Market chaos has been the theme over the last few weeks, driven by a dip in the Consumer Price Index (CPI), and a likely rate cut coming in September. Also notable is the new focus on small-cap investments. But with the high levels of debt associated with these stocks, is the diversification and increased profitability of small-cap companies worth rearranging your portfolio? Hunter and Judson discuss the latest CPI numbers, a possible broader rotation in the market and the outlook on interest rates.

LINKS

BLS June CPI Release

cainwatters.com

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