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Market Moment
Glen Eagle®: America’s Women-Owned Trading Desk®
12/1/2025
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Dividends have contributed 34% of total market returns since 1940, and during major downturns since 1975, dividend-paying stocks have fallen only about –14.4% on average versus –28.2% for the S&P 500. *1
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Gen Z earns 50% more at age 25 than boomers did and has 39% higher net worth after adjusting for inflation, yet faces severe housing shortages, with 58.6% rent-burdened in 2022 and far higher tuition costs than previous generations. 2
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Households earning $250K+ own 68% of U.S. equities, despite being only 9% of all American households. People who earn less than $100K a year own just 10.3% of the stock market but make up two-thirds of all US households. 3
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AI is set to influence $263 billion in global holiday sales ($51B in the U.S.), with 57% of AI users turning to it for gift ideas. Generative-AI retail traffic is up 1,300% YoY (and 1,200% in October), making AI a major driver of product discovery. 4
- Barrons - "Behold Nvidia’s Penny Dividend. Is It Telling Us Something?”
- Vox - "Is Gen Z ‘utterly screwed’?"
- WSJ - "Why Jewelry Is Outperforming the Rest of the Luxury World"
- WSJ - "AI Is Remaking Shopping. These Companies Are the Leaders."
*Past performance is not indicative of future performance
Economic Calendar
Monday:
S&P final U.S. manufacturing PMI (Nov), ISM manufacturing (Nov), Fed Chair Jerome Powell speaks
Tuesday:
Fed Vice Chair for Supervision Michelle Bowman testifies, Auto sales (Nov)
Wednesday:
ADP employment (Nov), Import price index (delayed report) (Sep), Import price index minus fuel (Sep), S&P final U.S. services PMI (Nov), ISM services (Nov)
Thursday:
Initial jobless claims (Nov), Fed Vice Chair for Supervision Michelle Bowman speaks
Friday:
Personal income (delayed report) (Sep), Personal spending (delayed report) (Sep), PCE index (delayed report) (Sep), PCE (year-over-year), Core PCE index (delayed report) (Sep), Core PCE (year-over-year), Consumer sentiment (prelim) (Dec), Consumer credit (Oct)
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US Markets*
S&P 6,830.08 -0.28%
DOW 47,658.19 -0.12%
NASDAQ 23,254.99
-0.47%
World Markets*
FTSE 9,723.92
+0.04%
NIKKEI 49,303.28 -1.89%
HANG SENG 26,033.26 +0.67%
*values as of 10 EST 12/1/2025
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Treasuries*
2 YR 3.530%
10YR 4.085%
30 YR 4.739%
Cryptocurrencies*
BTC-USD
86,191.45
-5.75%
ETH.CM
2,820.73
-7.03%
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Currencies*
Euro $1.3254
Pound $1.3085
Yen $157.0290
Commodities*
Gold 4,263.10
+0.19%
WTI Crude 59.47
+1.57%
Silver 57.89
+1.27%
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Upcoming Earnings Calls
Monday - CRDO, MDB, HAFN, LU, VSTS
Tuesday - BHP, CRWD, BNS, MRVL, PSTG
Wednesday - CRM, RY, SNOW, JBS, DLTR
Thursday - TD, BMO, CM, KR, HPE
Friday - VSCO, KNOP, USBC, TRX, FGMC
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Client Focused Trading® for large institutions, pensions, hedge funds, wealthy families, and private equity for over 30 years.
Glen Eagle Wealth, LLC is a member FINRA and SIPC
This desk commentary is for informational purposes only
Carol Ann Fernandez
Rob Michel
Grier Vacek
Glen Eagle Wealth, LLC
4422C Route 27
PO Box 399
Kingston, NJ 08528
(609) 631-8231
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