EPISODE · May 26, 2026 · 5 MIN
How Small Caps Are Surging While Big Tech Stalls
from Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data · host Fexingo
The Russell 2000 just jumped 6.1% in a week while the S&P 500 lagged at 2.2%. Lucas and Luna drill into what's driving the rotation from mega-cap tech into small-cap value. They unpack the numbers: the two-year Treasury yield dropping 10 basis points, the Fed holding rates steady at 3.64%, and the JOLTS data showing job openings slipping to 6.87 million. The conversation explores whether this is a genuine broadening of the market or just a temporary catch-up trade. They also touch on the consumer sentiment record low and what it means for small-cap earnings. Plus, a brief word on how listener support keeps the show ad-free. #Russell2000 #SmallCaps #MarketRotation #FederalReserve #TreasuryYields #JOLTS #ConsumerSentiment #StockMarket #ValueStocks #GrowthStocks #Economics #Business #Podcast #FexingoBusiness #BusinessPodcast #MacroTuesdays #Investing #MarketData Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
The Russell 2000 just jumped 6.1% in a week while the S&P 500 lagged at 2.2%. Lucas and Luna drill into what's driving the rotation from mega-cap tech into small-cap value. They unpack the numbers: the two-year Treasury yield dropping 10 basis points, the Fed holding rates steady at 3.64%, and the JOLTS data showing job openings slipping to 6.87 million. The conversation explores whether this is a genuine broadening of the market or just a temporary catch-up trade. They also touch on the consumer sentiment record low and what it means for small-cap earnings. Plus, a brief word on how listener support keeps the show ad-free. #Russell2000 #SmallCaps #MarketRotation #FederalReserve #TreasuryYields #JOLTS #ConsumerSentiment #StockMarket #ValueStocks #GrowthStocks #Economics #Business #Podcast #FexingoBusiness #BusinessPodcast #MacroTuesdays #Investing #MarketData Keep every episode free: buymeacoffee.com/fexingo
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How Small Caps Are Surging While Big Tech Stalls
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