Good news has arrived. The recently announced core PCE for the US in September is 2.8, lower than last month's 2.9.

This shows a slowdown in inflationary pressure, and this figure is set for the Fed's interest rate cut next Wednesday, which is finally a done deal.

Next, we will see if Powell will adopt a hawkish stance at the interest rate meeting. Regardless, there will definitely be applause worldwide.

The decline in inflation is a positive for all assets, with no exceptions.

Another piece of good news is that in December, the University of Michigan consumer confidence index is at 53.3, marking the first increase in five months. This is a turnaround for consumer confidence, which has been continuously declining since the tariffs.

Moreover, the driver for this turnaround is also very crucial, coinciding with the end of the year and Christmas. This wave of Christmas market is guaranteed, and the market sentiment is bullish.