Inflation is a real deal. Am, and this is something that i've spoken with a mark its groups, with central banks around the world in recent weeks and months. Is that any time? Don't think that's possible. The market, peremptively too early, priced in a easing start of next year. There's no more cuts priced in for c one. I think people are going to get some field good relief in the next few months. But at some point in c four or c one, they're going to look around and say, we're not going to get back don blof four %, maybe ever again.
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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