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12-12-2025: AI Under Pressure, Fed Cut Sparks Rotation + Small Cap Highs

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12-19-2025: Santa Rally Looms, Fed Cut Sets Tone, Energy Falters

Market Storylines • 7m 9s

Eric Criscuolo, NYSE Market Strategist, recaps a week shaped by year-end dynamics and shifting trends. The Fed’s rate cut and $40B T-Bill program eased liquidity concerns but didn’t spark broad gains. Consumer Discretionary led while Energy slid, and small caps lagged after last week’s surge. With holiday seasonality, triple witching, and key data ahead, markets enter the final stretch of 2025.

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