FactSet Evening Market Recap Daily recap of what happened in the financial markets Author: Factset StreetAccount U.S. Evening Market Recap is FactSet's daily podcast aiming to capture the most material market moving news. With a target time of 5 minutes, this is an ideal listen for those looking to stay connected to the most important themes driving the U.S. economy & corporations. Be a guest on this podcast Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

Listen Now...

Weekly market recap - Friday, 12-Dec
Friday, 12 December, 2025

US equities were mixed this week. The Nasdaq was the worst performing major average, while the S&P ended the week slightly lower despite capping off a fresh record close on Thursday. The big market story was the cyclical rotation that gained further traction at the expense of the momentum and AI trades. The rotation was tabbed to factors including the less hawkish FOMC takeaways, a looming 2026 fiscal impulse with OBBA, taxes, and deprecation expense tailwinds, as well as some company-specific updates around the AI trade.

We also recommend:

Neo-Fight.tv - The Technology Show for the not-so-geeky.
Ben Freedman & Heather Driscoll

Buckeye Forum
Gannett

Mountain Top Removal - Coal, Mining, Appalachian, Mountaintop, Water and Forest Destruction Issues
Various Authors

Nights with Denis Walter
3AW

The Hot Box
Mat Lee

Jearlyn Steele
Audacy

LeftRightandCorrect.com with Dan Belforti & Friends
Dan Belforti

Trying to Explain Politics
Professor Knowsome

NWO3
NWO3

The Critical Thinker
The Marc Medley Show

The City That Breeds
The City That Breeds

Background Briefing with Ian Masters
Ian Masters