LanlanCC
12-03

The two major events in the global financial market this month are if the US cuts interest rates and Japan raises interest rates, it will narrow the interest rate spread between the US dollar and the Japanese yen. Will it trigger a similar wave of yen Cary Trade liquidation in August last year?

V-Shaped Market Rebound: Is December Effect Kicking In?
Yesterday, the market opened lower but staged a strong V-shaped rebound. Although Broadcom fell after earnings, the results beat expectations across the board, easing the AI panic triggered by Oracle. Now that rate cuts have landed and earnings remain solid, could the Santa Rally begin next week? Are you bullish on a continued rebound — or still leaning bearish?
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