Why Small Caps Are Outperforming in May 2026

What this episode covers

The Russell 2000 has surged 3.6% over the past five days while the S&P 500 gained just 1.2%. Lucas and Luna drill into what's driving this rotation: falling long-term yields, a stabilizing labor market, and the end of mega-cap tech dominance. They discuss why small caps historically lead after rate-cut pauses, how the 10-year Treasury yield dropping below 4.5% is fueling the move, and whether this rally has legs. Plus, they connect the dots to consumer sentiment hitting a record low and what that means for the broader economy. A focused look at the regime change happening under the surface of May's market. #Russell2000 #SmallCaps #RateCuts #BondYields #StockMarket #EconomicData #LaborMarket #ConsumerSentiment #FedPolicy #Rotation #TreasuryYields #May2026 #Macro #Economics #InvestmentStrategy #FexingoBusiness #BusinessPodcast #TuesdayMacro Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data?

This episode is 7 minutes long.

When was this Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data episode published?

This episode was published on May 28, 2026.

What is this episode about?

The Russell 2000 has surged 3.6% over the past five days while the S&P 500 gained just 1.2%. Lucas and Luna drill into what's driving this rotation: falling long-term yields, a stabilizing labor market, and the end of mega-cap tech dominance. They...

Can I download this Macro Tuesdays with Fexingo: Weekly Economic News, Policy, and Market-Moving Data episode?

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