Wishing everyone a good week, I won't be able to publish today due to it being the last day of the holiday, but I wanted to share a few brief thoughts about the market.

This week, there isn't a significant flow of data that will create extreme volatility in the markets. The most important development we should all focus on will be the US CPI data to be announced on Wednesday. A low inflation reading could justify Trump a bit more in front of Powell and continue the pressure for interest rate cuts on the Fed. This would naturally be a positive development for risky assets, acting almost like a fuel effect.

Another important topic will be the tariff negotiations between the US and China. This time the subject is rare earth elements. The US wants China to expedite the export of these elements and magnets because they are critical for defense, technology, and battery production. China, on the other hand, announced over the weekend that it has approved some export licenses; this means they are currently showing goodwill, but the tension is still there. If positive news comes from this topic, it could reflect positively on technology stocks, and consequently on Nasdaq and S&P500 as well. It’s worth keeping an eye on.

On the Bitcoin side, maintaining a position above $107,000 is crucial. If this region is preserved, we could see a move towards the $108,000 - $110,000 range. It would be quite normal to see some profit-taking at those levels.

Once again, I wish everyone a happy holiday and a wonderful week.