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Weekly insights
Market View: Week of Dec. 26, 2025
Although the delayed GDP report may be a bit stale at this stage, it showed solid economic growth largely driven by strong consumer spending, ahead of a projected record year for holiday-season spending.
Dec 26, 2025
Weekly insights
Market View: Week of Dec. 19, 2025
Shutdown-related noise and prior month revisions have led investors to focus on the broader trend of cooling employment and wage moderation, reinforcing the view that the labor market is softening gradually rather than deteriorating abruptly.
Dec 23, 2025
Weekly insights
Market View: Week of Dec. 12, 2025
Preliminary data indicates that consumer spending remains resilient; however, with the latest retail sales report reflecting October activity, a seasonal slowdown may emerge in the interim period between back-to-school purchases and the start of holiday spending.
Dec 12, 2025
Weekly insights
Market View: Week of Dec. 5, 2025
ISM manufacturing and services largely confirmed a trend that was established coming out of the pandemic: consumers continue to spend on services, which has in turn fueled economic growth. However, their lack of aggregate spending on goods has weakened sentiment on the manufacturing side of the economy.
Dec 05, 2025
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