US Stock Market Outlook, December 1–5, 2025: PCE Inflation, AI Earnings and Fed Rate‑Cut Bets
After a blockbuster Thanksgiving rally, the US stock market heads into the first full week of December with major indices hovering near record highs and the S&P 500 up more than 16% year‑to‑date.Reuters+2Seeking Alpha+2 Yet behind the cheerful holiday headlines, investors face a strange mix of delayed government data, a looming Federal Reserve decision, and a wave of high‑profile AI and retail earnings that could jolt sentiment before year‑end. Below is a detailed, SEO‑friendly guide to the key US stock market events for December 1–5, 2025 — economic reports, Fed dynamics, earnings, and what they could mean for Wall Street.