Market Commentary | December 1st, 2025
Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity.
Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity.
This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the recent government shutdown.
This week’s economic data offered a multifaceted view of market sentiment as investors weighed inflation risks, interest rate expectations, and energy supply dynamics. With the Federal Reserve maintaining a cautious stance, attention turned to Treasury auctions and oil inventories for signals on how financial and commodity markets are responding to evolving macroeconomic conditions.
Markets absorbed a week of mixed signals, with strength in headline data masking underlying fragility and inflation trends complicating the path forward.
“Tuesday in the Gardens” was a vibrant gathering that brought together clients, partners, and community members for an afternoon of connection and celebration.