December 2025 Macro Review: Easing Momentum with Steady Signals

Policy Accommodation Bolsters Resilience Amid Tariff Realities

Building on November’s stabilizing soft landing assessment, recent resolutions like the shutdown’s end enable fuller data flows, revealing Q4 strength, stable inflation near 3%, additional Fed easing, and plateaued labor metrics, sharpening our forecast with emphasis on accommodative support countering trade frictions.

Mid-December data affirms a resilie…