Next week might be the "most information-packed week" of the year, with three main threads worthy of attention.
First, regarding The Fed. Everyone knows there won't be a rate cut this time, so what really needs to be heard is how Powell projects things through 2026—if the easing path is more aggressive than expected, the global liquidity tap could open earlier, which would be a long-term positive sentiment for risk assets.
Next, on the domestic front. November's industrial and consumption data will be released consecutively, serving as a short-term economic thermometer; after that, the year-en

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