The Chase Is on to Year End in Markets: Newedge's Dawson

The video discusses the current market resilience and uptrend, highlighting the influence of seasonality and positioning. It examines the potential challenges in 2025, focusing on stretched positioning, sentiment, and earnings expectations. The discussion shifts to small caps, emphasizing the need for earnings support and the high growth expectations. The video concludes with a focus on the positioning chase, neutrality, and the importance of earnings delivery amidst valuation concerns.

What is the significance of earnings expectations for small caps in the current market?

In what ways are small caps currently valued in the market?