Schwab Network: What’s next for small caps and the Fed?

Summary

  • AI as a Game Changer: Comparing today’s tech surge to the internet boom of the 90s, Scott argued for the importance of staying invested in technology.
  • Retail Resilience: With a strong labor market fueling consumer spending, retailers could post solid earnings this holiday season.
  • Fed’s Next Moves: Scott predicted a pause or skip in rate adjustments by January, highlighting the Fed’s ongoing campaign toward neutrality.
  • Small Cap Challenges: While small caps face near-term struggles, opportunities could emerge with regulatory shifts and a softer rate environment in 2025.

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Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility and its impact on small caps to the transformative role of AI and tech, Scott offered helpful insights for investors.

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