Episode Details
Back to Episodes
Why the Fed Is Watching the Small-Cap Rally Right Now
Season 2
Episode 53
Published 3 weeks, 5 days ago
Description
The small-cap index is up 3.1% in the past five days, and the Fed is paying close attention. In this episode, Lucas and Luna break down why the rally in the Russell 2000 matters for monetary policy—especially when the ten-year yield is falling and energy-driven wholesale inflation is running hot. They walk through the historical signal in small-cap leadership, what it says about credit conditions and recession odds, and why this week's move might be more about rate-cut hopes than genuine economic strength. Lucas also shares a behind-the-scenes look at how Fexingo stays ad-free. A focused, data-driven conversation for anyone trying to read the Fed's next move off the market's small-print signals.