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December, 8 2025 at 9:00 a.m. EST
Good morning,
Most major US indices closed ended the first week of December modestly higher. Markets consolidated the prior week’s gains ahead of a couple major catalysts this week on the two most prominent topics in the market, the Fed and AI. To start the week news flow and the economic calendar are pretty light, but futures are pushing modestly higher. There are a couple of notable headlines this morning: IBM announced it would buy Confluent, a data infrastructure platform company, for $11B. JPM CEO Jamie Dimon said the US consumer remains resilient and has a new Special Advisor as Todd Combs will be leaving Berkshire Hathaway to be the Head of Strategic Investment Group at the company.
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