Once CPI prints on Thursday and it is in line or cooler than expected
Then there is very little in the way of the market running for the next few weeks at the very least.
All important catalysts will be out of the way.
The market has, by all accounts, handled the storm very well since the 10th of October drop
Meaning something substantial will be needed to change its trajectory right now…and for me that is looking like the next Earnings Season
And as long as Trump doesn’t cause any more wild flash crashes.
Once CPI prints on Thursday and it is in line or cooler than expected
Then there is very little in the way of the market running for the next few weeks at the very least.
All important catalysts will be out of the way.
The market has, by all accounts, handled the storm very…
— The Long Investor (@TheLongInvest) December 15, 2025
Private credit is quietly rebounding fast now.
A sign that liquidity/credit is improving pic.twitter.com/08dbbpxfnH
— Andreas Steno Larsen (@AndreasSteno) December 15, 2025
This is the most important chart you'll see today.
It shows the U.S. Equity Risk Premium (ERP), more specifically:
S&P 500 earnings yield minus the 10-year Treasury yield.
In simple terms, it answers one critical question: 👇 pic.twitter.com/W55jSfmmrT
— Dividendology (@dividendology) December 15, 2025