Moe’s Market Memo – December 5, 2025

3 minutes

Weekly data-driven insights on the markets and economy


Mohammad Abouchleih, MBA, CIMA®
Investment Analyst

Private payrolls fell

The U.S. labor market weakened in November as private employers cut 32,000 jobs, with small businesses losing 120,000 positions, according to a report released by ADP on Wednesday. Larger firms added 90,000 workers, while gains in education and health services were offset by declines in professional services, manufacturing, and information.1

Petrol prices dip

On Tuesday, U.S. gas prices fell below $3 a gallon for the first time since May 2021, according to AAA. The national average now sits at $2.998, driven by lower oil prices and increased global supply. Analysts expect prices could remain low into next year if the Organization of the Petroleum Exporting Countries doesn’t curb production.2

Nvidia bets on Synopsys

On Monday, Nvidia announced a $2 billion investment in Synopsys as part of an expanded partnership to accelerate computing and AI engineering solutions. The collaboration aims to revolutionize design and engineering by leveraging Nvidia’s GPU technology and Synopsys’ knowledge of silicon design. Both companies saw stock gains on Monday following the news.3

Goldman Sachs expands ETF empire

Goldman Sachs announced on Monday that it will acquire Innovator Capital Management, a leading provider of defined-outcome ETFs, for $2 billion. The deal will expand Goldman’s ETF offerings and strengthen its asset management division, with Innovator overseeing $28 billion across 159 ETFs. This move underscores Goldman’s continued focus on asset and wealth management as it pivots away from consumer banking.4

Crypto caution

Cryptocurrency prices plunged on Monday, with bitcoin and Ethereum leading a broad sell-off as investors shifted away from riskier assets. The sell-off, driven by heavy leverage and a $400 million exchange liquidation, also hit other tokens like Solana and Dogecoin. Pressure intensified after China’s central bank warned of illegal crypto activities, weighing on Asia-based digital asset stocks.5

International enrollment eases

New international student enrollment at U.S. colleges dropped 17% this fall, driven by visa restrictions and policy changes. The decline is projected to cost the economy more than $1 billion, as foreign students typically contribute billions in tuition and local spending. Analysts warn that the trend could weaken U.S. competitiveness in attracting global talent and innovation.6


[1] Cox, Jeff. “November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports.” CNBC, 3 December 2025, https://www.cnbc.com/2025/12/03/adp-jobs-report-november-2025-private-payrolls-unexpectedly-fell-by-32000-.html. Accessed 3 December 2025.
[2] Egan, Matt. “Major milestone: US gas prices drop below $3 a gallon for first time since May 2021.” CNN, 2 December 2025, https://www.cnn.com/2025/12/02/business/gas-prices-three-dollars. Accessed 2 December 2025.
[3] Capoot, Ashley. “Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership.” CNBC, 1 December 2025, https://www.cnbc.com/2025/12/01/nvidia-takes-2-billion-stake-in-synopsys.html. Accessed 3 December 2025.
[4] Son, Hugh. “Goldman Sachs acquires ETF firm for $2 billion in latest deal to bolster asset management division.” CNBC, 1 December 2025, https://www.cnbc.com/2025/12/01/goldman-sachs-acquires-innovator-capital-management.html. Accessed 1 December 2025.
[5] Leask, Hugh. “Bitcoin, ethereum fall sharply as crypto sell-off resumes.” CNBC, 1 December 2025, https://www.cnbc.com/2025/12/01/bitcoin-ethereum-fall-sharply-as-crypto-sell-off-resumes-.html. Accessed 1 December 2025.
[6] Dickler, Jessica. “Fewer international students are enrolling at U.S. colleges, which could cost the country $1 billion, reports find.” CNBC, 30 November 2025, https://www.cnbc.com/2025/11/30/international-student-enrollment-decline.html. Accessed 1 December 2025.

This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.

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