MBCC TH 16th Dec'25 - "Watch the S&P 500 at 6700, why is it important and will it break or hold? Is the Japan carry trade unwinding? Is ORCL taking entire AI space down?"

So many headlines to digest over the past few hours including Japan selling down its ETF holdings after a long time…

What does all this mean for markets/liquidity and positioning?

Everyone is pushing Oil, is it time to buy?