The consumer discretionary sector is underperforming due to stock concentration in Tesla and Amazon, but smaller companies in the sector are quietly delivering steady gains.
As whispers of impending interest rate cuts grow louder from central banks worldwide, a new wave of optimism is beginning to ripple through the often-overlooked small-cap sector. These nimble, growth-oriented companies, typically more sensitive to the cost of borrowing, have faced significant headwinds in a high-interest rate environment. Now, with
Global financial markets in 2025 are navigating a complex landscape shaped by persistently high, or "sticky," inflation and the increasingly cautious stance of major central banks regarding interest rate adjustments. Despite initial hopes for a swift return to pre-pandemic price stability, inflation, particularly in the services sector and fueled by
Global financial markets are grappling with a significant and evolving challenge: the direct link between increased government spending, particularly in developed economies post-COVID-19, and the relentless upward pressure on long-term government bond yields. This dynamic is fueling intense market fears regarding fiscal deficits and the long-term sustainability of public finances,
