Moving From Cuts to Caution: Fed Enters 2026 in Wait-and-See Mode

Published on December 12, 2025

The Federal Reserve delivered a widely expected 25-basis-point (bp) rate cut in December, then signaled a more data-dependent path ahead. Barring an economic shock, we probably won’t see another rate cut until the second half of next year.

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Checking In On Value

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Value seems to be having a moment — over the last six weeks value style and value factor indexes (a subtle but real nuance, as we will show) are outperforming representative broad market and a representative growth style index.

Space ETF Surges as SpaceX IPO Buzz Builds

December 12, 2025
With Elon Musk’s SpaceX eyeing an initial public offering that could value the company at over $1 trillion, investors looking for exposure to the space industry can turn to a space ETF that has already delivered outsized returns in 2025.