Weekly Market Commentary 12-1-2025

 “Corporate America Cleared a High Bar This Earnings Season”
See what we have to say about the following:

 

 

 

• Midterm Elections and Market Volatility:

The 2026 midterm elections are expected to heighten market volatility, with historical trends showing significant S&P 500 drawdowns before post-election rebounds.

• Resurgent M&A Activity and Alternative Investments:

Merger and acquisition activity is accelerating, creating opportunities for alternative investments as shown in the “M&A Activity is Gaining Momentum” chart.

• Dollar Dynamics, Commodities, and Crypto:

The U.S. dollar’s long-term uptrend, commodity catalysts, and the mainstreaming of cryptocurrencies are key themes, highlighted by the “Dollar Bulls Hold the Line” chart.

• STAAC Commentary and Asset Allocation:

STAAC maintains a neutral stance on equities and core bonds, favoring growth, large caps, and communication services, while advising investors to brace for volatility but stay focused on fundamentals.