U.S. Economy Shows Mixed Signals Ahead of Likely Fed Cut

Published on December 9, 2025

This week’s data presented a mixed picture of the U.S. economy as investors look ahead to the Federal Reserve (Fed) meeting next week.

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AOR Update: Is AI a Clear and Present Danger?

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lthough AI is often blamed for labor weakness, the data suggests other dynamics are at play, as job creation is slowing most in industries with low AI adoption. Given the strong outlook for corporate earnings and policy support, the authors maintain a positive view, advising investors to "buy the dip."

Fed Set For Hawkish Cut As Labor Data Baffle

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The first full week of the holiday shopping season confirmed what I was looking for: consumers are still spending, and they are not being spooked by tariffs or headlines. Black Friday sales were solid, and the weekend into Cyber Monday largely matched expectations.