What The US Equity Market Has Been Thankful For

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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What The US Equity Market Has Been Thankful For is an episode from RBC's Markets in Motion by RBC Capital Markets.

This episode is 07:46 long.

This episode was published on Dec 8, 2025.

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