Hard to imagine fireworks this week - most institutional desks will remain quiet until Jan 1st where traders will start the year with a clean slate with plenty of catalysts to focus on. 2026 opens with:
All this following tax-loss selling (narrative!), large OPEX and short sided positioning.
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Hard to imagine fireworks this week - most institutional desks will remain quiet until Jan 1st where traders will start the year with a clean slate with plenty of catalysts to focus on. 2026 opens with:
- Fed Chair Announcement (Exp)
- Supreme Court Tariff Ruling (Exp)
- Clarity Act Mark-up (Exp)
- SLR requirements updated
- MSCI Crypto Stock Index Decision (15th)
- FOMC Meeting (28th)
- Government funding deadline (30th)
All this following tax-loss selling (narrative!), large OPEX and short sided positioning.