Weekly Market Commentary 12-15-2025 New!

“Policy Tailwinds & AI to Power Stocks in 2026”
See what we have to say about the following:

 

 

 

• Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026:
  Stocks are expected to rise in 2026, supported by AI enthusiasm and easier monetary policy, though gains may be more modest due to high valuations.

 

• Supportive Monetary Policy Cycle:
  Historical data shows that Fed rate cuts near market highs, especially outside recessions, have typically led to strong S&P 500performance.

 

• Massive AI Capex Cycle Still Gaining Steam:
  Major technology companies are projected to significantly increase AI-related capital expenditures, driving economic growth and S&P 500earnings.

 

• STAAC Commentary and Asset Allocation Insights:
  STAAC maintains a neutral stance on equities, favors large caps and growth, and advises investors to be prepared for volatility but to buy market dips.