Charlie McElligott
speaker
507 appearances
2 recordings
1 series
first heard Mar 2025
last heard Jul 2025
Charlie McElligott’s voice in public audio — every appearance, attributed to the second.
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Appearances
You know, you're finally seeing that dynamic.
People are getting longer.
That creates the the potential de-risking flow on the way down.
Especially once you're talking about systematic vol scaling strategies that as vol goes higher, they have to just sell, you know, unemotionally.
Well, I think the the near term one has been, you know, the the fact that, you know, July eighth, the original kind of reciprocal delay that, you know, and you saw a bunch of headlines today saying like that's flexible, morally flexible.
Um
You know, I think that big surprise.
Yeah, no, I know.
Let's make a deal.
I I would say that that right now that's kind of like the most obvious um, you know, one out there that, you know, there is still some element of of hardball.
My view is that that's somewhat overstated.
That that is somewhat overstated because he needs to get one big beautiful bill passed first before that, and then potentially you can play the game.
But the
fact that this eight ninety nine was removed tells me that they know that getting a deal with Europe
is probably, you know, a larger, you know, uh impediment to what they're trying to do.
And that there still is now this new conditioning in the market where instead of like increasing the rhetoric at the highs,
You know, Trump is capitulated back into Trump one point oh, which is like you know, run hot, right?
He's now and they are, Bess and himself with the headlines out at the end of the day, they're they're trying to squeeze this thing higher.
And financial conditions are easing, the dollar is moving lower, long end yields have started rallying, ironically, because the market is sniffing, you know, a dovish turn within the Fed, you know, incl including recent comments from people that I don't think would have anticipated um necessarily outside of Waller, um, who's auditioning for the Fed job.
Um, and you know, why are they beginning to turn like that?
Showing 201–220 of 507 · page 11 of 26
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