Is the Black Swan shadow approaching? This week is dubbed the "Super Data Week" for the global financial markets, with three key variables setting the tone for the year's end:

1. After the Fed's "hawkish rate cut," disagreements have intensified, with officials issuing frequent signals of policy tightening, significantly raising the bar for further rate cuts;

2. The release of the US November non-farm payrolls and CPI data is highly anticipated, with the former expected to show weak job growth and the latter's persistent inflation making the rate cut path into 2026 directly affected;

3. Japan's first interest rate hike in 30 years is imminent, with market expectations now exceeding 80%, and the December 19 FOMC meeting could trigger a global liquidity restructuring.
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