It's possible that we'll see a little excitement in the financial markets this week from inflation data. November's CPI comes out at 8:30 today, November PPI is out on Thursday morning, and the Import Price Index drops on Friday. These will be the last inflation data reports that the Federal Reserve will get before the FOMC meeting on December 18. The current target range is 4.50% to 4.75%, and there is an 86% chance that we get a 25-basis-point interest-rate cut. Expectations for rate cuts have diminished in recent months as inflation remains sticky and the economy keeps chugging along. The CME FedWatch tool is looking for only a couple of cuts in 2025 -- and that's about where the two-year Treasury yield (at 4.1%) is sitting. But we all know how quickly things can change, one way or another. Investors during 2024 knew that Fed easing and interest-rate cuts are always good for the stock market. Now, the economy is doing well and EPS growth should be strong again -- so we don't need as many rate cuts, which is also bullish for stocks. That is why so many market studies are bullish, as