Morgan Stanley Derivatives(@MgnStnlyDerivs):Today’s equity selloff is expected to create significant supply. Levered ETF rebalancing today should create $52bn of US equity for sale if prices at November 5th, 1pm, hold through the close on MS QDS estimates – that’s second only to the $55bn sold on June 5th, 2026. Semiconductors will bear the brunt of that supply, where there should be $21bn for sale, with NASDAQ 100 seeing another $15bn for sale.

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参加 July 2026

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Morgan Stanley Derivatives@MgnStnlyDerivs

2026.11.05 19:00

Today’s equity selloff is expected to create significant supply. Levered ETF rebalancing today should create $52bn of US equity for sale if prices at November 5th, 1pm, hold through the close on MS QDS estimates – that’s second only to the $55bn sold on June 5th, 2026. Semiconductors will bear the brunt of that supply, where there should be $21bn for sale, with NASDAQ 100 seeing another $15bn for sale.