Nomura’s McElligott On A ‘Messy’ Nasdaq Amid Duration Drama
“This further acceleration in the rates selloff is re-triggering the same point I’ve made in
“This further acceleration in the rates selloff is re-triggering the same point I’ve made in
“From a Vol market perspective, the issue is that the VIX is broken — again,”
Headed into December, one key part of the year-end, melt-up thesis is that realized volatility
“If Democrats take control of the Senate after the January 5th Georgia runoff elections, our
To be sure, we had ample warning.
It’s perilous.
Over the past several weeks, central banks globally have been keen to emphasize the extent
“Many aspects of this crisis have played out in-line with our prediction”.
You can’t get rid of the Babadook.
“…daily amplitudes not seen since 2011.”
“We are all subject to the same risk management parameters.”
Traders have questions.
Pavlov is still missing.
Daisy chains, knock-ons and seasonals amid the macro melee.
“We’re not concerned.”
“What I care about is a Trump-like revolution.”
“That’s the final warning.”
“Fear has been elevated to a new heuristic.”
“…there are many downside risks.”
More bond markets “gone mad”.
Don’t worry, China will save us.
“Lo spread” fears are spreading.
Around the world in 2,100 words.
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