Markets are seeing a monster vibe shift, says Nomura strategist. Here’s what could happen next. - MarketWatch
1. S&P 500 nears all-time high, but early signals suggest a weaker start. 2. Nomura strategist predicts a potential market 'melt-up' with bullish options activity. 3. Volatility-controlled funds may buy $40 billion in S&P 500 futures, boosting stocks. 4. Five-day S&P 500 volatility decreased from 22.2 to 8.7, indicating calm markets. 5. Investors are focusing on Big Tech, AI, and semiconductor sectors amid renewed enthusiasm.