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Daily Market Commentary

December 23, 2025

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December 23, 2025

Bonds & Stocks
The latest batch of economic data did little to encourage wagers the Federal Reserve will keep cutting rates in the near term, with bond yields rising and stocks wavering. The dollar trimmed its decline. A report showing the US economy expanded at the fastest pace in two years left traders betting the Fed will pause its easing cycle in January.

Economy
The US economy expanded in the third quarter at the fastest pace in two years, bolstered by resilient consumer and business spending and calmer trade policies. Inflation-adjusted gross domestic product, which measures the value of goods and services produced in the US, increased at a 4.3% annualized pace, a Bureau of Economic Analysis report showed Tuesday.

World
Brazil’s and Mexico’s inflation slowed earlier this month as central bankers in both nations cautiously gauge how much room they have for interest rate cuts in 2026. Official data released Tuesday showed Brazil’s consumer prices rose 4.41% in early December from a year prior, down from 4.50% previously. Mexico’s prices increased 3.72% in the first two weeks of the month compared to the same period in 2024, below the 3.99% print registered in late November.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.