Market Outlook: Why 2026 may favour utilities, industrials and small caps

5 December 2025 – View the original article here: Click Here A rotation into undervalued and interest-sensitive sectors may shape market performance in 2026 as utilities, industrials and real estate benefit from cooling inflation, expected rate cuts and surging demand tied to AI-related infrastructure. At the same time, small- and mid-cap companies may regain momentum as the breadth of the …

Brett Ewing Quoted in MarketWatch, April 14, 2021

Dow snaps 2-day losing streak as economy shows growth in early spring, but tech stocks slip Meanwhile, Federal Reserve Chairman Jerome Powell on Wednesday suggested the Fed would follow the same playbook it developed in 2013 and 2014 once it decides to reverse its asset-purchase program, meaning a tapering of asset purchases would come “well before” any interest-rate increase, during …

Brett Ewing on Reuters: Trading at Noon, February 23, 2021

Trading at Noon: Rising Yields Weigh on the Markets Skip to the 3:15 mark to hear Brett on Reuters Trading at Noon from Monday, February 22nd where he discusses why he won’t be surprised by a 5-10% market correction, why he is paying attention to inflation and what he believes will happen with the economy in the second half of …

New US tariffs would create ‘major volatility’ in markets