Friday’s MSCI rebalance will be the largest ever, with a ~$303bn overall trade.
Notable tech rebals include: $NVDA (largest trade notionally of ~$11b to sell, net index supply of almost 50mn shares)
$AAPL big large buy ~$3.1b, net demand 10.5m shares)
and $MSFT (big large buy of $2.9b, net demand 7m shares).
$INTC should be net index supply of 31.9m shares
JPM DESK
WELLS DESK
Trump has won this war 7 times.
He’s negotiated a peace settlement 12 times.
And he’s opened the Strait of Hormuz at least 4 times.
What more do you want from him?