US EditionDecision Time For The Santa Rally
Global markets enter the Santa Claus rally amid a record $6 trillion in money-market cash, driven by seasonal investor optimism despite widespread skepticism.
- December 26 marks the start of the Santa Claus rally window, and market participants are deciding year-end positioning between short-term seasonality and longer-term allocations.
- Historically, the market has never missed three Santa rallies in a row, and behavioural‑finance researchers Terrance Odean and Brad Barber find retail investors grow optimistic and active in December and January.
- A Bank of America survey shows global money‑market funds have swollen beyond $6 trillion, pressuring professional allocators and institutional funds to deploy capital.
- Themes around AI infrastructure, power and software durability are starting to crystallize for 2026 as investors set allocations, and the Santa rally outcome will influence short‑term market performance into early 2026.
- Algorithms hunt for patterns and traders follow, as market technicians and historical seasonal lore persist, making seasonal effects self-fulfilling despite markets not being driven by planets, W.D. Gann said.
14 Articles
14 Articles
Will a Santa Claus Rally Set Up a Strong 2026? Here's My Take on the Year-End Window.
Key PointsA Santa Claus rally happens 80% of the time in the stock market. It's usually a good indicator for the year ahead... but not always. Even if Santa Claus arrives for the markets, investors should pay attention to this other big factor in 2026. 10 stocks we like better than S&P 500 Index › During the last five trading days of December and the first two trading days of January, the stock market has historically rallied at an above-normal …
Sydney Morning Herald
Dollar Bill: The Santa rally – real or imagined?
Bulls N’ Bears’ Dollar Bill knows the Santa Claus rally shouldn’t make sense - but history says it does. December blends superstition, psychology and patterns into the market’s strangest effect.
US Dollar Poised for Largest Annual Decline Since 2003
While the so-called Santa Claus rally delivered year-end gains for stocks and precious metals, the U.S. dollar received a lump of coal to finish a not particularly strong 2025. The U.S. dollar index, a measure of the greenback against a weighted basket of currencies, is on track for its largest annual decline since 2003. This year, the index has dropped 10 percent, with nearly all of the damage occurring in the first half of 2025, when it tanked…
Stock Futures Are Little Changed. Can the Santa Rally Keep Going?
It was the day after Christmas, and all through the markets, stocks were barely moving, and it wasn’t very shocking. S&P 500 futures were down 0.1% in early Friday trading, while Dow futures were off 0.2%, and Nasdaq futures were little changed. That markets were barely budging is barely a surpris
Decision Time For The Santa Rally
Seasonality, precious metals, and positioning all collide as the calendar flips into the final stretch of the year... Today officially marks the start of the Santa Claus rally window, running from December 26 through year-end. Historically, the market has never missed three Santa rallies in a row, and after back-to-back disappointments, the odds tilt toward a positive finish this year. December 26 is coming up and it is one of the most bullish …
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- 38% of the sources lean Left, 37% of the sources are Center
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