Sell SPY by Jan 9, 2027.

The consensus forecast for 2026 is: GDP growth of 2.5-3%, continued Fed rate cuts, and a "soft landing" for the economy.But here's what I think the consensus is missing: Tariff Uncertainty: Trump's tariff policies are a wildcard. If tariffs escalate, inflation could re-caccelerate, forcing the Fed to pause or reverse rate cuts. This would be a shock to markets that are pricing in a benign scenario Debt Ceiling Drama: The US debt ceiling will likely be a political battle in …