Came out to get some sun, here are a few important data points for this month!



First is the Fed rate cut (high probability of being bullish, and the market has already priced some of it in).
Second, before Christmas, the Fed's new personnel nomination is most likely Hassett (also bullish, especially friendly for 2026).
Third is Japan's rate hike on the 18th-20th.

The first two are bullish, but the third could be the big downward spike in the market this month.
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