Wall Street’s Hot 2026 Trades, From AI Dispersion to Tech Tails

As investors are caught between fear of missing out on a further stock market rally and the building geopolitical risks, they can take a cue from the derivatives strategists at the biggest Wall Street banks.

Trades aimed at navigating through some of the biggest tensions of last year are still flourishing, starting with those aimed at the impact of President Donald Trump’s unpredictable shifts.

Among them: His threats to the Federal Reserve’s independence, attack Iran, take over Greenland and intervene in the electricity markets. The combination of rising volatility and climbing stock prices is seen continuing in 2026 ...