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Nomura’s Charlie McElligott Recaps Critical Market Dynamics, Macro Themes In Sweeping New Interview
Over the course of what's been an "interesting" week (to say the least), we've brought you some excerpts from commentary penned by Nomura's Charlie McElligott, who essentially live-blogged the proceedings starting on Sunday evening after Donald Trump upended markets by tipping an imminent tariff escalation.
Charlie focused on asset managers' net long in US equity futures (half of which was accumulated since January, meaning some profit-taking was likely, given that Trump's tweets presaged a ris
Wow…As Charlie recounts this in hindsight you can’t but think he wrote the script for the last several months missing only occasionally on the timing. Wonder how long he can keep this up !!
I agree. When I read his stuff I go “wow”.