Invest wisely and turn uncertainty into opportunity, whether the Christmas rally arrives wrapped in holiday colours or not, writes Martin Pelletier. Photo by Spencer Platt/Getty Images/Postmedia files

Can you believe it’s December already? As we head into the last few weeks of 2025 there’s a compelling setup for risk assets taking shape: a potential United States Federal Reserve rate cut paired with Japan’s newly approved fiscal stimulus . Together, they could supercharge the yen carry trade and inject enough global liquidity to fuel a Santa Claus rally capping what would be the third consecutive year of stock market gains since the 2022 post-COVID correction.

Fed‑funds futures and prediction markets have now swung decisively in favour of a Fed 25‑basis‑point cut , with o

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