The January effect is back in play. According to Citadel's latest take, we're looking at substantial capital flowing into equities as the month kicks off. This seasonal pattern—where investors traditionally shift portfolios at year-start—tends to create ripple effects across multiple asset classes. When big money moves into traditional markets, it usually signals broader sentiment shifts in the financial landscape. Keep tabs on how institutional flows shape up; institutional positioning in January often sets the tone for the broader market cycle ahead.