MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
Macro Voices
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Macro Strategy - Is There a Big Bullish Catalyst?
Charley mc ellegot process is a macro strategist at nomura. He says the stock market has been rallying since mid-June, and most of us don't get it. Oove to borrow a line from from back to the future: Where we're going there are no roads. The mentality shifted from that previous focus on inflation upside risk now to growth downside risks which then kicked off a bunch of second order impact.
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