Peakfolio Team
Dec 1, 2025
Between November 24 and December 1, U.S. equity markets carried their late-November momentum into December, with improving sentiment and falling rate pressure supporting continued gains across major indexes.
Stocks advanced early in the period as investors leaned into the seasonal strength often associated with year-end trading. Technology and growth stocks once again led the move, benefiting from easing Treasury yields and confidence that inflation continues to trend in the right direction. With earnings season behind them, market participants focused more heavily on macro data and positioning ahead of the final month of the year.
As the week progressed, gains moderated but remained intact, reflecting a market that is increasingly comfortable with the current economic backdrop. Major indexes finished higher, reinforcing the view that the recent rebound has evolved into a broader, more durable rally. Entering December, investor attention shifted toward Federal Reserve commentary and upcoming inflation reports, with optimism building that supportive conditions could persist into year-end.
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