Two big things you need to know: First, a few things (besides renewed optimism over a 50 bps cut) went right for Small Caps last week. Second, we highlight our current, top-down US equity market read throughs from the domestic policy platforms of the Harris and Trump campaigns. The longer-term signal their platforms are sending is more interesting to us than the noise around any shorter-term policy related sector trades.
By Lori Calvasina
Published September 17, 2024 | 1 min read
Published September 17, 2024 | 1 min read
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Lori Calvasina
Managing Director & Global Head of Equity Strategy, RBC Capital Markets