Markets stocks volatility

Nomura’s McElligott On China’s ‘7 Deadly Sins’ And ‘Massively Skewed’ Investor Flows

"The 'partial' trade deal story was floated into the ether last week" to an underwhelming market "meh".

"The 'partial' trade deal story was floated into the ether last week" to an underwhelming market "meh".
This content has been archived. Log in or Subscribe for full access to thousands of archived articles.

4 comments on “Nomura’s McElligott On China’s ‘7 Deadly Sins’ And ‘Massively Skewed’ Investor Flows

  1. “The ‘partial’ trade deal story was floated into the ether last week, and only generated a ‘meh’ market response, because most realize that there is no substance if a deal doesn’t address ‘the seven deadly sins’”. I don’t think stocks care about any of the “deadly sins” except to the extent that they could derail a deal that rolls back tariffs and ag purchase cuts.

  2. I’m convinced that gamma positioning matters, at least in determining the magnitude of short-term moves. For us plebes who lack a Bloomberg terminal and analyst subscriptions, is anyone aware of a publically available, reasonably up-to-date source of gamma estimates? A data feed from an exchange, perhaps? Or do I need to wait for my semiweekly H fix of twice-distilled colorful commentary?

    I’ll keep reading in any case! But it would be interesting to track some of this data on my own. Alas, my charting tools of choice (tradeview and koyfin) don’t know diddly squat about derivatives.

Speak On It

Skip to toolbar