PolycarpFX

PolycarpFX

PolycarpFX Q1 2026 Market Outlook

Midterm Year Volatility, Sector Rotations, Leveraging Bitcoin Extremes, and How to Get Your Popcorn Ready

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PolycarpFX
Dec 21, 2025
∙ Paid

Welcome to our Q1 2026 outlook —the year when markets can get serious about mean reversion. If you’ve been watching the tape, you know something feels off. Sentiment is elevated, leverage is accelerating, and tech has been carrying the entire market on its shoulders. This report breaks down what history tells us about midterm election years, where the r…

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