At some point, start of next year, now what? Because you're definitely going to have some accumulated slowing down in the growth data. And that's when i think people are going to get pretty uncomfortable again with where we go now. At that point, you have to be on look out for the fed to kind of move the goal posts on you. Whether that's about moving the the inflation target, which is a non zero probability,. All those things will be in play next year, particularly of financial conditions.
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9
Download Charlie's slides: https://bit.ly/3BZze4t
Download Big Picture Trading chartbook 📈📉https://bit.ly/3SJLw73
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials