aheadaugustawaitawaitingbackcautioncautiousdatadecemberearningsecbequityexchangesfacefebruaryfedfollowinggeopoliticsglobalglobeinflationjanuaryjobslabourmacromarchmarketmarketsnovembernowoctoberpositioningpositiveprofitprudentquarterlyratesrisestillstocktakingtalkstariffstensionstradetrumpuncertaintyusvolatilitywaitingweakweeklyyields