End of Q4-2025 Economic Research
Economic Research
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52m
Markets finished 2025 strong on the surface—but the real story is underneath the indexes. In this End-of-Q4 2025 Economic Research Briefing, Jason Pries breaks down what’s driving performance, where leadership is becoming dangerously concentrated, and why the bond market is sending a very different message than equities.
You’ll get a clear, data-driven read on inflation and wage pressure, labor conditions, consumer health, housing, and the outlook for Fed policy—plus what the Treasury yield curve and corporate yields are signaling about risk in 2026. Most importantly, this briefing translates the numbers into actionable portfolio positioning: where to reduce fragility, where diversification actually matters, and where asymmetric opportunities may be forming as the cycle shifts.
If you manage capital—or advise clients—this is a concise, high-conviction framework to help you navigate 2026 with more clarity and discipline.
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