Charlie McElligott’s Unified Theory Of Everything
If you’re wondering why the risk-asset rally feels inexorable on most days — why the
Search Results for: Charlie McElligott
The Macro-Market-Policy Conjuncture According To Charlie McElligott
Skew is dead, long live skew. For the better part of two months, Nomura’s Charlie
What Really Happened Monday, According To Charlie McElligott
The standard, boilerplate copy on days when weakness across equities reverses during the cash session
Charlie McElligott Returns: ‘This Is How Overpositioning Tips Over’
Stability breeds instability. All you need is the proverbial skier’s scream for an avalanche. By
Charlie McElligott’s ‘Toggle’ Motto: Why A Broken Vol Market Matters
Over the past week (maybe two), Nomura’s Charlie McElligott has been keen to emphasize that
Charlie McElligott And The Reservoir Dogs Standoff
“Little did you know I meant MINUTES not months”, Nomura’s Charlie McElligott quipped on Friday,
What JPMorgan And Nomura’s Charlie McElligott Are Saying About Stocks As August Kicks Off
If you harbor some “misgivings” about US equities, which have run more than 45% from
Nomura’s Charlie McElligott Outlines ‘The Largest Pain Trade In The World’
Earlier this week, in “Control“, I described the moribund action in US rates. If (when)
Nomura’s Charlie McElligott Talks Pandemic, Stocks, Bonds, Election In Sweeping Interview
“The entire professional investor universe is, in my mind, basically a momentum trader themselves”.
Why Nomura’s Charlie McElligott Sees Potential For A Short-Term Market Pullback
“…a meaningfully larger drop-off”.
Nomura’s Charlie McElligott: There’s A ‘Remarkable,’ ‘Tectonic’ Shift Occurring In US Equities
“This is obviously what the market is debating right now in real-time”.
Nomura’s Charlie McElligott On The Rally And The Future Of Macro
“…we would need to see an unprecedented marriage where both monetary and fiscal policy align in a magnitude not previously experienced”.
Nomura’s Charlie McElligott: ‘Money Printer Go Brrrrrrrrrrrrr’
Also, there’s vaccine euphoria in the air.
Nomura’s Charlie McElligott Explains Why Stocks Rallied In Face Of Depression
These are modern markets. You must learn to speak the language.
After The Crash, Nomura’s Charlie McElligott Looks Ahead
“Peak calamity”. Now what?
What Just Happened? The Historic Selloff Explained By Nomura’s Charlie McElligott
Stability breeds instability.
A Correlation Flip, And A Quick Recap Of Charlie McElligott’s 2020 Macro Outlook
Once we get beyond the virus, we’ll be back pondering the same, familiar dynamics.
Nomura’s Charlie McElligott Delivers 2020 Macro Outlook: ‘My View Is Much More Realistic’
“As a contrarian, consensual group-think views into the year-ahead are often exaggerated”.
As Stocks ‘Dance’ To Records, Nomura’s Charlie McElligott Looks Ahead
“Short-term ‘contrarian’ positioning signals be damned”.
‘El Chop-o’ And What May Be Next, According To Nomura’s Charlie McElligott
Daisy chains, knock-ons and seasonals amid the macro melee.
Marko Kolanovic, Charlie McElligott See Scope For Market Bounce After Quant Flow-Driven Rout
“In less than 48 hours, many major markets lost ~5%”…
Charlie McElligott Talks QE ‘Muscle Memory’ And ‘The Trillion-Dollar Question’ For FOMC Meeting
“The TRILLION DOLLAR QUESTION today is this”…
Nomura’s Charlie McElligott On China Tariffs: ‘September Selloff Window May Be Pulled Forward’
“The pieces were already aligning”.
Nomura’s Charlie McElligott Serves Up Giant Dose Of, Quote, FOMC ‘#BOOMSAUCE’
“The QE-trade is back in a major way.”
What Do Draghi’s Sintra Comments Mean For The Fed? Nomura’s Charlie McElligott Weighs In
“The Fed HAS TO be conscientious.”
Nomura’s Charlie McElligott And The ‘Grabby Squeeze’
“There’s not a lot to debate here”.
Nomura’s Charlie McElligott Explains Why Stocks Can’t Seem To ‘Really Sell Off’
Obviously, the macro narrative is a train wreck, but…
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