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Daily Newsletter 12/12/25
U.S.
Dec 12
•
MacroXX
10
Daily Newsletter 12/11/25
Markets reacted positively to the Fed’s rate cut as expected, though the move was already priced in.
Dec 11
•
MacroXX
12
1
Daily Newsletter 12/10/25
Today is the Fed’s day.
Dec 10
•
MacroXX
5
1
Daily Newsletter 12/09/25
US stock index futures are slightly lower this morning amid caution ahead of the Fed’s policy decision.
Dec 9
•
MacroXX
4
US Bank Regulators Ease Leverage and Lending Rules
Market Implications and Risks
Dec 8
•
MacroXX
18
2
2
PORTFOLIO UPDATE
The primary catalyst for this update is the Federal Reserve’s rate decision scheduled for Wednesday.
Dec 8
•
MacroXX
9
1
Week 49 (December 1 - December 7, 2025)
Last week’s markets were notably influenced by the Federal Reserve officially ending its quantitative tightening program on December 1.
Dec 8
•
MacroXX
6
1
1
Daily Newsletter 12/08/25
Market consensus anticipates a 25 basis point Fed rate cut this week with a hawkish tone, a view we have steadfastly maintained even as broader…
Dec 8
•
MacroXX
7
Daily Newsletter 12/05/25
S&P 500, Nasdaq, and Dow futures are slightly higher this morning, while only the Russell 2000 is down, keeping major indices near record levels ahead…
Dec 5
•
MacroXX
5
Daily Newsletter 12/04/25
US stock index futures are showing little change this morning, maintaining a mostly steady stance.
Dec 4
•
MacroXX
5
1
Daily Newsletter 12/03/25
Gold holds near record levels as a safe-haven asset and dollar hedge, following a brief pullback.
Dec 3
•
MacroXX
10
Daily Newsletter 12/02/25
This morning, U.S.
Dec 2
•
MacroXX
9
1
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