U.S. Small Caps Will Struggle From Here, Says Columbia Threadneedle’s Janvier

The video discusses the muted reaction of equity markets to Powell's words, highlighting the role of central banks in market control and the impact of trade uncertainty on earnings expectations. It analyzes the underperformance of small caps amid geopolitical risks and emphasizes the importance of the US economy for small companies, noting a slowdown but not a recession.

What are the current concerns that equity investors are grappling with?

How has the Federal Reserve's policy impacted the equity markets?

What is the outlook for small caps amid increasing geopolitical risk?

What factors could lead to small caps rallying in the future?

What evidence suggests that the economy is slowing, and what does it imply for future growth?