Of Course Nomura’s Charlie McElligott Knows What’s Wrong With Stocks On Monday…
“… said every equities PM ever.”
“… said every equities PM ever.”
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
Fresh off Tuesday’s sweeping assessment…
“The punchline then is this”…
It’s a ‘tactical trading ‘green-light’.
Around the cross asset universe in 1,000 words.
“…a number of important developing trends.”
“The unfortunate disclaimer is this”…
“Let’s be real though”…
“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
For now, folks seem content to “rent” the risk rally.
“I see scope for Spooz to revisit 2525 level over the next two weeks.”
“…what is important to note here are a number of things.”
Predictably, markets start the new week torn.
Don’t fade the risk rally just yet.
“This seizure-like behavior isn’t endearing risk-taking in the final days of 2018″…
“Yet another expression of macro regime change.”
The headline hockey has now become a complete and utter farce.
Fresh off of Monday’s “a violent short squeeze” could be in the cards call…
Violent chop and a binary event.
“A sloppy situation within the U.S. Equities space is getting even messier”.
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