Nomura’s McElligott: Barring Too Much ‘YOLO,’ It’ll Be Hard To Get A ‘Real’ Selloff In The Near-Term
Between rising yields, record coronavirus fatalities in the US, and the prospect of a double-dip
Search Results for: McElligott
Cookin’ With Grease And Pushin’ On A String: Nomura’s McElligott On 2021 Outlook
On Monday, while documenting what I generically described as “a month to remember” (usually I
Nomura’s McElligott On Yellen As Treasury Secretary, Year-End Outlook
For the better part of two months, Nomura’s Charlie McElligott has been keen to press
Nomura’s McElligott: Investors ‘Respect’ Potential For More Shocks. Complacency Not Currently An Issue
While the global equity rally looked poised to cool in the face of new virus
Nomura’s McElligott On Vaccine News: ‘The Reflation, Reopening, Relief’ Trade Will Be ‘Insane’
News that Pfizer’s COVID-19 vaccine has an efficacy rate above 90% rippled across asset classes
Kevin Muir, Nomura’s McElligott On Why The Reflation Trade Might Not Be Dead Just Yet
The immediate post-election trade was defined by a “blue fade“: Renewed enthusiasm for tech, no
Nomura’s McElligott: For Markets, The Presidential Election Is Now Effectively A ‘Red Herring’
If you had duration, flatteners, and long growth/short value on as election hedges against what,
Nomura’s McElligott Weighs In On Wednesday’s ‘Bonkers Freakout’
Selling begets selling into an illiquid market facilitating a vicious downward spiral. It’s a familiar
From ‘Chaos’ To ‘Blue Wave Mania’: Nomura’s McElligott On Election ‘Narrative Overshoots’
Observing the evolution of the election narrative through the market’s beer goggles has been quite
Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk
October’s action in rates and associated thematic expressions in equities represent a “reversal” of the
Tail Risks Of The Reconstruction: Nomura’s McElligott, BMO, Goldman Talk Rates, Stimulus, Election Nexus
If everyone else zigs, you may want to zag — at least for a hedge.
Nomura’s McElligott: ‘You Cannot Overstate The Gamma Impact Of Single-Name, Mega-Cap Tech Options’
The flagging fiscal stimulus push in the US and escalating virus lockdowns in Europe are
Nomura’s McElligott: It’s ‘Déjà Vu All Over Again’ As August Comes Calling In October
The ghost of August is calling, Nomura’s Charlie McElligott reiterates, in a Tuesday note largely
Nomura’s McElligott Talks Post-Election ‘Right-Tail Risk,’ Return Of ‘The Ghost Of August’
Fiscal stimulus is the “new QE,” Nomura’s Charlie McElligott wrote Monday, editorializing a bit around
Nomura’s McElligott: Market Is ‘Full-Throttle Embracing Biden, Blue Wave’
Price action on Monday was indicative of a market “going full-throttle” in its “embrace of
Nomura’s McElligott On Trump Virus News: This ‘Risks A Rapid Change To The Market’s Assigned Election Probabilities’
“Fresh tails” are piling up, Nomura’s Charlie McElligott said, in a Friday note, as the
Nomura’s McElligott On ‘Doomsday Prepping’ And The Underpriced ‘Risk’ Of No Chaos
Assuming no black swans come splashing down in the macro lake, equities may be somewhat
Nomura’s McElligott Talks Short Gamma, ‘Robinhood YOLO’ing’ As Tech Heads For Worst Month Since 2008
Equities are unshackled this week post-last Friday’s quad witching expiry, and the “unclenching” effect from
Nomura’s McElligott Talks Possible ‘October Surprise,’ Near-Term Outlook Following Tech Rout
It may look like value is suddenly en vogue in September with laggards like the
Nomura’s McElligott: Tesla The ‘Retail Gamma Proxy’ Is Now An ‘Idiosyncratic Pain Point’
Why does Tesla’s tumble in the wake of what Bloomberg described as the S&P 500
Charlie McElligott And The Reservoir Dogs Standoff
“Little did you know I meant MINUTES not months”, Nomura’s Charlie McElligott quipped on Friday,
Nomura’s McElligott: Equities Vol Complex Is ‘Broken,’ ‘Something’s Gotta Give’
After a blistering run that conjured every superlative in the dictionary, US equities betrayed the
‘LOLWUT’: Nomura’s McElligott Explains Tech’s Upside Summer Crash
There’s “consternation” about the “spot up, vol up” dynamic evidenced in US benchmarks of late,
Coal Mine Canary? CTAs Flip Short Bunds During ‘Heck Of A Week For Pain Trades,’ McElligott Says
Tuesday was potentially important. I tried to drive that home after the dust had settled
Nomura’s McElligott: The M2 Pro-Cyclical Signal May Be ‘Triggering’ In Stocks
Last week, Nomura’s Charlie McElligott suggested that those looking for a real “reflation signal” should
Nomura’s McElligott Delivers The ‘Contrarian View’ On Surging M2 Money Supply
Generally speaking, the market doesn’t have much faith in the reflation narrative and hasn’t for
Security Blankets, 94.5th %ile Sentiment, And ‘The View’ From Nomura’s McElligott
Mega-cap tech blew the proverbial doors off last week when the companies which, together, make
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