What’s in Style?

(1) Is it SMidCap’s turn to outperform? (2) Fed’s third rate cut this year along with yield curve reversal have consequences. (3) Smaller firms’ profit margins may be getting squeezed more than larger ones by tight labor market. (4) Margins higher for large companies than small ones. (5) Growth vs Value: Another perspective. (6) Go Global isn’t rising to the occasion so far. (7) Germany hasn’t bottomed yet. (8) OECD leading indicators bottoming, but not recovering. (9) China’s exports and imports stalled at record highs. (10) Forward revenues still moving forward in many places.