I don't believed in the rally

I don't believed in the rally of any kind when FOMC announced the rate cut on 10/12/2025 as this has been factor in. The big one would be the BOJ meeting on 19/12/2025, which will affect the global shift of liquidity, when the carry trade will benefits Japan rather than US. You see, when the interest rate was zero in Japan, a lot of borrowings was made to use the money for purchasing US stocks or treasuries like bonds, but now, the Japanese borrowers will have to sells US stocks and bonds to cover their borrowings when banks started to charge interest and that would affect US repatriation to Japan. This will also affect the US-JPY currencies exchanges as JPY will appreciates against the USD.

V-Shaped Market Rebound: Is December Effect Kicking In?

Yesterday, the market opened lower but staged a strong V-shaped rebound. Although Broadcom fell after earnings, the results beat expectations across the board, easing the AI panic triggered by Oracle. Now that rate cuts have landed and earnings remain solid, could the Santa Rally begin next week? Are you bullish on a continued rebound — or still leaning bearish?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The big one would be the BOJ meeting on 19/12/2025, which will affect the global shift of liquidity, when the carry trade will benefits Japan rather than US. You see, when the interest rate was zero in Japan, a lot of borrowings was made to use the money for purchasing US stocks or treasuries like bonds, but now, the Japanese borrowers will have to sells US stocks and bonds to cover their borrowings when banks started to charge interest and that would affect US repatriation to Japan. This will also affect the US-JPY currencies exchanges as JPY will appreciates against the USD.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>I don't believed in the rally of any kind when FOMC announced the rate cut on 10/12/2025 as this has been factor in. The big one would be the BOJ meeting on 19/12/2025, which will affect the global shift of liquidity, when the carry trade will benefits Japan rather than US. You see, when the interest rate was zero in Japan, a lot of borrowings was made to use the money for purchasing US stocks or treasuries like bonds, but now, the Japanese borrowers will have to sells US stocks and bonds to cover their borrowings when banks started to charge interest and that would affect US repatriation to Japan. This will also affect the US-JPY currencies exchanges as JPY will appreciates against the USD.&nbsp;</p></body></html>","text":"I don't believed in the rally of any kind when FOMC announced the rate cut on 10/12/2025 as this has been factor in. The big one would be the BOJ meeting on 19/12/2025, which will affect the global shift of liquidity, when the carry trade will benefits Japan rather than US. You see, when the interest rate was zero in Japan, a lot of borrowings was made to use the money for purchasing US stocks or treasuries like bonds, but now, the Japanese borrowers will have to sells US stocks and bonds to cover their borrowings when banks started to charge interest and that would affect US repatriation to Japan. 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