BofA lists 2026's top trades: oil, energy and Taiwan lead the year
According to BofA Global Research via Seeking Alpha, crude rose about 55–59% year-to-date, Bitcoin fell 22.8%, and Taiwanese stocks gained 50.9%.
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what happened
Citing BofA Global Research, Seeking Alpha reports that the strongest trades of 2026 so far have been long positions in oil and energy. Crude oil futures are up 55.3% year-to-date and Brent is up 58.6%, while the energy sector has climbed more than 40% amid higher oil prices and intensifying geopolitical conflict.
Among the losers were Bitcoin, down 22.8%, and consumer discretionary stocks, where the XLY ETF has gained just 0.1%. The bank also highlighted semiconductors, up more than 33%, and Taiwanese equities, up 50.9%, while Chinese shares have fallen 12.8%. Cybersecurity gained over 30%, whereas aerospace and defense slipped 0.7%.
why it matters
The BofA review shows how persistent inflation and geopolitics have split markets this year, with energy and parts of technology leading and consumer and defense names lagging. These figures describe past performance and are not a forecast.
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on polymarket
sources
- Trades that dominated 2026 so far, according to BofA — Seeking Alpha, 13 November 2026 at 15:51 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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