Russell 2000 outperforms S&P 500 for first time since 2021, driven by sector rotation, lower valuations, and shifting interest rate expectations.

Persistent volatility in interest rate expectations is pushing major companies to delay billions in equipment, infrastructure, and expansion projects.

The Federal Reserve's decision to maintain the federal funds rate at 4.25%-4.50% has direct implications for business lending, commercial real estate, and growth strategy. We break down what matters.

As 10-year yields climb past 4%, business owners face higher costs for expansion financing and must reassess capital allocation strategies.

Latest CPI data shows persistent price pressures, complicating the Fed's path to loosening monetary policy as markets await clarity on 2025 rate decisions.