Charlie McElligott’s Unified Theory Of Everything
If you’re wondering why the risk-asset rally feels inexorable on most days — why the
If you’re wondering why the risk-asset rally feels inexorable on most days — why the
Rates (and bond yields and financing costs for homes) may seem high to you, but
“The current state seems to be one of insufficient dialogue and escalation,” JPMorgan’s Marko Kolanovic
I’m no stranger to a Devil’s bargain. I’ve participated in several such arrangements. On both
The financial media was awash on Thursday with coverage of Instagram’s Twitter competitor “Threads,” but
To exactly nobody’s surprise other than the economists whose forecasts again proved misguided, inflation in
It’s a heretical notion, but I’m compelled to repeat it at regular intervals: It’s the
China logged a record trade surplus in June, data out Wednesday showed. There were caveats
The financial pages were a veritable compendium of doom on Thursday, as US equities careened
Chinese economic activity perked up in May, crucial activity data out Wednesday suggested, but the
It wasn’t so long ago — two months, actually — that policymakers in Beijing retained
So far, 2022 is a macro tragicomedy. I’ve long suspected my penchant for describing various
Chaos reigned on Monday, as traders nervously pondered the prospect of an official embargo of
Last week, I talked a bit about market depth and a seemingly acute dearth of
“Deliciously weird.” That’s how Nomura’s Charlie McElligott described the under-the-hood price action in equities to
I’ve critiqued Larry Summers at regular intervals over the course of 2021 mostly because, in
The new week dawned with familiar banter. “Banter” may not be the best word. It
A few days ago, I reiterated the absolute necessity of taking systematic trading and mechanistic
It was as predictable as it was laughable. Stocks ended the week mostly unchanged, making
I often talk about America’s multi-faceted culture war as a threat to democracy, but over
“Obvious things can still matter,” Morgan Stanley’s Andrew Sheets reckoned, in a well-written note dated
Wednesday was one of those days you don’t necessarily “enjoy” as someone who spends their
It’s all relative. That universally applicable old adage (you can always find a use for
Global equities found quite a bit to like in trade news and economic data out
The new week dawned with most of the developed world breathing a collective sigh of
Traders are staring down a data-heavy week ahead of Election Day in the US, as
“Long US Tech” was identified as the most crowded trade in the world for the
You must be logged in to post a comment.