Markets Rally Through Data Fog as Fed Expectations Drive Sentiment
Executive Summary Markets extended their rally in October, rising for a seventh straight month despite intra-month volatility and uncertainty around a December rate cut. The government shutdown has ended, butEconomic Momentum Builds as Companies Shift Focus to 2026
Lessened concern about consumer spending weakness in December, and optimism about end-of-year economic growth, risks overlooking the intense focus of American business on 2026 profitability. Adjustments to the global tradeRobertson Stephens Weekly Commentary – December 1, 2025
Economists have long cautioned against using consumer sentiment surveys to forecast consumer spending. Statistically, income growth is the overwhelming determinant of consumer expenditures, with a lesser, but significant, contributory roleConsumer Sentiment vs. Spending: A Holiday Season Disconnect
Economists have long cautioned against using consumer sentiment surveys to forecast consumer spending. Statistically, income growth is the overwhelming determinant of consumer expenditures, with a lesser, but significant, contributory roleMarkets Rebound as Fed Signals December Rate Cut
Executive Summary Last week, the equity market staged a broad rebound, recovering a portion of November’s losses. The rally was sparked by commentary from the Federal Reserve suggesting a December