# What The US Equity Market Has Been Thankful For

Page: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/what-the-us-equity-market-has-been-thankful-for
Text version: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/what-the-us-equity-market-has-been-thankful-for.md
Podcast: [RBC's Markets in Motion](https://stenobird.com/podcast/rbc-s-markets-in-motion-617578)
Published: 2025-12-08T11:00:00+00:00
Episode link: https://www.rbccm.com/en/insights/markets-in-motion.page
Audio file: https://episodes.captivate.fm/episode/5e4223ff-8472-4ad3-9052-471af6298b29.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/what-the-us-equity-market-has-been-thankful-for
Duration seconds: 466

## Resource

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.

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## Transcript

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