 (sparked by Small Cap PM concerns about low quality) adds to our belief that the US came close to recession in 2022. Second, CFTC buyside positioning in US equity futures rebounded last week ahead of the Fed, highlighting increased risk of a melt-up in the broader US equity market.
Released:
Mar 26, 2024
Format:
Podcast episode
Titles in the series (100)
Economic Surprises & Lions – Oh My! by RBC's Markets in Motion