Nomura’s McElligott Talks US-China Trade News, September Sequencing For Equities

"News" - in scare quotes. Nobody really believes talks between Bob Lighthizer, Steve Mnuchin and Liu He early next month are going to accomplish anything, let alone set the stage for an imminent lifting of US tariffs and retaliatory duties. But the headlines are "dictating forced-reduction of crowded 'risk-off' hedges", Nomura's Charlie McElligott writes on Thursday. Read more: US, China Trade Talks Scheduled For Early October As Hope Floats Hot on the heels of yesterday's risk-on catalyst(s

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3 thoughts on “Nomura’s McElligott Talks US-China Trade News, September Sequencing For Equities

  1. It is interesting to watch new subscriber counts on this website… Has anyone tried to chart this into an indicator of sorts, because as things get muddier at this juncture there is a groping for some sane straws which H….tries to provide…..

    1. Yes indeed, a chart of all us poor souls who have found H and when.
      Here’s to “sane straws”. Would be completely lost without them.

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