7/11/2025 - In some ways, I feel like Rally 2025 officially began
yesterday. This market needs to prove it can move higher
without ten Clydesdales pulling the wagon. Moreover, the
rally needs to be led by cyclicals and reflect consumers’
willingness to spend, which is consistent with solid Gross
Domestic Product (GDP). growth....
Special Report – Small Cap Semis
7/7/2025 By Karina Hernandez, Senior Research AnalystSmall caps semiconductors have been outperforming recently as can be seen in the Russell 2000 Equal Weight Information Technology index and the Russell 2000 Equal Weight Index, excluding information technology. According to Renaissance Macro Research, small cap semiconductors look great as large
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