As the year winds down, markets tend to behave a little differently.

Headlines grab attention, but year-end positioning often happens quietly, as portfolios rebalance, themes rotate, and sentiment resets ahead of the new calendar year.

To mark the close of the year, we’ve released a free Year-End Market Shift Report + live watchlist, outlining what we’re tracking as policy discussions, pricing pressures, and consumer behavior continue to evolve.

Inside this end-of-year release, we cover:

• How ongoing budget negotiations may factor into late-year spending trends
• Why renewed tariff discussions are resurfacing on supply-chain radars
• What mixed consumer signals could mean as rate expectations head into the new year

Rather than reacting to day-to-day noise, our team at Market Crux is focused on where attention and activity are beginning to rotate, particularly across technology, energy, and healthcare as 2026 approaches.

These late-year shifts don’t always announce themselves. Historically, they tend to surface first on watchlists before becoming broader narratives.

Access the Free Year-End Report + Real-Time Watchlist.

This complimentary release is available as we close out the year, before focus turns fully to what’s next.

Best regards,

Gary Silver
Co-Founder & Managing Editor
Market Crux Newsletter