For small caps to pick up and resume their outperformance we need to see better trends in the economic data in the second half, which would lead to better earnings growth in the third and fourth quarter, which the Street is expecting. Steven DeSanctis More Quotes by Steven DeSanctis More Quotes From Steven DeSanctis There's definitely a margin issue if costs rise and they can't pass them on to consumers. Steven DeSanctis money It's the escalation of the trade war, the dollar strengthening presents another issue. For companies that do a lot of business outside the U.S., it all adds up. Steven DeSanctis business That's important people do have money in their pocket to spend, if costs are really going to start to escalate, people are going to be far more concerned about their spending patterns. Steven DeSanctis top-news There's definitely a higher probability today that things aren't going to get better in the second half. Steven DeSanctis top-news That is going to take front and center, so I assume volume is going to be heavy in the morning around Brexit and the afternoon volume is going to be really heavy due to reconstitution. Steven DeSanctis technology You’ve got a lot more domestic exposure, you have an economy doing better, that is going to work well. Steven DeSanctis
