McElligott Sees ‘Absolutely Remarkable US Growth Renaissance’
Earlier this week, I noted that major Wall Street banks are beginning to speak as
Earlier this week, I noted that major Wall Street banks are beginning to speak as
A consistent, reliable buyer of equities could morph into a seller going forward. And it
The equities vol space is quite interesting these days — or “really fascinating,” as Nomura’s
“The banks left-tail outcome is growing in real-time,” Nomura’s Charlie McElligott said Thursday, amid another
Short vol strategies have been profitable lately. “Grotesquely” so, in fact. The colorful description comes
The market is “dominated by option sellers.” That’s according to JPMorgan analysts led by Marko
It can be a challenge to crystallize, and otherwise make sense of, cross-asset price action
What are the ramifications of the events that shook the US financial system last week
Last week, one of the most recognizable names on the sell-side weighed in on the
Sometimes, bad macro news is just bad news. Common sense interpretations of incoming data went
Over the past several weeks, I’ve editorialized breathlessly about the potential perils ahead for corporate
Markets are forward looking and the near universal adoption of the The Great One’s famous
The word “shock” was bandied about on Thursday to describe the Fed’s new dot plot,
“It’s all a US dollar trade,” Nomura’s Charlie McElligott said Monday, while recapping the trio
[Editor’s note: By the close Thursday, the Nasdaq 100’s gain was 7.5%] The dramatic, knee-jerk
On Wednesday afternoon, in response to a reader comment, I noted that although the impact
Thursday’s reversal in US equities was one “for the ages,” as one mainstream media outlet
There’s a “light at the end of the tunnel.” That’s according to Nomura’s Charlie McElligott,
“Why were they forced into this at a time where they’re seemingly so keen on
Reduced to the basics, market participants harbor a somewhat binary outlook on inflation and monetary
“Bleeders all over the place,” Nomura’s Charlie McElligott said Thursday, as the recession choir sang.
The dramatic bond selloff that blindsided US equities less than 24 hours after Jerome Powell’s
A very bad month for US equities closed on a decidedly dour note Friday, when
“Numb.” That’s how Nomura’s Charlie McElligott described market participants’ disposition vis-à-vis never-ending Fed banter centered
The mechanical rally that found US equities closing out an otherwise abysmal quarter on a
“Stuff is breaking,” macro assets are chaotic and “burning,” but “goofy-ol’” stocks continue to press
The Fed put on what counted as a brave face this week, when the dot
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