Why Small Caps Are Surging While Inflation Lingers

Episode 14 of Inflation and Your Money with Fexingo. Lucas and Luna explore why small-cap stocks are outperforming the S&P 500 so far in late May 2026, with the Russell 2000 up 6.3% in the past five days while the S&P 500 gained 2.3%. They tie this to sticky core CPI at 335.4, the Fed holding rates at 3.65%, and a surprising shift in investor sentiment toward domestic cyclical companies. The hosts discuss how small caps historically lead in late-cycle recoveries, why higher-for-longer rates might actually help smaller firms, and what the Russell 2000's recent surge means for your portfolio's inflation protection. No jargon, just practical insight. #SmallCaps #Russell2000 #Inflation #CoreCPI #FederalReserve #FedFundsRate #StockMarket #PortfolioDiversification #CyclicalStocks #DomesticInvesting #MarketOutperformance #LateCycle #RateHikes #PurchasingPower #PersonalFinance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo