When the CPI in November was lower than expected at 2.7 percent for headlines and 2.6 percent for core, Trump immediately praised himself as if he had been waiting for it to be below 3 percent. There are also great doubts about the latest figures. This is because there was no October price survey due to the U.S. government shutdown, and the Thanksgiving Day in November distorted prices. Anyway, the low CPI figure revived the spark for a rate cut and the U.S. index rose after falling for four days. It would be reasonable to assume that yesterday’s rise was not due to the CPI figure, but to the revival of AI stocks due to Micron’s excellent performance.

Today is the day of simultaneous expiration of U.S. futures options. I think the fluctuations will be huge. In addition, there is the BOJ’s interest rate announcement, which draws everyone’s attention. It seems that there will be an increase and I am more curious about the future. I am not actively trading, so I am only looking at the news and market trends. One of the news that came out yesterday is Trump’s words to reclassify cannabis. People who have been to the U.S., especially New York, say in unison that they will go crazy because of the smell of cannabis when they walk on the streets of New York. The idea of cannabis reclassification means that we will further mitigate cannabis, but we will have to smell Amsterdam in every downtown in the United States in the future.

It’s Friday and this week is almost the last year-end party, so I’m sure everyone has a lot of plans. I’m having trouble because I was unintentionally asked to write about the economic impact of the Coupang crisis and the possibility of sanctions. I was going to play because it’s the end of the year, but I’m not sure about the Coupang-related post, but I’m not even a reporter, so I’m frustrated. Anyway, I’ll read the newspaper articles and ask ChatGPT and Gemini to write them well. Still, it’s the weekend and Friday, so TGIF…