In this issue:
- Small-cap value stocks are sizzling this year
- Commodities appear to be in a new bull market
- Warehouse REITs ride the post-pandemic recovery wave
Daily Archives: March 10, 2021
Small-Cap Value Is 2021’s Top-Performing US Equity Factor
Small-cap value is back. This slice of US equity factor risk is leading the wide-ranging field of US equity risk factors by a wide margin so far in 2021, based on a set of ETF returns through Mar. 9.
Macro Briefing: 10 March 2021
* House on track to pass $1.9 trillion pandemic relief bill today
* US stimulus/relief bill expected to boost world economy
* State tax revenues roughly flat in 2020 vs. previous year
* Alaska is first state to offer vaccines to anyone 16 or older
* US preparing to take ‘a mix of actions’ in response to the cyberattack from Russia
* Demand for hedge funds is rising, Credit Suisse survey finds
* China’s producer prices rose at fastest pace in over two years
* US small business optimism still under 47-year average in February:
