Talking Markets ‘Equities edition’ with Melda Mergen (Columbia Threadneedle) & David Lefkowitz (UBS CIO)
UBS On-Air: Market Moves
Analysis of Equity Capital, Manufacturing Sentiment, and Interest Rates for Small Caps
Analyzing the rise in equity capital in the Russell 2000, the chapter explores the improving sentiment in manufacturing, particularly in small caps. It predicts a potential increase in manufacturing activity and highlights the positive impact of decreasing interest rates on small cap stocks.
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