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Small-Cap Market Outlook
Reaffirming our 2555 downside call
John C. Galvin
June 16, 2026
Ebbing liquidity stalling rally
May 19, 2026
Insights
Sector & Factor Shifts Underway QTD
April 16, 2026
SOFR Spread Increases Likelihood for Greater Fed Action
October 24, 2025