#82: Manufacturing Slumps, Services Hold Strong: December Market Insight cover art

#82: Manufacturing Slumps, Services Hold Strong: December Market Insight

#82: Manufacturing Slumps, Services Hold Strong: December Market Insight

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 Interested in how economic data may influence your financial plan? https://hubs.li/Q03X_VHN0 In this episode of Blue Chip NOW!, Daniel Dusina, CFA and the team unpack what has been a surprisingly eventful start to December across the equity and fixed-income markets. The discussion kicks off with the early-month sell-off in technology and crypto assets—largely sentiment-driven—before shifting into the rapid rebound fueled by optimism around artificial intelligence and expectations of a Federal Reserve rate cut. The team explains how anticipation rather than hard data has been the main driver of equity strength and why that dynamic can cut both ways. The conversation then turns to the broader economic picture, highlighting conflicting signals from manufacturing and services data. Manufacturing has now been in contraction for nine consecutive months, while services remain firmly in expansion territory. The hosts break down how these divergences could affect hiring, corporate investment, consumer spending, and ultimately market behavior. They also explore the recent steepening of the Treasury yield curve, persistent inflation concerns, and how rate decisions may ripple across stocks and bonds as the Fed prepares for its December meeting. "The slump did not stick. You had a bit of a reversal after the very early innings of December." – Daniel Dusina Disclaimer: Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company's board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Links: Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/ Schedule an Intro Call: https://www.bluechippartners.com/schedule-a-call/ Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: https://www.bluechippartners.com/blue-chip-now/ Blog: https://www.bluechippartners.com/blog/ In the News: https://www.bluechippartners.com/in-the-news/ Financial Services: Investment Management: https://www.bluechippartners.com/financial-services/investment-management/ Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ Estate Planning: https://www.bluechipestateplanning.com Career Opportunities: https://www.bluechippartners.com/about/career-opportunities/ Timestamps 00:00 – Introduction 01:18 – Early December Market Volatility in Tech & Crypto 03:28 – AI Optimism & Equity Market Rebound 04:43 – Manufacturing Sector Weakness (PMI) 07:55 – Services Sector Strength (PMI) 09:36 – How Economic Data Influences Markets & Rate Expectations 11:05 – The Federal Reserve's December Meeting & Rate Cut Debate 13:17 – Treasury Yields and Bond Market Movements 16:28 – Sector Shifts Within the U.S. Economy 18:05 – 2025 Market Takeaways & Final Thoughts
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