Weekly Insight | December 17, 2025
Markets Pullback as AI Themes Lead to the Downside Key Takeaways Technology shares face pressure. Sector rotation picks up steam. Oil
Markets Pullback as AI Themes Lead to the Downside Key Takeaways Technology shares face pressure. Sector rotation picks up steam. Oil
The FOMC Lowers Interest Rates, Signals Pause Key Takeaways Technology shares rise for 13 straight days. The Fed cuts the federal funds
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
Mixed Economic Signals: ISM Services Improve, Manufacturing Contracts, and Black Friday Surprises Key Takeaways ISM Services improved
Equities Rally Amid Rotation Trade Key Takeaways Equities bounce back sharply The Fed guides to a cut in December Economic data remains
The Economic Data Spigot Reopens Key Takeaways Data releases will impact further rate reductions Inflation stability Equities move lower
Equity Markets – Tech Falls While Broad Market Gains Key Takeaways Third quarter earnings results very strong A.I. buildout continues its
Welcome to Five in Five, a monthly publication from the Investment Team at BTC Capital Management. Each month we share graphs around five
In Support of Market Sentiment Key Takeaways Corporate profitability remains resilient. Equity markets take a pause. Macro-news from
Equities Rally as CPI Comes in Better Than Expected Key Takeaways FOMC lowers the Federal Funds by a quarter point. CPI comes in better
Dealing with a Data Deficit Key Takeaways Impact of government shutdown likely to be small on the economy. Fed likely to make a rate cut