Viewpoint: Multiple macro and regulatory events in early 2026 may become key catalysts for the market

Wintermute's head of OTC trading, Jake O, posted, "It's hard to imagine too much volatility in the market this week, as most institutional trading desks will remain on the sidelines until January 1. Once the new year begins, traders will re-enter with a 'clean slate' and focus on a series of catalysts.

The start of 2026 will bring:

• Announcement of the Federal Reserve Chair nominee (expected)
• Supreme Court ruling on tariff issues (expected)
• The Clarity Act entering the revision/review stage (expected)
• Update on the Supplementary Leverage Ratio (SLR) regulatory requirements
• Decision on whether to include MSCI crypto-related stock indices (15th)
• FOMC interest rate meeting (28th)
• Deadline for U.S. government funding expiration (30th)

All of this occurs after the end of tax-loss selling (narrative), large-scale options expirations, and the accumulation of short positions."