We're heading into the final Fed decision week of 2025. Market consensus is leaning toward a 25 basis point rate cut - which could shake things up across risk assets.

Interesting timing too. Some funds that nailed their calls since 2020 are reportedly sitting on gains north of 370%. Makes you wonder how institutional money is positioning right now.

Rate cuts usually mean more liquidity flowing into markets. But with inflation data still messy and the job market cooling off, this one feels less straightforward than previous cycles.