Episode
What The US Equity Market Has Been Thankful For
- Podcast
- RBC's Markets in Motion
- Published
- Dec 8, 2025
- Duration seconds
- 466
- Processing state
not_requested- Canonical source
- https://www.rbccm.com/en/insights/markets-in-motion.page
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Summary
The big things you need to know: First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates. Second, a few signals from our year-ahead outlook analysis have shifted over the past week. Third, there have been a few interesting twists and turns in positioning since Thanksgiving week in terms of sectors and factors.