Consumer Confidence
The Great Rebalancing: As Consumer Confidence Falters, Investors Retreat to the Safety of Large-Cap Value
As the curtain closes on 2025, the exuberant "risk-on" sentiment that defined the early years of the artificial intelligence boom has been replaced by a somber, calculated retreat. On this final day of the year, December 31, 2025, financial markets are grappling with a stark reality: the American