Peter Cheer

Head of Macro Strategy at Academy Securities who provides macroeconomic and geopolitical analysis including interest-rate outlooks, production-for-security themes and global investment implications.

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Dec 24, 2025 • 30min

Santa Rally Optimism Grows as Stocks Hold Near Record High

Robert Teter, Chief Investment Strategist at Silvercrest Asset Management, discusses the intriguing disconnect between robust GDP growth and a softening labor market, while forecasting a promising outlook for earnings in 2026 driven by AI. Peter Cheer, Head of Macro Strategy at Academy Securities, analyzes macroeconomic conditions and highlights emerging investment opportunities tied to national security. Both guests emphasize the evolving landscape of consumer spending, particularly the shift towards wellness and experiential purchases.

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