Black Swan PartyTue December 17, 2024Catalysts and Seasonal Tailwinds This DecemberThe speed of price movement, especially around critical events like earnings reports and Federal Reserve meetings, often dictates market outcomes. Recent examples include Broadcom’s explosive AI-driven growth post-earnings, contrasting with Adobe’s guidance stumble. As earnings season winds down, macroeconomic and geopolitical factors come into focus, with a likely Federal Reserve rate cut already priced into markets.