Almost every single trades is now kind of in a net place. Now, yes, absolutely, c t s could now go from flat to outright long. But that's higher, that's five to ten % higher by current levels in the marketrynow we're not there. I do think h thee equities market in this recent raly, it probably has some weak hands. We've seen how trashy it has been. And i think there probably is one more down trade before we can really get that. O know, kind of full capitulation and yet kind of full till all in constructive somway. Blessyou.
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
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