McElligott On The Fed, Bonds And Fall ‘Timing Turn’
Market participants may soon brave another “bearish shot” at bonds, which could translate to rekindled
Search Results for: McElligott
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
McElligott On Where Things Stand
Admittedly, I have a difficult time deciding what the “average” market participant cares about these
McElligott On Reflation’s Fate, Kocic On Fed ‘Short Covering’
“We’ve got a lot of processing ahead of us,” Larry Summers mused, during remarks to
McElligott On What The ‘Fed Put World Order’ Hath Wrought
Over the weekend, I talked a bit (ok, a lot) about the prospect of the
McElligott On The Fed’s ‘Line In The Sand’
On Wednesday, hours prior to the June dot plot reveal, Nomura’s Charlie McElligott wrote that
McElligott: Op-Ex Is ‘Huge Thing’
That nearly three quarters of respondents polled in the June vintage of BofA’s monthly fund
Nomura’s McElligott Saw ‘Potentially Important Inflection’ This Week
Early this week, vol markets witnessed “a potentially important inflection,” Nomura’s Charlie McElligott said, in
‘Perfect Storm’: McElligott On Tech Selloff, ARK ‘Feedback Loop’
A decade (plus) of what may as well have been one-way price action in tech
McElligott: Tech Is ‘Epicenter For How Index Movement Could Get Weird’
While consensus seems united around the notion that buying any and all dips in equities
McElligott Weighs In On Baffling Bond Rally
Quite a few adjectives were trotted out to describe Thursday’s duration rally, with “counterintuitive” serving
Nomura’s McElligott: The Easy Recovery Phase Money Has Been Made
For all the talk of an imminent boom in the US economy, a cursory glance
Nomura’s McElligott: The Curve ‘Has Single-Handedly Told The Tale Of 2021’
If you’re looking to hear the story of 2021 (for markets, I mean) you should
Nomura’s McElligott: ‘Folks Are Emerging From The Bunker’
For most of 2021, scouring the equities vol space for signs of crash-up positioning suggested
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
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
The VIX Is Still Screaming ‘Accident,’ Nomura’s McElligott Cautions
US electricity markets grappling with a vicious deep-freeze aren’t the only places where a supply/demand
Nomura’s McElligott: This Is ‘The BIG Thing We Need To Watch For’
Investors are increasingly prone to grabbing for upside index exposure. It was cheap (previously, folks
Nomura’s McElligott On The Comeback Of The Reflation Narrative
Just a few weeks back, it appeared as though the reflation trade and the pro-cyclical
Nomura’s McElligott: ‘The VIX Is Broken — Again’
“From a Vol market perspective, the issue is that the VIX is broken — again,”
Nomura’s McElligott On Neon Swans From WallStreetBets
“The Empire Strikes Back,” Nomura’s Charlie McElligott chuckled on Thursday, as platforms began to implement
Stocks’ ‘Surrogate Buy Flow’ Could Reach $96 Billion, Nomura’s McElligott Says
US equities are getting a helping hand from a familiar place. “Systematic Vol Control is
Fed ‘LOLables’: Nomura’s McElligott On When Rising Real Rates Will Become A Problem
When it comes to client inquiries, Nomura’s Charlie McElligott hears the following more than any
Nomura’s McElligott Talks Georgia, ‘Neon Swan’ Parallel
Early Wednesday, while documenting the initial reaction to a likely Democrat-controlled Senate following the Georgia
‘Pain Point’: Nomura’s McElligott On Dollar Squeeze, Gamma Drop-Off
The dollar jumped the most since March on Monday before eventually trimming gains. The initial
Hot Takes Galore: Key Macro Thoughts And ‘Good Stuff’ With Nomura’s McElligott
Whatever happens later, the “now” is still under the influence of the same set of
Nomura’s McElligott: ‘Right-Tail, Crash-Up’ Still Most Likely Scenario Despite ‘Scary’ Sentiment Overshoot
The ongoing compression of realized volatility into a rally that saw US equities push to
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