Insight: Multiple Macroeconomic and Regulatory Events in Early 2026 Could Become Key Market Catalysts

Wintermute OTC Trading Director Jake O posted on December 30 that market volatility is likely to stay muted this week. Most institutional trading desks will remain on the sidelines until January 1, waiting to re-engage as the new year begins. Traders will return with a "reset" mindset, focusing on a slate of early 2026 catalysts, including: - Expected announcement of the Federal Reserve Chair nominee - Expected Supreme Court ruling on a tariff-related issue - Expected progress on the Clarity Act revision/review - Supplementary Leverage Ratio (SLR) regulatory updates - Decision on MSCI Cryptocurrency-Related Stock Index inclusion (January 15) - FOMC interest rate meeting (January 28) - U.S. government funding expiration (January 30) All this comes after the end of the tax-loss selling cycle, large-scale options expiry, and a buildup of short positions.