The publication of lower-than-expected US inflation in October removed investors’ last mental barriers to take more risks. All indices soared yesterday and there’s now even speculation about how many Fed rate cuts will happen next year. Some new elements strengthened this theory today. The blue-sky scenario is now likely to happen, just in time for the famous Christmas rally.

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Investors were eagerly awaiting the CPI data to assess whether their ideal scenario that there will be no more Fed rate hikes would come to fruition. The data was even better than they (and economists) expected.

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Investors are betting that the Fed will no longer raise rates, but it's a more reasoned bet than it might seem: they're betting on the big all-rounders, even if they're obviously also attracted by the more speculative cases.

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While investors were already cheering the end of rate hikes, Jerome Powell brought them back to reality in a hawkish speech yesterday. However, this didn't have much impact on indices...

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To pivot or not to pivot? That’s the question as the Fed head is due to speak again later today. His speech will be closely watched by his investors, who were disappointed by his silence on the monetary policy in another speech yesterday. Apart from that, it's a flurry of corporate results today, as is the case every Thursday during earnings season.

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Wall Street is taking a little time to breathe after a bullish week buoyed by hopes of the end of the Fed’s monetary tightening cycle. In the meantime, earnings reports continue to flow, WeWork filed for bankruptcy and Chinese statistics continued to disappoint.

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Equity markets were in the green yesterday but opened slightly down this morning, ahead of a flurry of corporate results, central bank decisions and macroeconomic statistics, all set against the backdrop of a powder keg in the Middle East. 

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Shares have lost ground across the board on fears that the US central bank will maintain its restrictive monetary policy and that the Middle East conflict will spread. In the coming days, a number of key rate decisions and a flurry of corporate results will keep trading sessions lively. The spotlight is on Wednesday with two major events.

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US futures were in the green after data on personal income and inflation came more or less in line with expectations. While everything seems to be going well for the American economy, corporate results for Q3 seem to be telling a different story...

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Today's trading session is all about corporate results, the ECB's rate decision, and a set of economic data, including the first estimate of US Q3 GDP. 

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