Season 7 · Episode 25
Small Caps’ Good Day, US Election Policy Read Throughs
RBC's Markets in Motion · RBC Capital Markets
September 16, 20246m 49s
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Show Notes
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.