2026-01-12 03:26:40

Entering the first full trading week of 2026, the trend of across-asset gains has become quite evident—Wall Street's risk appetite has clearly warmed up.

Numbers speak the most directly. The S&P 500 rose 1.6% this week, while small-cap stocks in the Russell 2000 surged by 4.6%. The Vanguard S&P 500 ETF (VOO) attracted $10 billion in inflows in just a few days—this scale is simply astronomical for passive funds. Such a strong start to the new year is definitely worth paying attention to.

This wave of market movement is driving a broad rally across cyclical industries, commodities, and even speculative assets. Including Nomura International and other strategists have pointed out that resilient employment, rising freight costs, and strong auto demand are all factors fueling this shift. The most critical change is—investors are moving away from last year's "safe haven" bets and tech giants, and are instead turning to sectors that are riskier but tend to lead the market early in economic recovery. From another perspective, this reflects a quiet improvement in market expectations for economic prospects.

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GateUser-75ee51e7

· 19h ago

The Russell 2000's surge is truly incredible; small-cap stocks have finally turned around. Wait, is this the bottom or a chase for the high? Feels like we're about to get cut again. Last year, the tech stocks were the main focus, and now they must be feeling the heat. It was time for rotation. 100 billion poured in over a week? They must be very optimistic about economic recovery. Small-cap stocks taking off, my holdings are soaring too, haha. Something feels off; the rapid rise makes me more cautious. Cyclical stocks are rebounding, commodities are also rallying—does this mean it's really different this time? With Russell leading the charge and such a fierce start, what will happen next?

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MetaLord420

· 01-12 03:56

Russell 2000 rises 4.6% in a week, are small investors starting to wander again? --- 100 billion inflow into VOO? This pace... feels like someone is bottom-fishing. --- Leaving tech sector concentration and shifting to cyclical stocks? Can this last? Feeling a bit anxious. --- Strong employment resilience, rising freight costs... hmm, doesn't sound so虚啊. --- Funds are shifting, but I still have some doubts about how far this wave can go. --- Small-cap stocks are surging so strongly, the risks are probably倍的吧. --- Starting 2026 so excited, will there be a反噬 in the second half?

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WenMoon

· 01-12 03:55

Russell 2000 up 4.6%, this is the real flow of money, small-cap stocks finally turn around Wait, $10 billion flowing into VOO? Passive funds are starting to stir, this rhythm feels a bit off Moving away from tech concentration to cyclicals? Fine, anyway last year’s all-in on big tech now has everyone regretting it Rising freight costs, job market resilience... I've heard these words for a year. Is this time really different? Or just an illusion Small-cap stocks are rallying now, only then do I believe the bottom has truly been reached. Those previous rebounds were just preludes to harvesting the chives

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Ser_This_Is_A_Casino

· 01-12 03:53

Russell 2000 surges 4.6%, is this really a bet on economic recovery... Wait, shifting from tech stocks to cyclical stocks? It feels like another rotation is coming VOO absorbs hundreds of millions... Passive funds are so excited, what does that indicate It's time for risk appetite to rise again, be careful not to catch a falling knife halfway up the mountain This is the characteristic of a casino, someone always believes the economy will improve

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ZenZKPlayer

· 01-12 03:51

Russell 2000 up 4.6%？ Now tech giants have to tremble Small-cap stocks suddenly take off, feels like big funds are quietly repositioning $10 billion flows into VOO, I really didn't expect this scale Leaving the safety zone to chase risk assets, market sentiment is flipping incredibly fast Wait a minute, is it just optimism because of strong employment resilience? Why do I still feel a bit uneasy

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ShortingEnthusiast

· 01-12 03:47

Russell 2000 up 4.6% in a week? This is the real market trend; the tech sector should have already fallen. Everyone is rushing into cyclical stocks, and I'm just wondering when big tech will get a final blow. Pouring 10 billion into VOO, retail investors are about to get cut again. Economic outlook improving? I think it's just funds looking for new fields to harvest retail investors. Leaving tech to embrace cyclicals—if this rotation reverses, it will be interesting. The rise in small-cap stocks has piled up risks so high that no one seems to care.

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ZkSnarker

· 01-12 03:33

well technically, the real story here is folks finally rotating out of their "safety blanket" trades... took em long enough lol. imagine if this actually sticks and we're not just frontrunning another tech rally in like 3 weeks

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