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Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets
Macro Hive Conversations With Bilal Hafeez
English - November 17, 2023 11:05 - 36 minutes - 83.2 MBInvesting Business News Business News finance investing economics Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Charlie McElligott is the leading expert on all things positioning, flow, sentiment, and quant factors. He is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International, with more than 15 years’ experience in macro markets. Prior to joining Nomura, Charlie was Head of US Cross-Asset Macro Strategy at RBC Capital Markets. Before that, he spent eight years at UBS. In this podcast we discuss: what was behind this year’s rates sell-off, how to think about financial conditions tightening, real money demand for duration, and much more.
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