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U.S. Reshoring and Nearshoring: A Sustainable Economic Tailwind
Market Sight|Lines
Investors are increasingly worried about market levels and the possibility of an artificial intelligence (AI) “bubble.” Despite the worries, however, during earnings calls and elsewhere, executives are highlighting a powerful, long-term positive theme: making more in America. What began as a reaction to pandemic-era disruptions has evolved into a structural reindustrialization cycle that will shape U.S. investment, employment, and infrastructure in the decades ahead.
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Potomac Perspective
Washington Policy Strategy
Congress is out of session ahead of the holiday, so the policy calendar is relatively light this week. The Federal Deposit Insurance Corporation’s Board of Directors, however, is scheduled to meet this week and is scheduled to propose a change in bank capital rules, which we think is positive for banks under $10 billion in assets. The Board is also scheduled to finalize changes to the Enhanced Supplementary Leverage Ratio and Total Loss-Absorbing Capacity requirements.
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Composition of 2025 Federal Reserve and Perspective Views on Rates
Economic Insight
Given an earlier downgrade in the Fed’s assessment of economic conditions, coupled with at least some evidence of a further cooling in the labor market, the Fed firmly positioned itself for a second-round rate reduction in October.
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Stifel Bits
A breezy, lighthearted approach to our insights
75 feet, 11 tons: The size of this year’s Rockefeller Center Christmas Tree, a Norway spruce from East Greenbush, New York, that will be lit on December 3.
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Weekly Market Perspectives
For the week ending November 21, 2025
U.S. equities declined despite robust earnings and growing expectations for rate cuts. The S&P 500 remains on pace for its fourth straight quarter of double-digit earnings growth and the strongest revenue gains in three years.
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