Carlsquare/Vontobel weekly trading note: A shift towards US small-cap stocks
3 september, 09:28
This week, we examine the performance of four major US stock indices, paying particular attention to the small-cap Russell 2000 index. The value of this index has recently increased due to investors' expectations of further interest rate cuts by the Federal Reserve, which could be influenced by the US non-farm payroll figures to be released on Friday, 5 September.
Over the past month, the Russell 2000 small-cap index has been the top performer among the four major US stock indices. The Russell 2000 also performed well following President Trump's re-election in November 2024. At the time, it was expected that Trump's proposed tariffs on imports would reduce competition for American companies that primarily sold their goods within the United States. Investors have returned to this theme, supported by the belief that the Fed will lower its policy rates to stimulate the US economy.
This week's macro agenda is dominated by the release of the US non-farm payroll figures on Friday 5 September. The second most important statistics will be the August service PMI figures from Japan, China, the major eurozone countries, the UK and the US.
Please find out more in our weekly letter on certificates Vontobel.com: Read the weekly newsletter here
Link to the Swedish-translated version
Read more
About Vontobel:
As a globally operating financial expert with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions. Structured Solutions & Treasury bundles different investment solutions for private investors either directly or via ecosystems. Read more
About Carlsquare
Carlsquare is a global research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team has extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. Read more
Attachments
Carlsquare/Vontobel weekly trading note: A shift towards US small-cap stocks
Carlsquare/Vontobel weekly trading note: A shift towards US small-cap stocks
3 september, 09:28
This week, we examine the performance of four major US stock indices, paying particular attention to the small-cap Russell 2000 index. The value of this index has recently increased due to investors' expectations of further interest rate cuts by the Federal Reserve, which could be influenced by the US non-farm payroll figures to be released on Friday, 5 September.
Over the past month, the Russell 2000 small-cap index has been the top performer among the four major US stock indices. The Russell 2000 also performed well following President Trump's re-election in November 2024. At the time, it was expected that Trump's proposed tariffs on imports would reduce competition for American companies that primarily sold their goods within the United States. Investors have returned to this theme, supported by the belief that the Fed will lower its policy rates to stimulate the US economy.
This week's macro agenda is dominated by the release of the US non-farm payroll figures on Friday 5 September. The second most important statistics will be the August service PMI figures from Japan, China, the major eurozone countries, the UK and the US.
Please find out more in our weekly letter on certificates Vontobel.com: Read the weekly newsletter here
Link to the Swedish-translated version
Read more
About Vontobel:
As a globally operating financial expert with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions. Structured Solutions & Treasury bundles different investment solutions for private investors either directly or via ecosystems. Read more
About Carlsquare
Carlsquare is a global research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team has extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. Read more
Attachments
Carlsquare/Vontobel weekly trading note: A shift towards US small-cap stocks
PPM-upphandlingen
Analyser
Guld
.jpg&w=3840&q=75)
Patenttvisten i Neonode
Riksbanken och inflationen
-992x558.webp&w=3840&q=75)
PPM-upphandlingen
Analyser
Guld
Patenttvisten i Neonode
Riksbanken och inflationen
Marknadsöversikt
1 DAG %
Senast
1 mån
-992x558.webp&w=3840&q=75)