Markets Choppy as Inflation and Rates Drive Uncertainty; Small-Caps Offer Upside Potential
- Markets fluctuating on hot inflation prints and rate cut outlook changes
- Earnings growth needs to come through this season to drive market growth
- Choppy trading and aimless markets due to uncertainty around Fed policy path
- Small-cap stocks have potential upside compared to large caps
- Valuations for small-caps look attractive relative to large caps