Small Caps Are Crushing Large Caps This Quarter

What this episode covers

Lucas and Luna dig into the May 2026 small-cap surge. The Russell 2000 is up 3.6% in five days while the S&P 500 has gained only 1.2%. They examine what's driving the rotation: falling Treasury yields, a resilient consumer, and the Fed's policy pivot. Lucas walks through the numbers, including how the equal-weight S&P 500 has outperformed the cap-weighted index by 2 percentage points since April. They also debate whether this is a durable shift or a tactical squeeze, touching on energy's drag from oil's decline and why bank stocks are lagging. Plus, they tie it back to what this means for portfolio positioning heading into summer. #SmallCaps #Russell2000 #S&P500 #MarketRotation #TreasuryYields #FederalReserve #ConsumerSpending #EconomicData #StockMarket #ValueStocks #GrowthStocks #PortfolioStrategy #InvestmentAnalysis #Business #Finance #FexingoBusiness #BusinessPodcast #May2026 Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses?

This episode is 7 minutes long.

When was this The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses episode published?

This episode was published on May 28, 2026.

What is this episode about?

Lucas and Luna dig into the May 2026 small-cap surge. The Russell 2000 is up 3.6% in five days while the S&P 500 has gained only 1.2%. They examine what's driving the rotation: falling Treasury yields, a resilient consumer, and the Fed's policy...

Can I download this The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses episode?

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