Positioning Update – Page 2 – Bianco Research Advisors

Positioning Update

January 2026: New Year, Same Thinking

December 26, 2025

As we enter the 2026 calendar year, the Index remains long the dollar and the committee expects higher rates.

Positioning Update

December 2025: Return of the Dollar

November 24, 2025

After a year of struggles, the dollar looks to be an attractive investment opportunity in December.

Positioning Update

November 2025 Index Positioning

October 28, 2025

A description of index positioning effective November 3, 2025

Positioning Update

October 2025 Index Positioning

September 25, 2025

A description of index positioning effective October 1, 2025.

Positioning Update

September 2025 Index Positioning

August 26, 2025

A description of index positioning effective September 1, 2025.

Positioning Update

August 2025 Index Positioning

July 28, 2025

A description of index positioning effective August 1, 2025.

Home | Index Feed | Index Methodology | About Us

© 2026 Bianco Research Advisors, LLC. All rights reserved. This material is for your private information, we are not soliciting any action based upon it. This material should not be redistributed or replicated in any form without the prior consent of Arbor Research & Trading, LLC. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such.