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Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More

It's a 'tactical trading 'green-light'.

It's a 'tactical trading 'green-light'.
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3 comments on “Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More

  1. i keep reading the buybacks would blow off every quarter after 4Q18. The covers I can understand. But the net outflows seem overwhelming from retail to passive/active. Charlie’s reflation premise makes me think we will take out those highs in Sept 18 in fairly short order

  2. Roc is right. To infinity, and beyond! I hereby decree it!

  3. Perhaps funding pension expenses can explain the retail investor move out of funds?

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