Stocks Trade Higher as Market Leadership Broadens Monthly Market Summary Economic Activity Remains Solid Despite Weak Sentiment Economic data continues to highlight a widening gap between how people feel and how the economy is performing. Measures of real activity, such as retail sales and industrial production, indicate the economy ended 2025 with solid momentum. In…

Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The Market’s Tug-of-War with the Federal Reserve The stock market was volatile in November as the Federal Reserve managed investor expectations for a December rate cut. The volatility started after the Fed’s late-October meeting, when Chair Powell…