The market finished the week of December 1-5, 2025, modestly higher, driven by favorable inflation data, particularly the tame PCE report, which boosted hopes for a Federal Reserve rate cut,. Cooling labor and manufacturing reports supported the expectation of Fed easing, while high-profile M&A news saw Netflix acquire Warner Bros. Discovery in an $83 billion deal,. Investors are now focused on the upcoming FOMC meeting, where a 25 basis point reduction in the policy rate is highly anticipated.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

The U.S. stock market staged a strong relief rally during the shortened Thanksgiving week (November 24–28, 2025), with all major indices, including the Nasdaq, achieving significant gains. This surge was fueled by delayed economic data that indicated slowing growth and easing inflation, dramatically increasing the market's expectation for a December Federal Reserve rate cut. The resulting drop in Treasury yields benefited technology and growth stocks, as the market now anticipates Chair Powell’s speech for confirmation of this dovish sentiment.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.

The U.S. stock market faced a sharp correction, ending its multi-week winning streak due to acute tech volatility. We unpack the dramatic week, driven by Nvidia’s massive earnings beat that still couldn't stop the "risk-off" shift. Major indices tumbled as the AI rally was questioned. We also analyze the delayed Jobs Report and the subsequent decline in 10-year Treasury yields. Finally, learn how late-week comments from the New York Fed about a potential December rate cut sparked a relief rally, and what backlogged economic data—like PCE and Retail Sales—investors must focus on during the shortened Thanksgiving week.

We hope you enjoyed this episode of the Greedy Potamus podcast.  Nothing discussed in this episode should be considered financial advice.  Please consult with your financial advisor before making any investment decisions.