--- title: "The CAVU Compass: Cooling Cycles, Rebuilding Foundations" description: "Cooling Cycles, Rebuilding Foundations \nAs 2025 draws to a close, the U.S. economy is entering a more uneven, capital-intensive, and policy-sensitive phase of the expansion. The top-line data still points toward a soft landing, but the underlying distribution reveals an economy moving on several different tracks. Growth has cooled yet remains positive. Consumers are more selective rather than retrenching. Capital spending continues to anchor the cycle, while affordability pressures, trade volatility, and tighter immigration enforcement shape decisions in boardrooms and households alike." image: https://blog.cavusecurities.com/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_01.jpg --- [![CAVU](https://blog.cavusecurities.com/hubfs/raw_assets/public/Cavu_November_2021/images/CAVU-MainLogo.png "CAVU")](https://www.cavusecurities.com/) - Impact - [CAVU in the Community](https://www.cavusecurities.com/impact) - Cash Solutions - [Money Market Funds](https://www.cavusecurities.com/money-market-funds) - [Money Market Portal](https://www.cavusecurities.com/money-market-portal) - [Distribution Services](https://www.cavusecurities.com/distribution-services) - [Capital Markets](https://www.cavusecurities.com/capital-markets) - [Team](https://www.cavusecurities.com/team) - [News & Insights](https://blog.cavusecurities.com/news-insights) - [Contact](https://www.cavusecurities.com/contact) [Back to News & Insights](https://blog.cavusecurities.com/news-insights) # The CAVU Compass: Cooling Cycles, Rebuilding Foundations - December 10, 2025 ![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_01](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_01.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_01.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_02](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_02.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_02.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_03](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_03.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_03.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_04](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_04.jpg?width=1113&height=1440&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_04.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_05](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_05.jpg?width=1113&height=1440&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_05.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_06](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_06.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_06.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_07](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_07.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_07.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_08](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_08.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_08.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_09](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_09.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_09.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_10](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_10.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_10.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_11](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_11.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_11.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_12](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_12.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_12.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_13](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_13.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_13.jpg)![2025-12-08_CAVU Compass -- Cooling Cycles-Recalibrated Policy_Page_14](https://blog.cavusecurities.com/hs-fs/hubfs/2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_14.jpg?width=1870&height=2420&name=2025-12-08_CAVU%20Compass%20--%20Cooling%20Cycles-Recalibrated%20Policy_Page_14.jpg)   - 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