This week will set the tone for risk assets.

Monday: Markets digest Trump’s call for a 10% cap on credit card interest rates — a direct challenge to banks, consumer lending, and profit margins. This has immediate implications for financials and broader risk sentiment.

Tuesday: December CPI inflation takes center stage — still the most critical input for rate expectations. Alongside it, October New Home Sales will shape the growth and housing outlook.

Wednesday: November PPI inflation provides insight into upstream price pressures and what may come next for consumer inflation.

Additionally, a U.S. Supreme Court ruling on tariffs looms — a major volatility catalyst last year across equities, bonds, and crypto.

This is a week where sentiment can shift fast.

Inflation, policy, and liquidity converge — expect decisive moves, not sideways action.#usa #FEDTALKS #USTradeDeficitShrink