Small Caps Surge While Large Caps Slump What It Signals -...

What this episode covers

On June 25, 2026, the Russell 2000 is up 2.4 percent over five days while the Nasdaq has dropped 2.1 percent. Lucas and Luna unpack what this small-cap outperformance means for the economy, the Fed, and recession odds. They examine the data: job openings jumped to 7.6 million, factory job cuts are near 2008 levels, and the 10-year breakeven is falling. Is the market pricing a soft landing or a rotation into domestic cyclicals? Lucas argues this is a classic late-cycle rotation; Luna pushes back, pointing to the bond market's recession signal. They also discuss what the Fed's next move might be with the funds rate at 3.63 percent and inflation still above target. #SmallCaps #Russell2000 #Nasdaq #MarketRotation #FederalReserve #Inflation #JobOpenings #FactoryLayoffs #RecessionSignal #BondMarket #BreakevenRate #SoftLanding #LateCycle #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics #MacroMemo Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy?

This episode is 6 minutes long.

When was this The Macro Memo with Fexingo: Daily Conversations on Inflation, GDP, and Federal Reserve Policy episode published?

This episode was published on June 25, 2026.

What is this episode about?

On June 25, 2026, the Russell 2000 is up 2.4 percent over five days while the Nasdaq has dropped 2.1 percent. Lucas and Luna unpack what this small-cap outperformance means for the economy, the Fed, and recession odds. They examine the data: job...

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