RealClearMarkets Week of December 1, 2025 Archives

RealClearMarkets Research Reports

Monday, December 1

Catching Up on Data Releases Delayed By Shutdown

Richard Moody Regions Bank

How Much Does AI Rhyme With Shale

Jeff Currie Carlyle

Dollar Depreciation Could Deepen Before Rebound

Morgan Stanley Morgan Stanley

Tuesday, December 2

AI Adoption Rates Starting to Flatten Out

Torsten Sløk Apollo Academy

Risk Assets Poised for Gains in 2026

Morgan Stanley Morgan Stanley

What You Need To Know For the Week Ahead

Brett Ryan Deutsche Bank Group

Wednesday, December 3

How Many People Can the Gov't Lose Before It Crashes?

Elaine Kamarck Brookings

Reducing Food Insecurity Among Children in the U.S.

Lisa A. Gennetian EconoFact

Another Big Up Year With a Sharp Drawdown

Jeff Buchbinder LPL Financial Research

Thoughts From The Road: Europe

Henry H. McVey KKR

Thursday, December 4

Gold: Bugs, Bears and Myths

Campbell Harvey Man Institute

Government Policy News & Stock Market Volatility

Elisabetta Basilico Alpha Architect

Middle Class Struggles with Affordability

Hannah Stephens & Andre Perry Brookings

Friday, December 5

America is Flying Blind on Immigration

Joseph Politano Apricitas Economics

Significant Fiscal Boost Coming in 2026

Torsten Sløk Apollo Academy

There's Always Mispricing Left On the Table

Seamus Sullivan Smead Capital Mgmt.