Published December 29, 2025
MarketsMacroFXRatesEquities
Year-End Rebalance Lifts Value
What Happened
- Year-end portfolio rebalancing drove buying in value and dividend sectors.
- Treasuries caught a bid, pulling long-end yields lower and flattening the curve.
- The dollar weakened broadly, giving EM FX a lift.
- Industrial metals gained as risk appetite leaned toward real assets.
What It Means
- The tape is flow-led, not data-led, which makes moves less durable.
- A softer dollar keeps the rotation toward commodities and cyclicals supported.
- Bond strength signals a preference for stability into year-end.
What I Think
- I expect choppy, low-volume trade to continue through the fixings.
- Rotation themes still favor energy and industrials over high-duration tech.
- I will reassess once January liquidity clarifies real demand.
Market Terms
- Year-end rebalance - Shifting allocations to meet target weights or reporting needs.
- Bull flattening - Long yields fall faster than short yields, flattening the curve.
- Real-asset bid - Investor preference for commodities and tangible assets.