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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It's momentum with leverage.

And guess what?

There will be options on it too.

Yeah.

So there's synthetic negative gamma and actual real negative gamma.

The so the final point here is you had these two shocks to what consensus was consensus positioning and consensus narrative.

Now all of a sudden, this realization that phase one is gonna have to engineer a slowdown to get the stimulative stuff that Trump wants to get.

Yeah,

Well, because I think in this case, like there is something credible to the idea that the deficit spending was a market concern, right?

I mean, think about what rates were doing last year when we were talking about fiscal dominance.

What's ironic here is that you then get punished for trying to address it.

So look at Europe, for instance.

And this is like a big trade in the market right now.

It's like very simplistic, but this is the way that asset allocators think and move, right?

Who's fiscally contracting and tightening and who's fiscally expanding and stimulating?

Europe, right?

Trump said, look, we might be talking about the end of Bretton Woods post-World War II Pax Americana here, right?

We're no longer going to protect you for you to buy US dollar assets and use our currency.

So guess what?

Europe has to go out, create this financing.

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