PolycarpFX

PolycarpFX

The Week Ahead 12/7/2025

FOMC, Bonds, and Retail All In

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PolycarpFX
Dec 07, 2025
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The Big Picture:

Tech stocks and Dow Transports closed up for 10 consecutive sessions together.

  • Historical Context: This has only happened 1-2 times in the last century.

  • Implication: Historically, this signals short-term strength (momentum) continuing for a few weeks/months, but often precedes a volatility check or weakness about 3 months out.

  • Current Tre…

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