Investors are slowly coming down from Cloud 9 after the rally sparked Fed confirmed it will start cutting rates next year. Many indices are flirting with or have exceeded their highs this week, which ends with the last clearing session of the year, the triple-witching' day", as financiers generally call it.

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For its final outing of 2023, the US Federal Reserve strengthened market convictions. Investors were surprised by the more dovish-than-expected comments. It will now take a lot to derail the year-end rally. 

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Finally, we’re about to find out the Fed’s last monetary policy decision of the year! A decision that may bring equity markets towards their record highs.

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The December rally is up to a good start. Several equity indices have surpassed their highs, while others are just waiting to do so. In this sea of optimism, the US central bank faces a complex equation: how to maintain confidence, retain power and keep the markets from getting carried away? We'll probably have some answers on Wednesday. In the meantime, investors can speculate on the latest US inflation figures. 

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There are just a few stock market sessions left before the end of year that was a good vintage for Western markets. Investors are eagerly awaiting several central bank decisions this week, before things get a bit calmer in the days leading up to Christmas.

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The monthly US employment report for November was eagerly awaited before the last US monetary policy decision of the year, scheduled for next week. 

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Wall Street indices were up in premarket trading, ahead of Friday’s publication of the eagerly-awaited employment data. I don’t mean to sound like a broken record, but as I already mentioned repeatedly, investors are hooked on bad economic data, which confirms their preferred scenario of looming rate cuts.

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The market is experiencing schadenfreude as more people struggle to find work. The configuration remains unchanged: rate cuts are taken for granted next year in the US and Europe, and more likely in the first part of the year. 

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Stock markets are taking a break at the beginning of December, after their November surge. In times of euphoria on the market such as the one we're currently experiencing, it's essential to take the time to think about what could bring the whole thing crashing down. 

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Gold is on a record high, bitcoin passed a symbolic milestone, indices are close to their peaks... The infamous December rally is up to a good start. Of the twelve months of the year, it is the one most likely to end in positive territory: almost three times out of four over the last 95 years. 

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