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Looking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!4. Consumption is also moving.1. The overall situation

1. The overall situationLooking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!After the Federal Reserve cut interest rates all the way, we have more and more room to move. I expect that the RRR cut and interest rate cut will follow in 2025, further stimulating the economy and the stock market. Both at home and abroad are loose, and the market will be flooded with money. The bull market in 2025 is obvious!

In November, the CPI of the United States rose by 2.7% year-on-year and 0.3% quarter-on-quarter, which was in line with expectations. After the news was released, the market generally felt that the Fed might cut interest rates by 25 basis points in December, and the situation became clearer.5: The brokerage sector is rising, Internet finance is rising, and the good play is still behind!Consumer stocks were a little strong in early trading, which was mainly due to the early deduction of favorable expectations, because this time consumption was put in the first place, even ahead of technology, which showed that it was real, not just talk.