Weekly Market Commentary - Dec. 1, 2025
As 2025 draws to a close, investor confidence is rebounding. A sharp dip in consumer confidence and modest retail sales have heightened expectations for a December Fed rate cut. The S&P 500 jumped 3.7% in a week, reflecting renewed optimism fueled by stable inflation data and strong earnings from AI and tech firms. Despite economic uncertainties, small- and mid-cap growth stocks surged ahead, with technology and financials driving over half of projected S&P 500 earnings growth for 2026. This environment may create opportunities for tactical equity strategies focused on innovation-led sectors.



