Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’

Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’

Fresh off Tuesday's sweeping assessment of the extent to which Fed communications (and the prospects for a reverse Operation Twist now in the interest of freeing up space for a sequel to the original Operation Twist later), stimulus efforts out of China, a suddenly soggy greenback (helped along by the idea that the currency stability pledge embedded in the Sino-US trade pact is a weak dollar policy proxy) are together conspiring to reinvigorate a "rentable" reflation trade, Nomura's Charlie McE
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One thought on “Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’

  1. I don’t get it. If the Fed was really trying to run hot why err on the side of hikes in the first place instead of just moving in tandem with the yield curve?

    It’s tantamount to a hunter shooting at a deer before one even shows up. Deer Expectations?

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