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Looking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!After the Federal Reserve cut interest rates all the way, we have more and more room to move. I expect that the RRR cut and interest rate cut will follow in 2025, further stimulating the economy and the stock market. Both at home and abroad are loose, and the market will be flooded with money. The bull market in 2025 is obvious!In the consumer industry in general, stimulating consumption is definitely one of the key points, because it is impossible to stabilize the stock market and the property market only by releasing water. In addition, consumption is relatively low, so the stock price of the consumer industry lags behind, but it is not a disadvantage, but an advantage!

4. Consumption is also moving.1. The overall situationLooking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!

Looking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!In November, the CPI of the United States rose by 2.7% year-on-year and 0.3% quarter-on-quarter, which was in line with expectations. After the news was released, the market generally felt that the Fed might cut interest rates by 25 basis points in December, and the situation became clearer.Because the space is vast!