Positive economic data and easing credit conditions have been catalysts for small-cap stock outperformance in the past, said the Fundstrat co-founder.
Japanese shares climbed on Monday, boosted by a weaker yen, but other Asian markets struggled after Fed officials on Friday suggested rates could rise soon.
Eugen Weinberg, head of commodity research at Commerzbank, discusses whether or not there will be action by OPEC to cap oil production.
This month's moderate rebound in the oil price is likely to cool next year, according to analysts at Bank of America Merrill Lynch.
Asia markets traded mixed on Friday, after most local markets remained near-unchanged this week ahead of a speech by the Fed chair.
Julian Emanuel, UBS Securities U.S. Equity and Derivatives Strategy Executive Director, explains what he sees as the one thing that could cap current market gains.
Asian stocks were mixed Thursday, with traders on the sidelines ahead of Janet Yellen's Friday speech, as Chinese markets fell on liquidity concerns.
Apple is the largest company by market cap today, soaring over 100 percent since CEO Tim Cook took over. But questions remain about Apple's future as sales decline and innovation lags peers like Facebook. Bernstein senior analyst Toni Sacconaghi weighs in on Cook's term at Apple.
Markets in Asia finished mixed on Wednesday, despite Wall Street's gains overnight, as traders remained in a wait-and-see mode ahead of Jackson Hole.
For investors who want to bet on the U.S. consumer-led recovery can focus on small or mid-cap stocks without overseas exposure, says Fiduciary Trust's Peter Andersen.