#82: Manufacturing Slumps, Services Hold Strong: December Market Insight
Release Date: 12/12/2025
#82: Manufacturing Slumps, Services Hold Strong: December Market Insight
Blue Chip FM
Interested in how economic data may influence your financial plan? https://hubs.li/Q03X_VHN0 In this episode of Blue Chip NOW!, Daniel Dusina, CFA and the team unpack what has been a surprisingly eventful start to December across the equity and fixed-income markets. The discussion kicks off with the early-month sell-off in technology and crypto assets—largely sentiment-driven—before shifting into the rapid rebound fueled by optimism around artificial intelligence and expectations of a Federal Reserve rate cut. The team explains how anticipation rather than hard data has been the main...
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Blue Chip FM
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Blue Chip FM
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Blue Chip FM
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Blue Chip FM
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Blue Chip FM
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Blue Chip FM
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Blue Chip FM
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Blue Chip FM
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Blue Chip FM
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info_outlineInterested in how economic data may influence your financial plan? https://hubs.li/Q03X_VHN0
In this episode of Blue Chip NOW!, Daniel Dusina, CFA and the team unpack what has been a surprisingly eventful start to December across the equity and fixed-income markets. The discussion kicks off with the early-month sell-off in technology and crypto assets—largely sentiment-driven—before shifting into the rapid rebound fueled by optimism around artificial intelligence and expectations of a Federal Reserve rate cut. The team explains how anticipation rather than hard data has been the main driver of equity strength and why that dynamic can cut both ways.
The conversation then turns to the broader economic picture, highlighting conflicting signals from manufacturing and services data. Manufacturing has now been in contraction for nine consecutive months, while services remain firmly in expansion territory. The hosts break down how these divergences could affect hiring, corporate investment, consumer spending, and ultimately market behavior. They also explore the recent steepening of the Treasury yield curve, persistent inflation concerns, and how rate decisions may ripple across stocks and bonds as the Fed prepares for its December meeting.
“The slump did not stick. You had a bit of a reversal after the very early innings of December.” – Daniel Dusina
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Links:
Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/
Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/
Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/
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Timestamps
00:00 – Introduction
01:18 – Early December Market Volatility in Tech & Crypto
03:28 – AI Optimism & Equity Market Rebound
04:43 – Manufacturing Sector Weakness (PMI)
07:55 – Services Sector Strength (PMI)
09:36 – How Economic Data Influences Markets & Rate Expectations
11:05 – The Federal Reserve’s December Meeting & Rate Cut Debate
13:17 – Treasury Yields and Bond Market Movements
16:28 – Sector Shifts Within the U.S. Economy
18:05 – 2025 Market Takeaways & Final Thoughts