#USA #Investment - Gibbs: Small Cap Earnings Can Double SPX in 2026: Schwab Network

4 October 2025

Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500. 

Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.” 

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