November inflation cooled more than expected. What does this mean for investors?

I came across a news article that said CPI unexpectedly cooled in November. Is a weakening labor market the main culprit?
The Consumer Price Index(CPI)rose2.7%annually in November,below estimates at 3.1%. Investors cheered the news as it could encourage the Fed to lower rates. Retailers are seeing consumers trade down to cheaper products.
What does it mean for investors? Going into 2026,investors seem to be hoping for a Goldilocks economy,one where the economy isn’t so weak that it leads to a recession,but isn’t strong enough to keep inflation elevated. Ideally,for the stock market,inflation would continue to cool off,which would help the average consumer and could persuade the Fed to cut rates.
Do you think that argument holds up?What’s your view on it?