Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway - part 2/2
December 17, 2025 • 6m 1s
Lale Akoner (Global Market Analyst)
00:00.970
i
i
think
the
market
is
pricing
that
in
the
fact
that
you
know
it
will
likely
be
felt
in
in
the
first
few
quarters
of
twenty
twenty
six
as
you
know
the
market
is
forward
looking
but
the
reason
why
i
picked
rotation
as
my
as
my
word
of
the
day
is
the
fact
that
again
consumer
Lale Akoner (Global Market Analyst)
00:18.090
stocks
particularly
is
pricing
a
a
major
boost
to
the
consumer
sector
again
a
hundred
and
fifty
billion
in
the
form
of
tax
refunds
coming
into
the
picture
in
february
twenty
twenty
six
so
that
will
boost
the
the
more
consumer
sensitive
sectors
it
could
be
home
builders
it
could
Lale Akoner (Global Market Analyst)
00:37.460
be
banks
as
we
talked
about
and
discretionary
in
general
is
is
having
a
boost
so
i
would
say
both
macro
which
will
be
felt
later
but
markets
it's
what
we're
seeing
at
the
moment
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