The logic seems to be that with less inflation to fight, the fed will be able to pivot dovi ly sooner. I'm still sceptical of this rally, but frankly, i didn't think it could get this far, and it sure. Na sipier: It's been this kind of risk on, risk off. And one of the things that tends to happen when the equities are going to risk on is you have the dollar weakening.
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