Monday, November 24: MSCI index changes take effect at 9:00 AM - when CoreWeave, Nebius Group, and Insmed get added to the MSCI World Index, that’s billions in passive flows hitting at market open. In this liquidity environment, forced buying could move markets more than fundamentals.

Tuesday, November 25: Dell’s earnings call at 4:30 PM - options are pricing a 10% swing, and Intel has moved in lockstep with Dell for eight straight reports. In a week where AI infrastructure is under pressure, this could be the domino that matters.

Wednesday, November 26: Fed’s Beige Book at 2:00 PM - with officials split on December cuts and repo markets seizing up, this anecdotal snapshot of regional conditions could tip the scales on whether Powell’s crew has any clue what’s actually happening in the economy.

Thursday, November 27: Market’s closed for Thanksgiving, but watch the overnight futures and Asian markets - if Japan’s currency crisis escalates while Americans are carving turkey, we could wake up Friday to a very different world.

Friday, November 28: OPEC+ meeting looms Sunday - with markets closing early at 1:00 PM and oil in focus ahead of the November 30th production strategy meeting, energy sector moves could set the tone for how commodity inflation fears play into December Fed decisions.