Monday, December 8, 2025

The Rocky Road to Year-End Gains

Total Wealth

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Monday Takeaways: Markets Drift Higher Into Fed's Make-or-Break Meeting

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Shah Gilani

Shah Gilani
Chief Investment Strategist

This week's Fed meeting isn't as straightforward as markets think...

Yes, the Fed has already cut twice this year - in September and October. And yes, markets are drifting higher in anticipation of cut number three. But the real story is what's happening beneath the surface.

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Here's what you need to watch...

  • FOMC consensus is splintering
  • Labor market softening accelerating
  • Markets positioned for year-end rally but vulnerable
  • Tech giants loading up on debt

The takeaway from third quarter earnings was clear: margins excellent, numbers strong. But can tech maintain profitability as capital expenditures explode?

I'll explain what the Fed is likely to do on Wednesday, what "wishy-washy" markets mean for your positioning, and why Powell's Q&A could matter more than the rate decision itself.

Click here or on the image below to find out if this is your year-end rally or a sell-the-news moment.

Cheers,

Shah

Video - Monday Takeaways
 
WATCH THE VIDEO
(WITH TRANSCRIPT)

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