Hopes for an economic soft landing resurfaced after last week’s better-than-expected retail sales, consumer inflation, and producer price data helped ease concerns about an economic slowdown that had been triggered by weak employment figures earlier in the month. The positive data has strengthened the case for investors to reengage in successful strategies from this year, ranging from investing in Big Tech stocks to a more recent focus on small- and mid-cap names that gained momentum in July.
Notably, Roth MKM’s Chief Market Technician JC O’Hara recently highlighted a list of small-cap value stocks that appear particularly bullish, especially under a scenario where the broader economic narrative “shifts back to soft landing.”
