Quarter-End Flows Are the Story, Not the Noise Around Them

from The Long View by Sirruna · host Sirruna

June 29 opens with the dual pressure of quarter-end rebalancing and the first full week of summer liquidity, a combination that tends to exaggerate moves in either direction. Options desks will be watching how spot holds into the monthly close before positioning resets for July. If the Fed stays quiet and earnings season hasn't yet kicked in, the tape belongs entirely to flow mechanics.

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This episode was published on June 27, 2026.

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