Fed commentary, Rent the Runway earnings: What to Watch

Josh Lipton · Host

December 12, 2025

In this video:

RENT

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Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, December 12, including commentary from three presidents of Federal Reserve regional banks and earnings results from Rent the Runway (RENT).

To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Video Transcript

00:04 Speaker A

Time now for What to Watch, Friday, December 12th. Going to start off on the Federal Reserve.

00:08 Speaker A

A new, a few Fed officials making the rounds tomorrow including Fed Presidents Anna Paulson, Beth Hammock, and Austin Goolsby.

00:14 Speaker A

This is coming after the Fed had cut interest rates by 25 basis points at December’s FOMC meeting on Wednesday.

00:20 Speaker A

Markets didn’t seem to mind the hawkish cut with stocks posting solid gains on the trading day.

00:25 Speaker A

Fed Chair Jerome Powell was mostly upbeat about economic growth in his post-decision presser.

00:30 Speaker A

Investors will be listening closely to all the new commentary for any clues about the Fed’s monetary path forward as we enter the new year.

00:38 Speaker A

Taking a look at earnings as well. We’re going to be getting more insight into the retail sector on Friday with a Rent the Runway, the company announcing results for the third quarter before the market’s open.

00:46 Speaker A

Analysts expecting sales to pick up in Q3, driven by a price increase in August, more subscribers joining over the quarter, and solid demand for work and going out clothes.

00:54 Speaker A

The earnings report giving us another glimpse at the health of the consumer.

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