Three forces that defined 2025

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Three forces that defined 2025

Seeking Alpha

26 December 2025

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop. Episode transcripts seekingalpha.com/wsb. Show links:  Top Stocks 2026 Jack Bowman-Bowman Capital Management Investment News Quiz - Friday, Dec. 26 Tariffs: Latest news and analysis Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.