Industrials Stocks Outlook: XLI Near Highs as Year-End Rotation, Fed Minutes, and Defense Headlines Set the Tone for Monday
NEW YORK, Dec. 28, 2025, 1:22 p.m. ET — Market Closed Industrials stocks are heading into the final three trading sessions of 2025 with a rare mix of forces pulling at the sector at once: a year-end “rotation” narrative that’s shifting attention beyond mega-cap tech, a key week for rate expectations as investors brace for Federal Reserve minutes, and fresh geopolitical headlines that are directly relevant to aerospace-and-defense names. With U.S. equities closed Sunday, the big question for industrials investors isn’t what’s happening right now on the NYSE floor—it’s what could matter most when regular trading resumes Monday, Dec. 29:
